Account Credits can be used for payment on reservation or invoice. These would be credits you either give your customer as a Gift Card or part of a Frequent Rider Program, credits they are paying in advance for, or credits that would be added if a customer made an over payment on a reservation or an invoice.
Currently you can add Credits to an Account directly in the account under the Financial Data tab. You can apply a payment on the account to add credits.
(Example: This would be used if your customer wants you to charge their card as an advance payment for future rides/invoices).
(Example: This may be used if you want to add Credits as Gift Card or Frequent Rider Program or if customer is paying you in advance for future reservations/invoices)
You can apply an over paid amount to an account’s credits.
From the invoice:
1. Click ‘Payments‘ in the top-right hand corner.
2. Select your preferred ‘Payment Method‘.
3. Type in an amount over the Outstanding Balance amount.
4. Click ‘Submit‘.
The invoice will now show ‘PAID IN FULL’.
5. Click the ‘Close‘ button to close the invoice.
NOTE: The invoice should be ‘Finalized‘ before ‘Closing‘.
The overpaid amount will then be moved to the account as a credit.
Follow steps 8-12 above to find the account credits.
If you applied credits to an account in the Account Payment Terminal, you can reverse/refund those credits to take away from the account.