You may want to add credit to a customer account. Credit acts like money. The customer is issued a code that they can apply at checkout. The code has a balance. When they apply the code, the balance is reduced and applied to their basket. If the item is less than the value of the credit, the remaining credit will be usable until the expiry date
Typical examples of where you may want to issue credit include:
Issuing goodwill credit i.e., to reward volunteers
Providing prize vouchers
Adjusting overpayments
Note: The participant must already have an Eventrac account before credit can be added.
This guide focuses on how you (as an admin), can apply credit manually to a customer's account. There are also ways to automate this i.e., by redeeming loyalty points or selling gift cards
Adding credit to a customer account
Navigate to CRM → Customers and search for the participant.
Click "View" to view the customer record
Locate the Credit / Gift Card section.
Click Add Credit.
Enter the Credit Amount.
Set an Expiry Date (optional: How long the credit will be usable for, after this point, it will no longer be usable)
Click Submit to save.
Reporting on credit i.e., Issued credit and remaining balances
[Section here on how they can see issued credit and whats left]
How the customer uses the credit
[Section here how the customer can use their credit i.e. Where do they find their code? Where do they add it at checkout]
⚠️ Key Notes
Credit can be use across any organisers items including entry and merchandise.
All participant credit can be reviewed and managed from their profile page.