The User Credit Conversion process is useful when there is an account credit on the account, as well as a previous credit card charge to refund the account credit.

Important Note

• This process does not always use the original charge for the item that you are refunding, and you cannot refund more than the original charge.

Instructions

1. Search for and select the user's account
   
2. Select the arrow next to the Credit button and choose Convert Credit
   
3. You will be redirected to the User Credit tab in the Transaction Browser
   
4. Select the checkboxes next to the transactions you would like to convert
   
5. Select Convert User Credit
   
6. In the Payment Type field, choose which payment type you would like to convert the credit to
   
7. Enter the Amount to convert and add a Note
   
8. Click Save
   
9. The user credit conversion will appear as Pending
   
   
   • Note: If the user does not have an offline credit/debit set up, you may not be able to convert credit to the offline credit/debit option.
10. You will see the User Credit available for the account to convert