With a contract, the future billing cycles will always charge payments to the saved card on file even if a customer has store credit on their account.

Here, we will review how you can use that store credit to reduce the cost of one or more payments in the future billing of their contract.

Go to the Booker and search for the customer's name.

When the customer card pops up, click on Info.

At the top of the page, you will be able to see how much store credit the customer has on their account.

Take a note of the amount of store credit the customer has.

Next, go to the Series tab.

Click on the edit icon to the left of the contract they would like to apply to store credit too. Now scroll down to the bottom of the page where you will see the future billing cycles of the contract and the date they are due to bill.

You can now adjust the amount the customer is going to be billed.

For example, if the customer has $100 in store credit and their monthly contract is $150 you can adjust this down to $50. If the customer has more store credit than the cost of a single month they might want to spread the store credit across multiple months. Once you have completed adjusting the billing cycles remember to save.

Now, go back to the Info tab of the customer's account and click edit next to the store credit.

You can adjust the figure of store credit down by the amount you applied to their contract and save.

You are now finished, you have applied the customer's store credit to their contract!

Note, if you do not have access to edit their store credit this is because your Role does not have access. Speak to your admin in the studio, they can either adjust the store credit for you or can give you access via your Role, for more information on Roles and system access, please see here.