Account Credit

Account credit is a non-monetary credit that can be added to a client's profile, making it easy for them to apply it to future purchases. Offering account credit has distinct advantages for both your business and your clients. It helps retain funds within your business and avoids incurring additional merchant processing fees by applying credit instead of issuing refunds to a credit card.

Managing Account Credit
As a trial user, you can explore how account credit works, but the ability to implement it will be available once you transition to an active subscription.

• Role Management: Only owners can set limits on account credit accumulation and determine whether clients can build up credit. Owners and managers can view account credit details and split payments in reports.

Tracking Account Credit
Track client account credit through both the Clients and Transactions reports. Owners, managers, and staff can view a client’s account credit and associated transactions, refund purchases as account credit, and apply this credit to future purchases. Clients can also view their account credit, but they can only apply the full amount toward a purchase and cannot make partial payments.

Offering Account Credit

Enabling Account Credit:

1. At the top of any Pike13 page, select Settings.
2. Choose Advanced Settings.
3. Under Checkout, click on Account Credit.
4. On the Account Credit page, click Allow credit.
5. If you wish to set a limit on the amount of credit each client can accrue, enter the limit and then click Save.

Disabling Account Credit:
To stop offering account credit:

1. Go to Settings, then Advanced Settings.
2. Click on Account Credit under the right menu.
3. Click Don’t allow credit.

Important Note: All issued account credit must be withdrawn before disabling this feature. To see which clients have remaining account credit, go to the Clients report and filter for Account Credit greater than 0.

Managing Client Account Credit

Adding Account Credit to a Client’s Account:

1. Select Clients at the top of any Pike13 page.
2. Find and click on the client’s name.
3. In the right menu of the client profile, select Account Credit and click Add Account Credit.
4. Enter the amount and a description, then click Finish.

Refunding a Purchase as Account Credit:

1. Select Clients and find the relevant client.
2. In the client profile, go to History and select Bills.
3. Find the invoice to refund and click Refund Payment.
4. For items you want to refund, click Add Refund, enter the amount, and select Refund as account credit.
5. Decide whether to cancel any associated plans or passes and choose to email a receipt if desired.
6. Click Process Refund.

Withdrawing Account Credit:

1. Go to Clients, find the client, and access their profile.
2. In the right menu, select Account Credit and click Withdraw Account Credit.
3. On the Withdrawal page, enter the amount and a description, choose to email a receipt, then click Finish.

After processing the withdrawal, the amount will be removed from the client’s profile. If you wish to reimburse the client for the withdrawn amount, it must be done outside of Pike13.