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Credit Balance

Document Details

Article Number 000164767
Article Type Article}
Article Link https://support.activenetwork.com/endurance/articles/en_US/Article/Credit-Balance

Content Details

To help your organization retain both customers and funds when cancelling registrations, you can now select to refund a cancelled order to a credit balance belong to the customer.
The customer can then spend the credit balance on future registrations or purchases associated with the same remittance account. 
After the refund is issued as credit balance, your event team can also issue it back to customer's credit card if they prefer to receive a refund.

Please check following instructions of credit balance workflows:
  • Customer Use Credit Balance to Pay for Order
  • Issue Refund from Credits Balance
Beside issuing refund as credit balance, your event team can also adding a credit balance to a customer with an expiration date, please check how it works:
  • Add or Edit Credit Balance To Registrants