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How to apply credits to Memberships
How to apply credits to Memberships

Learn how to apply a credit to a Membership without having to navigate to Stripe

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

From a Membership record, you can now add/update 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 member's 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! :)

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