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.
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