How to | Apply a Credit to a Member's Account

1) Credit a Membership Payment

If you need to credit the amount of a member's next scheduled payment, follow these steps:

1. Submit a Billing Change Form: Navigate to the member's profile in the CRM. Fill out and submit a billing change form, adjusting the next bill date to skip the upcoming charge.

2. Reschedule the Next Bill Date: Ensure the new bill date reflects the credit being applied, effectively skipping the next scheduled payment.

3. Leave a Note on the Member's Profile:

   • Go to the member's profile.
   • Add a note describing the reason for the credit. Include details such as the amount credited and the reason (e.g., "Credit applied for missed classes in April").

2) Credit for a Pro Shop Purchase

If the member prefers to use their credit for a Pro Shop purchase instead of a membership payment:

1. No Need to Reschedule Payments: Skip any billing adjustments for membership.

2. Apply the Credit in the Pro Shop:

   • Add the desired items to the cart.
   • At checkout, select "Apply a Discount."
   • Choose "Value Voucher" and enter the dollar amount for the discount corresponding to the credit.