Add a Credit so a Next Service is Discounted

How do I add a Credit to a Client's account so their next service is discounted?

Navigate to Admin > Services >Service Items

• Click "+New."
• Short Description of “Credit” and
• Long Description of “Sundry Credit” (or whatever you like).
• Click "Create New Service Item."

• Add your new Service Item to your Admin group. If you don't have an admin group, put it in the next most appropriate group or make a new “Admin” group by going to Admin > Services > Service Item Groups.
• Click "Update."

• Under the “Advanced” tab.
• Toggle ON “Hide In Schedule” (This prevents the Service Item from displaying on any Schedule).
• Toggle OFF “Show in Portal” (This prevents the Service Item from being displayed in the Client Portal).
• Click "Update."

• Navigate to the client where you need to add a credit.
• Click "Create New Service Order."

• Click on the New Service order.
• Click “Add."

• Schedule a “Sundry Credit” for today (or whatever date you like).
• Click “Add.”

• Access the New Service Order you have just created.
• Select the "Sundry Credit" Service Item.
• Click "Edit."

• Enter the staff member that is most appropriate, this will usually be a business owner.
• Enter a minus amount for the credit e.g. -10.00.
• Enter a description of why the credit has been applied in the “Invoice Notes”.
• Finally, click "Update."

• You now have a service order showing the credit you want to apply to the account.
• This credit does not effect revenue (so there are no tax implications) until it is invoiced.
• This credit will lower the value of your services recorded for the month (as it should do), but it will not affect “invoiced” values until you invoice for it.
• Simply make sure any future services (to which the credit should be applied) are added to this order.