The User Credit account is used as a payment account and also a control account in some respects. This account is similar to an accounts payable account that would be considered a liability account. It is money that is owed to the customer.

The User Credit account is where money may be held pending further account action that may occur through refunds, transfers, or applied toward new or existing balances. Credits may be created in the user credit account if a payment is made without some other offsetting purchase, the amount due, or a user fee.

Customer credit balances within the user credit account are set up to force customers to use any existing credits on their accounts before making further payments. This function is automatically enabled.

How Credit Balance Is Used

Flows in:

• When an overpayment is made on an account
• A cancellation that had not yet been refunded occurs on an account
• Fee adjustments are made that result in a credit to accounts not yet refunded
• A transfer to another activity resulting in a reduced fee for an item already paid

Flows Out:

• User Credit is applied to a new fee or activity
• User Credit on the account is refunded to the customer
• User Credit is used toward a new program or fee
• Transfer into an activity that uses existing user credit

Resources

• User Credit Conversion
• Set Up User Credit as a POS Item
• Create a Payment Type
• Purchase User Credit for Another User's Account
• Report on Manual User Credit
• View User Credit for an Account