How To Sell Credit

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How To Sell Credit

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KB: MSI Knowledgebase • Category: Payment Management • Source: https://membersolutions-9221154.hs-sites.com/kb/how-to-sell-credit_1487569201

  How To Sell Credit

     Created by
     Amith, last modified by
     Cathy Beckstead on Apr 30, 2021

This help article will show you how to store credit on a member's account.

Click Sales>Existing Member Sale and search for the member.

  • Or go to Members and pull up the Member’s profile and click New Sale.
  • In the Product’s tab, select Credit and click Add to Cart

Enter the Quantity to calculate the total amount for your credit. Remember that each credit in Member Manager is worth a penny. Your quantity should be the amount you want + 00. So 100.00 will be quantity 10000.

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  • Click Checkout and Pay. And pay the invoice as your normally would.
  • If you click on the member's name, you'll be dropped into their On Account area where you'll be able to see their Credit Balance.

Refunding to a Credit

  • Any paid invoice can be refunded to Credit. Go to the invoice you would like to refund, and choose Refund Item at the bottom. You can refund either Item and Payment or Payment.

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  • Click Next. On that screen, you can choose how to refund the payment. Choosing credit will apply that credit amount to the member’s On Account tab. The credit can be used for future purchases.

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