Customer balances and credits
Store credit, prepaid packages, and account balances for customers.
Credits let customers pay ahead or receive compensation without immediate refunds.
Account balance
A running balance can be:
- Positive — customer owes you (invoice or failed capture)
- Negative — you owe customer (credit from refund or goodwill)
Apply balance at checkout when payment terms allow.
Credit packages
Sell or grant packages (e.g. 10 sessions):
- Decrement on completed or confirmed bookings per rules
- Track remaining units on customer profile
Manual adjustments
Staff with permission can:
- Add credit after complaint resolution
- Deduct for no-show fees per policy
Manual balance changes should include an internal note for audit purposes.
Reporting
Credit usage appears in booking and transaction reports.