Customer Credit

the customer credit is a way to apply a refund to a customer's account, allowing the box office to apply the credit at their discretion to pay for transactions in tixpro 8 the credit is saved to the customer account so in order to use it the customer needs to be attached to a sale and the credit will be easily found at the top of their customer record /#setting up customer credit | /#adding money to customer credit | /#how to apply customer credit | /#customer credit reporting setting up customer credit setup is easy and should only take a few moments! in tixpro 8 click on file payment methods to add the customer credit payment type click add new payment method set your payment method to customer credit and the payment method type to regular do not change any other field then click create adding money to customer credit customer credit will appear as an alternative to refunding during the seat exchange or change process if you have an amount that is "owed" to the customer then customer credit will show as an option for example let's say that a patron calls and says that they don't need to use 1 ticket for an upcoming performance your organization doesn't offer refunds and they would like to apply that ticket to a future sale you can edit the sale by following these directions docid 4k1mwbadmyneq6t5ngqdv when you get to the finalize screen you will see the add as credit button clicking that button will add the credit to the customer's account on the payment tab the customer credit will show as a payment entry to balance the sale how to apply customer credit when you attach a customer to a sale duing the sale process you will see the available credit on the customer's account at the top of their record during payment the customer credit shows as an option above the payment type area simply check the box to reduce the amount due by the amount of the credit then simply pick your payment type and finish the sale as normal! customer credit reporting to run a report on outstanging or used customer credits gor to reports customer customer credit