From a Membership record, you can now add/update a credit and see the existing credits that have been previously applied.
Here are the step-by-step instructions on how to add a credit:
First, you'll want to navigate to the Membership record within Join It
On the right-hand column, you'll see an option to click on "View Billing Options"
Once clicked, scroll down until you see the "Add Credit" button - clicking this button displays an input box where you can add the credit amount.
Once you've added the credit amount, click 'Update' and wait for the system to update the credit - which should now be displayed on the Membership record.
Frequently Asked Questions
Why don't I see the option to 'Add a Credit'?
Currently, Credits can only be added to Memberships that are set up to automatically rebill. If the Membership does automatically rebill, but you're still not able to add a credit, then please contact us.
What is a credit?
When a Credit is applied to a Membership record, this amount will be applied to the next payment made by that underlying Account. When a Credit is applied, the amount of the credit is deducted from their next payment. So if you apply a $10 credit to a Membership that automatically recurs $20 each month, then their next payment will be $10.
Can I apply a Debit (or a negative credit amount)?
Yes! You can also apply a Debit, so that the next payment is increased by the amount of the Debit.
Organizations have the option within Stripe to add a credit to a Members account or to add a debit which would apply a debit owed to the account.
As always, please let us know if you have any questions regarding this or anything else! :)