💳💳💳 That's right! You can now apply credits to your traveler's invoice allowing you to charge your traveler's invoice without a payment.
What does applying a credit mean exactly?
This means that you can put credit onto a deposit or installment so that your travelers will see that part of their trip cost as paid. PLUS, you can name the credit whatever you want, that way it is super clear for both you and your traveler.
This feature is for you if:
- You need to transfer funds from one trip onto another trip
- You want to give a discount
How do I apply a credit to your traveler's invoice?
You find the feature to apply for a credit by going to Manage People and then clicking Manage next to the traveler's name:
When you click the apply credit you will be able to customize the credit title, name, and more:
Make sure to choose the installment you want the credit to go against. If you choose the deposit or installment then the traveler will not receive those automatic reminders. If you choose the -do not apply option- then the traveler will still get reminders for all of your set installments.
This is where you can customize the label for the credit. You can specify what it is for your records and for the traveler's records. This will show up on the traveler's invoice.
Specify how much the credit is for in this area! Take note, you do have the ability to make this number negative to subtract from the total cost if you want.
Received Payment Date
This is where you choose the date for the credit to be recorded on.
This area is just for you! Leave any notes you have for yourself as the Planner so that you can look back later and remember any details for this credit.
Also, be sure to check the box to send a confirmation email if you want to notify your traveler!