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Add or Edit Credit Balance To Registrants

Document Details

Article Number 000165346
Article Type Article}
Article Link https://support.activenetwork.com/endurance/articles/en_US/Article/Add-Credit-Balance-To-Registrants

Content Details

Your event team can follow the steps below to add Credit Balance into a registrant's profile for future use.
  1. Log in to ACTIVE Works with Existing ACTIVE Passport Account
  2. Click on People tab
  3. Locate the registrant by searching for name or email
  4. On registrant's profile page, click on Credit Balance tab
  5. Click on Add balance
  6. In the pop-up window, select Remittance account 
    • Note: The credits only can be used on the events which have the same remittance account associated.
  7. Entering the Amount to add to the participant’s credit balance. 
  8. Selecting the date on which this amount will expire
  9. (Optional) Entering any Notes
  10. Click on Next
  11. Confirm the credit balance message

Note: The expiration date of a customer’s credit balance can be edited by clicking on the pencil icon regardless the credit is being manually added or generated from refund.
User-added image

ALERT: Please understand that this is a new feature which is still under optimizing, relevant function will be enhanced in future release. It cannot be tracked, edited or deleted at this moment.