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How to Use Credit Balance on Admin site

Document Details

Article Number 000030864
Article Type Article}
Article Link https://support.activenetwork.com/camps/articles/en_US/Article/Use-Credit-Balance-to-Make-a-Payment-for-an-Internal-Registration

Content Details

If any part of a customer registration payment is refunded to account credit, these funds can be reallocated internally to another registration or applied to an existing order instead of being refunded to the customer. Follow these steps to apply credit balance.

Make payment for internal registration:
  1. Complete Internal Registration 
  2. On Review order and check out page, choose Custom amount
  3. Enter amount of credit balance in box
  • Note: If amount owed is less than the full credit balance, enter the amount owed. Remaining credit will stay in credit balance
  1. ​​Check box for Use customer's available credit balance
  • Note: Credit balance remaining amount will reflect the rest of credit immediately
  1. Click Complete order

Pay balance on existing order: 
  1. Click People tab
  2. Search and select desired participant name
  3. Locate and click desired order
  4. Click Make a payment
  5. Choose Custom amount and enter desire amount
  • Note: The amount entered must be less than the available credit amount. Otherwise, the option of Use customer's available credit balance will be disabled
  1. Check the box of Use customer's available credit balance
    • Note: Credit balance remaining amount will reflect the rest of credit immediately
  2. Click Submit payment

Note: To view how registrants use the credit balance, see the article How to Use Credit Balance on Participants End