How to Add Package Credits Without Charging the Customer

Sometimes you need to add package credits for customers who:

• Paid through another system before migrating
• Received complimentary credits
• Have remaining credits from a previous package
• Need a manual adjustment

Here's how to add credits without processing a payment.

Option 1: Issue Punch Card Credits Directly

For adding a specific number of credits to a punch card:

Step 1: Open the Customer Profile

1. Go to CRM
2. Find and click on the customer
3. Open their full profile

Step 2: Find Punch Card Credits

1. Look for the Punch Cards or Credits section
2. You may see existing punch cards or an option to add credits

Step 3: Add Credits

1. Click Add Credits or Issue Credits
2. Select the punch card product type
3. Enter the number of credits to add
4. Add a note explaining why (e.g., "Migrated from previous system - 15 remaining credits")
5. Save

The credits are immediately available for the customer to use.

Option 2: Externally Tracked Payment

For granting full package access (like an unlimited membership):

Step 1: Open Customer Profile

1. Go to CRM
2. Find and click on the customer

Step 2: Add Externally Tracked Payment

1. Find Purchases or Subscriptions section
2. Click Add Externally Tracked Payment
3. Configure:
   • Product: Select the package they should have
   • Start Date: When access should begin
   • End Date: When access should end
   • Amount: The value (for tracking, not charged)
   • Notes: Explain the reason

Step 3: Save

The customer now has access to all package benefits.

Bulk Adding Credits

If you need to add credits for many customers at once:

1. Go to CRM > Roster Processing > Bulk Credit Allocator
2. Upload a CSV with customer emails and credit amounts
3. Select the punch card product
4. Process the bulk import

Tracking External Payments

When you add externally tracked payments:

• They appear in the customer's purchase history
• They're marked as "External" so you know payment wasn't processed through Zipper
• Notes help you remember why the credit was issued

Common Scenarios

Migrating from Another System

Customer had 20 class credits remaining:

1. Add externally tracked payment or issue punch card credits
2. Set the amount to reflect their remaining value
3. Note: "Migrated from [Previous System] - 20 remaining credits"

Promotional Credits

Giving a customer 3 free classes:

1. Issue punch card credits
2. Set quantity to 3
3. Note: "Promotional - referral reward"

Fixing a Billing Issue

Customer was overcharged and you want to give them a class:

1. Issue punch card credits
2. Set quantity to match the adjustment
3. Note: "Credit for billing correction - ticket #123"

Tips

• Always add notes: Future you will thank present you for documenting why credits were added
• Verify the product: Make sure you're adding credits to the right punch card type
• Check the customer: Double-check you're on the right customer profile before adding