8.3 How to Set Up Customer Credits

Customer Credits is a feature that lets you create a deductible account for your customers. This feature enables you to settle and or deduct your customers’ outstanding balances and on future bookings, by using their credit balance that can be paid in advance. This is tracked inside their contact information. Below you will find the step-by-step process of enabling this feature.

Enable Customer Credits

First, you need to set Enable Customer Credits. Navigate Settings > Car Rental > Enable Customer Credits? > Yes

Make sure you scroll down to the bottom of the page and click on the blue “Save” button.

After this setting is enabled, a new column will be seen in the Main Menu > under Contacts > Customers

Highlighted inside the orange rectangle below is the new column called “Credit Balance”. It will display any credit balance that the customer has.

Adding Credit Balance

Click the name of the customer you want to add credit for.

After that, click on the Credits tab, as shown in the picture below.

From this tab, you will see if there is any Available Credit. You can click New Credit to add credit for that particular customer.

Once you click New Credit, it will pop up a new window with fields that you need to fill out as follows:

Date –  The date when the payment is made.

Credit – The value of the payment.

Notes – You can add a personal note about this payment.

After that, click Save to complete the credit entry. You will then see the credit table updated.

Set the Payment Method and Refund Method for Client Credits

First, you need to add a new payment method for this feature. You can add it from Settings > Car Rental

Payment method

Click the Forms tab as shown in the picture below

In the Forms tab, click Payment Form as shown in the picture below

In the Payment Forms, click the gear icon indicating the settings for the Payment Type.

A window will pop up and the only thing that you need to do is to write the “Customer Credit” option just below the last option shown in the “Items” box, and then click on “Save”.

Refund method

Now in the Forms tab, click Refunds, then click the gear icon indicating the settings for the Refund Type.

A window will pop up and the only thing that you need to do is to write the “Customer Credit” option just below the last option shown in the “Items” box, and then click on “Save”.

After that go back to Settings > Car Rental > and search for ‘Payment Methods for Customer Credits

When you click on this field, you will see multiple options. Select the “Customer Credit” payment method you just created. And repeat the same steps for the “Refund Methods” as shown in the picture below.

Then, be sure to scroll down and click “Save” to apply the changes.

You can now start using the “Customer Credit” to add a Payment when settling the remaining balance of a reservation or paying for a new reservation. You will also be able to select customer credit as the refund type when registering a refund.

If you want to learn more about how to do a refund check this article.

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