What is Account Credit?
Account credit is a stored monetary credit applied to a patron’s CRM profile. It can be added manually by clicking the edit pencil on the patron’s account, or automatically when refunding an order to account credit.
Account credit does not expire and will remain on the patron’s profile until used.
Important Note About Refunds
If an order is refunded to account credit, it cannot later be refunded back to a credit card or any other refund source. To return funds to a credit card after issuing account credit, the promoter must refund directly through the payment gateway or issue a refund using another method - such as writing a check.
Managing Account Credit (Add, Edit, Zero Out)
Account credit balances can be added, edited, or set to zero. To edit a patron’s account credit, open their CRM profile, go to the General tab, and click the pencil icon to modify the amount.
Using Account Credit in the Box Office
If a patron has account credit, it will appear as a payment option on the final checkout page. Make sure the patron’s account is loaded before checkout and the account credit option will appear in the payment dropdown.
Can a Patron Use Account Credit Online?
Yes! If a user has account credit available - they will see it as a payment option and can pay with account credit.
Reports Available for Account Credit:
1. Viewing account credit balances
To run an account credit report, go to Reports > Custom Patron Report. Click Add Report and select the outputs AccountID, 1st Contact, and Account Credit. Then check the box "Only Credits." Export the list to view accounts with credit balances.
2. Viewing account credit usage
To see when account credit was used on an order, run a Custom Sales Report under Reports > Custom Sales Report. Select the output columns you would like, and include the Account Credit output column to see the amount of account credit applied as a payment method.
