How to Manage Customer Credit Balance

Learn how to add, view, and use customer credit balance. Credit balance allows customers to have store credit on their account that can be used for purchases at Point of Sale and drop-in payments.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage customers (typically organization owners and admins have this permission)
• The customer must exist in your roster

Steps

Step 1: Navigate to Customer Profile

1. Log in to your account at https://app.joinzipper.com/auth/login
2. Click CRM in the left sidebar
3. Search for and find the customer
4. Click on the customer to open their profile

What happens next: You'll see the customer profile with credit balance information.

Step 2: View Current Credit Balance

1. On the customer profile, look for the Credit Balance section
2. You'll see:
   • Current balance amount
   • Recent credit transactions (if any)
   • Option to add or adjust credit

Note: Credit balance may appear in the customer overview bar or in a dedicated section.

Step 3: Add Credit to Customer Account

1. Click Add Credit or Adjust Balance
2. Enter the credit details:
   • Amount: The credit amount to add
   • Reason: Why credit is being added (for your records)
3. Click Save or Add Credit

What happens next: The credit is added to the customer's balance immediately.

Common reasons to add credit:

• Refund applied as credit instead of cash refund
• Promotional credits or rewards
• Service recovery or adjustments
• Gift card redemption
• Promotional campaign credits

Step 4: Using Credit Balance at Point of Sale

When processing a sale for a customer with credit balance:

1. Open Point of Sale
2. Select the customer from the customer search
3. Add items to the cart
4. At checkout, credit balance appears as a payment option
5. Select Credit Balance as payment method
6. Complete the transaction

If credit balance is less than total:

• Apply available credit first
• Pay remaining amount with another method

Step 5: Using Credit Balance for Drop-In Payments

When a customer with credit wants to drop in:

1. Process the drop-in payment as normal
2. Credit balance is offered as a payment option
3. Select credit balance
4. The drop-in amount is deducted from their credit

What happens next: Credit is automatically deducted and the customer is registered.

How Credit Balance Works

Adding credit:

• Credit is added instantly
• Customer can use it immediately
• Transaction is logged for audit

Using credit:

• Available at Point of Sale checkout
• Available for drop-in class payments
• Can be combined with other payment methods
• Balance updates in real-time

Credit doesn't expire unless you set an expiration:

• By default, credit remains indefinitely
• You can track credit history in the customer profile

Tips

• Use credit as an alternative to cash refunds to keep customers engaged
• Track credit reasons for accounting purposes
• Consider promotional credit campaigns to boost loyalty
• Review credit balances periodically to identify inactive credits
• Credit can be part of gift card programs

Troubleshooting

Problem: Credit balance isn't showing at Point of Sale Solution: Check that:

• You've selected the customer at Point of Sale
• The customer has credit balance on their account
• Credit balance feature is enabled for your organization

Solution: Ensure the customer is properly selected before checkout.

Problem: Credit was deducted but transaction failed Solution: Check that:

• Review the transaction in customer history
• Verify if credit was actually deducted
• Check Point of Sale transaction logs

Solution: If credit was incorrectly deducted, you can add a credit adjustment to restore the balance.

Problem: Customer disputes credit balance amount Solution: Check that:

• Review credit transaction history
• Look at all additions and deductions
• Identify any discrepancies

Solution: Review the credit history in the customer profile and make adjustments if needed.

Problem: Can't add credit to customer account Solution: Check that:

• You have permission to manage customers
• Customer profile is accessible
• Credit management feature is available

Solution: Verify your permissions and try again. Contact admin if you don't have access.