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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Set Up User Credit as a POS Item

  • Updated:

This article will show you how to set up user credit as a Point of Sale (POS) item. 

 

 

Instructions

  1. Navigate to POS Items
    pos items
  2. Click Create POS Item
    create pos item
  3. Fill in fieldsbasics fields
    • Name: Name the item User Credit
    • Description: Create a description
    • Group: Select a category
    • Screens: Select screens
    • Price: Insert the amount of user credit
      • Note: Internal staff members are not required to insert a price, you will just enter the amount you want to purchase as a staff member. However, we recommend that you create default amounts ($10, $25, etc.).
    • UPC Code: Not applicable for user credit
    • Additional Settings: Will vary based on your configuration settings
      • Is User Credit: Must check this box
        • Note: If enabled, this item sells as user/account credit. If not enabled, it will just be counted as purchasing a POS Item.
  4. Select the GL Codes tab
    gl codes
  5. Click Assign GL Code
    assign gl code
  6. Fill in fields
    gl code fields
    • GL Dropdown: Choose appropriate GL code(s)
    • Price: Enter a dollar amount or percentage
  7. Addons and Discounts are not generally applicable to User Credit
  8. Click Save New POS Item
    save new pos item
  9. View user credit on the Catalog

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