Transferring a User Credit

This article outlines the method of transferring your community members' current user credit from your previous system into CivicRec. 

Important Note

• To avoid any accounting discrepancies, transferring account credit should be done before taking any real payments.

Instructions 

1. Create an account for the renter. 
   
   Note: If you purchased a User Import, make sure the import is completed before beginning to transfer user credit accounts. If you have purchased a User Import, skip to step 2. 
2. Create "Paid in Old System" Payment Type 
3. Set Up User Credit as a Point Of Sale (POS) item 
4. Apply User Credit to the Community Members Account from the Catalog 
   1. Navigate to the Catalog 
      
   2. Search for and select the renter's account 
      
   3. Select the Point of Sale tab 
      
   4. Select the User Credit button 
      
   5. Select the Cart icon in the top right corner 
      
   6. Click the Checkout button  
      
   7. In the Payment screen, edit the amount of User Credit you are transferring to the community member's account 
      
   8. In the Add payment menu, click + Paid in Previous System
       
   9. Click Add Paid in Previous System Payment 
      
   10. Click Complete Transaction 
       
   11. Review the Receipt 
       
5. View user Credit for an Account