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Credit Notes - How to Clear a Charge

1 min read Updated 2 days ago

Sometimes a member won’t need to be charged for something, for example they’ve been away, missed a booking, or there’s been a genuine reason to waive it.

In these cases, use a Credit Note rather than voiding the charge. This removes the balance from the account while keeping a clear record of what happened, so the account history stays accurate and complete.

How to Apply a Credit Note

  • Go to the member’s Accounts and Billing tab
  • Click the Adjustment button at the top
  • Choose Credit Note as the adjustment method
  • Select the charge you wish to base the credit note on
  • Enter the reason for the credit (handy for future reference, & helps your team understand why it was applied)
  • Enter the amount you’re crediting

Want to apply a payment? See our article on How to Pay for Overdue Charges


Common Questions this Covers

  • How to credit member payment
  • How add a credit note to member