Applying Credits

 

Sportsman allows you to apply various credits to your patrons accounts. These credits can then be used for future purchases or fees associated with your organization.  There are three main types of credits, let’s look at each one.

Paid credits are created when the customer paid for something that was later refunded as a credit.  These can be used for any sale or be refunded back to the customer.

Courtesy credits are given as a professional courtesy like because of a rainout for example. 

Accept Courtesy Credit Payments option must be selected in the definition of the activities if you want to allow that payment type.

To apply credits to a patron follow the steps below.

Look up the customer > View financial details for current individual > Unapplied Credits

The customer in this example has $50 in courtesy credits. 

See Credit Details

Details of Highlighted Credit - shows the history of the selected credit

Refund Credit – Paid credits can be refunded on this screen

Close - Back to the Account details screen.

Apply Credits – uses the credits to pay off an existing balance

You can apply the credits automatically from the first to last charge or to a specific sale. > OK

Credits will be posted now.  Continue?  > Yes.

 

Credits can also be used for a new sale.  Sign the customer up for a new class and Checkout in the Cash Register.

You can automatically apply the credit or choose Manual and put in the Amount to Apply.

Apply Credit and Finish Sale.

If this screen doesn’t show up after checking out the item is not set up to take courtesy credits.  You can change that in the item’s definition and redo the sale.