Summary
Admins can apply credits or debits directly to a member’s account from their Membership record. This allows organizations to adjust future payments, whether offering a partial refund as credit or adding an additional charge - without needing to change the billing plan or process a manual transaction.
What is a Credit?
A credit reduces the amount due on the member’s next payment. For example, if a $10 credit is applied to a Membership that usually bills $20, the next payment will be $10.
How to Add a Credit
Follow these steps to apply a credit to a Membership:
Navigate to the Membership record in Join It.
In the right-hand column, click on 'View Billing Options'.
Scroll down until you see the 'Add Credit' button.
Click the button to open an input box where you can enter the credit amount.
After entering the amount, click 'Update'. The system will apply the credit, which will then appear 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 is on auto-rebilling and you still don't see the option, please contact us.
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 within Stripe.
Organizations have the option within Stripe to add a credit to a member's account or to add a debit which would apply a debit owed to the account.