Overview
This article will walk you through how to issue credits or debits to your clients, and how both you and your clients can apply those credits to future orders. Credits are a helpful tool for promotions, referrals, or refund alternatives.
Adding a Credit or Debit to a Client
You can add a credit (to be used for future orders) or a debit (to reduce an existing credit balance) by following these steps:
Go to the Customers section of your Aryeo account.
Click Edit on the customer you'd like to update.
Click on the Billing tab.
Click Credit Balance, then click Add Transaction.
Choose either Credit or Debit as the transaction type.
Note: Debit will deduct from their existing credit balance.
Enter the following details:
Amount
Posting Date (when the credit/debit becomes active)
Description explaining the reason for the transaction
Click Create Transaction to save.
Applying a Credit to an Order
Once a credit is added to a customer’s account:
Log in to your Aryeo account.
Go to Orders and open the corresponding order.
Click Collect Payment.
Under Account Credit Balance, click Apply $ Credit.
Then, depending on the situation:
If the credit balance is equal to the amount due:
Simply click Collect Payment to complete the transaction.
If the credit balance is less than the amount due:
Choose Custom Amount and enter the credit balance.
Then click Collect Payment.
As a Client
Clients can apply their credit balance when placing an order:
Clients can click the Make a Payment button.
Under Account Credit Balance, click Apply $ Credit.
Then:
If the credit balance is equal to or greater than the amount due:
The client can proceed by clicking Collect Payment to complete the order.
If the credit balance is less than the amount due:
The client will be prompted to enter additional payment info to cover the remaining balance.
FAQ
Q: What is the difference between a credit and a debit?
A: A credit adds funds to the customer's account for future use. A debit removes funds from their existing credit balance.
Q: Can I apply part of a credit to an order?
A: Yes, you or the client can choose to apply a custom amount up to the available credit balance.
Q: Can clients apply credits themselves?
A: Yes, clients can apply their available credit when paying for an order.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!