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Credit Notes - How to Clear a Charge

1 min read Updated 6 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, and helps your team understand why it was applied)
Enter the amount you’re crediting

Credit note option for a booking or transaction

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

Credit Notes - How to Clear a Charge

How to Apply a Credit Note

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