Account Credit

Account credit is a non-monetary balance applied to a client’s profile for future purchases. It benefits both parties by keeping revenue within your business and avoiding additional merchant processing fees that occur with traditional credit card refunds.

Owner, Manager, Staff, and Client Roles

Only owners can decide whether clients can build up account credit and set a limit on how much account credit they can accrue. Only owners and managers can see the details of clients’ account credit and split payments in reporting. 

Owners, managers and staff members can see a client's account credit and the associated transactions, refund a purchase as account credit to a client’s account or apply a client’s account credit to purchases and accept partial payments using account credit.

Only owners and managers can add account credit directly to a clients account and remove account credit.

Clients can see their own account credit and associated transactions and apply their account credit towards their purchases. However, clients cannot make partial payments. They will only have the option to apply account credit to their purchase if the amount of the credit covers the entire purchase.

Enable Account Credit in Pike13

1. At the top of any Pike13 page, select Settings, choose Advanced Settings.
2. In the right menu under Checkout, click Account Credit.
3. On the Account Credit page, click Allow credit.
4. If you want to limit the amount of credit each client can accrue in their accounts, under How much credit can a client accumulate?, enter the limit amount, and then choose Save.

Disable Account Credit in Pike13

1. At the top of any Pike13 page, select Settings, choose Advanced Settings.
2. In the right menu under Checkout, click Account Credit.
3. On the Account Credit page, click Don’t allow credit.

Adding Account Credit to a Client

1. At the top of any Pike13 page, select Clients, find the client’s name, and then click it.
2. In the right menu of the client profile, select Account Credit, and then click Add Account Credit.
3. Enter an amount and a description, and then click Finish.

Refunding a Purchase to Account Credit

1. At the top of any Pike13 page, select Clients, find the client’s name, and then click it.
2. In the client profile under History, select Bills.
3. Select the invoice you want to refund, and then click Refund Payment.
4. For each item, click Add Refund, and then enter the amount to be refunded.
5. Under Refund to click Refund as account credit.
6. Choose whether to cancel associated plans, passes or email a receipt.
7. Click Process Refund.

Withdrawing Account Credit

1. At the top of any Pike13 page, select Clients, find the client’s name, and then click it.
2. In the right menu of the client profile, select Account Credit, and then click Withdraw Account Credit.
3. On the Account Credit Withdrawal page enter:
   1. An amount of credit to withdraw
   2. A description of why this amount is being withdrawn
   3. Choose whether to email the client a receipt to show the account credit was withdrawn
   4. Click Finish.
4. After clicking Finish, this amount of account credit will be removed from the client's profile.
5. If you wish to compensate the client for the withdrawn account credit, you will need to reimburse them outside of Pike13.