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How do I pay for a service using my membership balance?

Use prepaid membership credit to pay for an eligible client service. Redeeming credit is different from refunding money to the client.

Written by Mark

Use prepaid membership credit to pay for an eligible client service. Redeeming credit is different from refunding money to the client.

Steps

  1. Open Quick Sale.

  2. Select the client who holds the prepaid membership.

  3. Add the service the client is receiving.

  4. Select the applicable Prepaid payment option for that membership.

  5. Review the amount being used and any remaining amount due.

  6. Generate the bill and check the client balance.

How do I check the result?

Check the bill payment allocation and the client membership balance or history.

If it does not work

If Prepaid does not appear, verify the selected client, active membership, available balance and eligible service. Ask Support before changing or clearing credit.

Illustrated guide

  1. Search for the correct client first; avoid Walkin Client when you need a specific client membership or balance.

  2. Add the service being billed.

  3. Add Membership and Add Package are purchase controls; they are not proof of an existing redeemable balance.

  4. Review payment options after selecting an eligible client and items. Prepaid membership options may depend on that eligibility and permissions.

  5. Coupon Code and Apply are separate from membership redemption. Confirm totals before Generate Bill below.

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