How can I add customer credits?

Customer credits are an essential feature in Yottled that allows you to provide credits to your customers, which can be used for future purchases or services. This article will walk you through the steps of adding customer credits in Yottled.

1. Head over to Contacts

2. Choose the customer to whom you want to add credits from the list of contacts displayed.

3. Click on Customer Credits

4. Add Credit Amount:

• • In the Customer Credits section, you will find a credit box displaying. Enter the desired credit amount you wish to add to the customer's account.
  • You can add a clear note or description indicating the reason for adding the credit. This will help you track the purpose of the credit in the future.

5. After adding the credit amount and credit note click on the "Issue Credit" button.

Yottled will process the credit issuance and generate a unique Credit Code. Once the credit is issued, you will see a summary of the credit details, including Credit code, Initial / Current Balance, Issued By, Note, Date Created and Action button to delete it whenever you want to.

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How can I charge my customer using the credit code?

Yottled provides the flexibility to charge your customers using credit codes, allowing them to utilize their available credits for payments. This guide will walk you through the steps to charge your customers using credit codes when creating an Event, Appointment, or Order within Yottled.

Steps to Charge Customers Using Credit Codes (Admin View):

1. Head over to Calendar

2. Create an Event, Appointment, or Order:

3. Access the Payment Collection in orders:

• • Once you have created the Event, Appointment, or Order, open the respective transaction record.
  • Look for the "Collect Payment" option.
  • Note that the customer's credit and the associated amount will also be displayed in this section, indicating the availability of credits.

4. Upon selecting the "Customer Credits" option, you will be prompted to enter the credit code.

6. Process Customer Payment:

• • After entering the credit code, the system will validate and apply the credit towards the customer's payment.
  • The customer's payment will be accepted from their available credit balance.
  • Yottled will automatically adjust the remaining amount (if any) after deducting the credit from the total transaction cost.

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Where can I see the Customer Credit transaction?

Yottled provides a convenient way to track and view customer credit transactions, allowing you to monitor the history of credits used by individual customers. This guide will walk you through the steps to view customer credit transactions within Yottled.

Steps to View Customer Credit Transactions:

1. Head over to Contacts

2. Select a Customer from the list of contacts displayed, choose the customer whose credit transactions you want to view.

3. Click on Customer Credits to access the credit details associated with this specific customer.

4. View Credit Transaction History by clicking on the small arrow or icon next to the credit code entry.

5. Review Credit Transaction Details:

• • The transaction history will display the following information for each credit transaction:
  • Amount: The amount of credit used for the transaction.
  • Order UUID: The unique identifier of the related order or transaction.
  • Issued By: Indicates the user who issued the credit or applied it to the transaction.
  • Date Issued: Displays the date when the credit was used.
    
    
    

FAQ

Q- Can my customer use their credits when booking online?
A- No. the customer credits are only usable during admin checkout