Overview
Customers can purchase Credits via an Invoice.
When an Invoice for Credits is Paid, the Credits in the Invoice will be added to the Customer's Profile.
In addition, you can also Create an Invoice for Custom Charges and Create an Invoice for Reservations.
Step-By-Step Instructions
Create on Invoice Page
Steps:
Click "Invoices" in Top Navigation
Click "+ Invoice" Button
In Charge Card/Send Invoice Modal Window:
Select Customer from Select Customer Dropdown
Select Credit Type from Credit Type Dropdown
Insert Credit Quantity in Quantity Text Field
(Optional) Click Edit Button to Edit Total Price
Click "Send Invoice" Button
Create in Customer Profile
Steps:
Click "Customers" in Top Navigation
Find Customer in Customer Management Table
Click Customer Name to Open Customer Profile
Click "Invoices" Tab
Click "Send Invoice" Button
In Charge Card/Send Invoice Modal Window:
Select Credit Type from Credit Type Dropdown
Insert Credit Quantity in Quantity Text Field
(Optional) Click Edit Button to Edit Total Price
Click Send Invoice Button
Custom Price for Credit Invoices:
When Creating an Invoice for Credits, you have the option to Set a Custom Price, Grant a Scholarship, or Make the Credit Complimentary.
Steps:
In Charge Card/Send Invoice Modal Window:
(If Needed) Select Customer from Select Customer Dropdown
Select Credit Type from Credit Type Dropdown
Insert Credit Quantity in Quantity Text Field
(Optional) Click Edit Button to Edit Total Price
Insert Custom Total in Custom Total Currency Field
Select Custom Price, Scholarship, or Complimentary from Dropdown
Insert Note in Reason for Change Text Field
Click "Confirm" Button
Click "Send Invoice" Button