On Aryeo, Photographers can now add a transaction (credit or debit) to specific clients for future use. This can be done as an alternative to a refund, a referral credit, or even as a promotion. On the opposite end, you can debit their balance if they have credits that need to be applied and payment has not been made on their end.
Adding a Credit/Debit transaction to a Customer’s profile.
If you would like to use this feature, head on over to the customer section of your Aryeo account. From there, edit any customer to whom you will be adding a credit/debit transaction, then go into their "Billing" tab, click on add transaction and select Credit or Debit.
For the full step-by-step, follow the instructions below:
Head over to the Customers section of your Aryeo account. From there click on the Edit link to go into/edit a customer's profile.
2. Once you have gone into the "Edit" page of the customer of your choosing, click on the "Billing" tab.
3. Under Transaction Type, click on "Add Transaction" and select Credit or Debit. Then add in the Amount, the posting date (when the debit/credit becomes active), and lastly, add a description about why the credit/debit is being applied before clicking on the Create Transaction button.
Note: Adding a debit transaction will deduct the amount from your credit balance.
Applying a Credit to an Order.
As a photographer:
Once you’ve added a credit transaction under the customer’s billing tab, open the corresponding order, and then click on the Collect Payment button, and then click on the Apply $ Credit button.
If the amount due is equal to the credit balance, proceed to click on the Collect Payment button.
For the full step-by-step, follow the instructions below:
Log in to your account, then click on Orders and select the corresponding order.
Click on the Collect Payment button.
3. Under Account Credit Balance, click on the Apply $ Credit button.
4. After applying the credit to the order, proceed to a) or b):
If the customer’s credit balance is less than the Amount Due, click on Custom Amount and enter the amount equivalent to the credit balance, then proceed to Step 5.
If the amount due is equal to the customer’s credit balance, proceed to the last step.
Finally, click on the Collect Payment button.
As an agent:
If your client has a credit balance that they would like to apply to an order on their own, they just need to access the corresponding order, and then click on the Make a Payment button, and then click on the Apply $ Credit button.
If the amount due is equal to the credit balance, proceed to click on the Collect Payment button.
For the full step-by-step, provide them with the instructions below:
Log in to the Customer Portal, then click on Orders and select the corresponding order.
Click on the Make a Payment button.
3. Under Account Credit Balance, click on the Apply $ Credit button.
4. After applying the credit to the order, proceed to a) or b):
a) If the credit balance is less than the amount due, you will be required to enter payment information to pay for the remaining balance.
b) If the amount due is equal to the credit balance, simply click on the Collect Payment button to complete the payment process.
5. Finally, click on the Collect Payment button.
If you have any questions, email us at [email protected].