Wiki source code of How To Sell Credit
Last modified by Isaac Mejia on 2025/12/15 16:22
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = How To Sell Credit = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/how-to-sell-credit_1487569201>>https://membersolutions-9221154.hs-sites.com/kb/how-to-sell-credit_1487569201]]{{/info}} | ||
| 6 | |||
| 7 | * [[Sales>>Sales_1616707657.html]] | ||
| 8 | |||
| 9 | How To Sell Credit | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Cathy Beckstead on Apr 30, 2021 | ||
| 14 | |||
| 15 | This help article will show you how to store credit on a member's account. | ||
| 16 | |||
| 17 | Click **Sales>Existing Member Sale **and search for the member. | ||
| 18 | |||
| 19 | * Or go to **Members **and pull up the Member’s profile and click **New Sale.** | ||
| 20 | |||
| 21 | * In the **Product’s **tab, select **Credit** and click Add to Cart | ||
| 22 | |||
| 23 | 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. | ||
| 24 | |||
| 25 | image:kb-1487569201-1755643931-1.png | ||
| 26 | |||
| 27 | * Click **Checkout **and **Pay**. And pay the invoice as your normally would. | ||
| 28 | |||
| 29 | * 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.** | ||
| 30 | |||
| 31 | **Refunding to a Credit** | ||
| 32 | |||
| 33 | * 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**. | ||
| 34 | |||
| 35 | image:kb-1487569201-1755676704-1.png | ||
| 36 | |||
| 37 | * 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. | ||
| 38 | |||
| 39 | image:kb-1487569201-1755742239-1.png | ||
| 40 | image:kb-1487569201-1755873300-1.png | ||
| 41 | |||
| 42 | {{include reference="KBSupportCTA.WebHome"/}} |