Applying credit to a recurring payment membership

This guide will walk you through how you can add credit to a recurring payment membership in Venue Manager.

When to use

Some common use cases for when you might apply credit to a recurring payment membership include:

• Referral schemes or offers
• Loyalty bonuses
• Upgrade promotions

ROLLER gives you the ability to quickly add credit back to a recurring membership, and you also have the flexibility to choose the amount of credit.

Requirements

To issue credit, you will need to have created recurring payment membership products that can be purchased online or at POS.

Add credit to a recurring payment membership

If you would like to add credit to a recurring payment membership, this can be done in Venue Manager by following the steps outlined below.

1. From Venue Manager, search for the booking ID, guest or membership number.
2. From the Bookings page, select the Items tab.
3. Select the membership you would like to issue credit for.
4. In the right-hand panel, select the options menu (3 dots) and select Issue membership credit. (You can also select Issue membership credit from the options menu (3 dots) at the end of the row for the selected membership.)
5. Input your Credit amount. This can be done in two ways.
   
   
   • Select 1 billing period, and only one billing period will be credited to the membership.
   • Or, input a custom amount. The credit amount must be equal to (or less than) one billing period.
     
     If you would like to credit back more than the amount for one billing period, then input credit for one billing period and save, then select Issue membership credit again and add another amount equal to or less than the billing period. Continue to do this until you’ve issued the full credit amount.
     
     
6. Add your Notes and give a reason for issuing the credit.
7. Select Issue credit.

To view the credits that have been issued, from the guest's bookings page, select the Payments tab and see all listed under Credits.

How does ROLLER use the credit?

When credit has been applied to a recurring payment membership, the next time a payment is due, ROLLER will automatically look for any credits first and apply these, before taking any payment.

For example, your venue may have a recurring monthly membership that charges guests $25 per month, and you want to add 3-months credit to a particular guest's membership ($75 in total).

You find the booking in Venue Manager and select Issue membership credit (the steps outlined above). You then apply a credit for $25, which is one billing period, add your reason and then submit. You repeat this process a further two times to issue 3-months of membership credits ($75 dollars in total).

When the next payment is due, ROLLER applies the credit and the guest isn’t charged. The same will happen for the following two payment periods. Once the three-months of credit has been used, ROLLER will revert back to charging the credit card linked to the guest’s membership.

Edit or void credit

Credit applied to a membership can also be edited or voided. This can be done up until the date the credit will be applied. To edit or void credit, follow the steps below.

1. From Venue Manager, search for the booking ID, guest or membership number.
2. Select the Payments tab. Credits applied to the recurring membership will be displayed. 
3. Click on the Options menu (3 dots on the right-hand side of the credit you wish to edit).
   
   
   • Select Edit credit to open a pop-up modal and adjust the credit amount or notes. 
   • Select Void credit to delete credit. 

Any adjustments to credit are recorded in the activity stream of the booking.