This guide explains how to apply a client's available credit toward a new activity booking. Depending on the balance, you can use credit to pay for an activity in full or as a partial payment.


To issue a client credit click here


Option 1: Apply Credit During Booking 


Use this method to redeem funds at the moment you are booking a client for an activity.


  1. Go to Main Menu, then Clients, select Client List  

  2. In the Client List enter the Client’s Name in the Search Field 

  3. Select the Actions Button above the Client Tile and click on Create Activity Booking 

  4. In Search enter the Activity Name and then select Continue Booking 

  5. In the Booking Request Form pane, select Use funds for booking

  6. Choose a Payment Method ie  Bank Transfer, Cash, Cheque 

  7. Select Invoice using Social Planet

  8. In the Booking Status, select from 

    1. Approved, payment has been accepted, then 

      1.  Select allocate client to all available sessions, use the drop-down list to select session dates.

  9. Select the Manage Requests Button 


Option 2: Apply Credit to an Issued Invoice


Use this method if the booking has already been created and you need to reduce the balance on an existing unpaid invoice.

 

  1. On the Requests tab the Client Tile will appear, the invoice will be displayed. Click on the Tax Invoice unissued tags Unpaid and Unsent 
  2. Select on the Apply Credit button use the credit amount available select Apply
  3. The credit amount will be applied to the invoice select Issue to display the invoice 
  4. The Invoice will include the Redeemed client credit amount reducing the balance owing.