How do I add Customer Credit to a Customer?

There are two ways to add Customer Credit to a Customer:

1. Via a Sale, by adding Customer Credit to a Sale
2. Manually, by editing Customer details

ADDING CUSTOMER CREDIT TO A SALE

To add Customer Credit to a Sale, create a new Sale or edit a Sale

Customer Credit can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Customer Credit is added to a Sale in the 'Products' section

To add Customer Credit, click Add Product 

Click Customer Credit

Enter in the required amount

Click Save

Proceed with the remainder of the Sale, see How do I add a Payment to a Sale?

ADDING CUSTOMER CREDIT MANUALLY

To manually add Customer Credit to a Customer, simply edit the Customer details

From the left hand menu, choose Customers > List

Click the edit icon against the Customer name 

In the Customer Tab there is a field called Credit Balance

You can manually set the Customer Credit Balance by entering it here

Click Save

There are two ways to add Customer Credit to a Customer:

1. Via a Sale, by adding Customer Credit to a Sale
2. Manually, by editing Customer details

ADDING CUSTOMER CREDIT TO A SALE

To add Customer Credit to a Sale, first you need to Create a Sale or Edit a Sale (see the iOS tabs of How do I create a new Sale? or How do I edit a Sale?)

Customer Credit can also be added to to a Sale in the Checkout screen, see the iOS tab of How do I checkout a Reservation?

Customer Credit is added to a Sale via 'Products'

To add Customer Credit, tap + Add Product, tap Customer Credit

Enter the amount of credit to apply and tap Done

Proceed with finalising the sale as normal

ADDING  CUSTOMER CREDIT MANUALLY

To manually add Customer Credit to a Customer, simply edit the Customer details

Locate the Customer in the Customer List

Tap the Action Icon, tap Edit Customer

Enter the required amount of credit in the Credit field, then tap Save