Adding a Credit Usage
- Note: Before starting, make sure to activate the Points & Credits app in your account.
After[ adding a credit charge], the system allows you the capability to utilize this added credit when the client uses the services available to you. You can register this consumption process and deduct it from the client’s balance by following the steps below.
- From the main menu, click on “Points & Credits“.
- Click on “Manage Credit Usages“.
- Click the “Add Credit Usage” button at the top right of the screen.
- Enter the credit usage information as follows:
- Client: Select the desired client whose credit you want to use from the dropdown menu.
- Usage Date: Choose the date of the client’s credit consumption process from the calendar.
- Credit Type: From the dropdown, select the type of balance that was assigned to the client when “adding a credit charge“.
- For more details about the credit type, refer to the “Points and Credits Settings” guide.
- Usage Amount: Enter the desired value of the used balance.
- Note: The used balance value should be within the client’s available balance. The system will inform you of the available balance value below the “Usage Amount” field.
- Description: Enter a description for the service for which the client’s credit was used.
- Click the “Save” button at the top right of the screen.