Account Management


 

User Credit Conversion

 

Overview

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 account credit to.

 

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
    search_and_select_user.jpg
  2. Select Credit on the user's account page
    select_credit_on_user_s_account_page.jpg
  3. Click the arrow next to the credit button and choose Convert Credit 
    select_convert_credit_to_convert_user_credit.jpg
  4. In the Convert To field, choose which payment type you would like to convert the credit to
    fill_in_convert_to_field.jpg
  5. Click Continue and you will be taken to the Review screen
    select_continue_to_convert_user_credit.jpg
  6. Check to ensure that everything is correct and click Submit
    select_submit_to_complete_user_credit_conversion.jpg
    • Note: If the user does not have offline credit/debit set up, you may not be able to convert credit to the offline credit/debit option.

      A receipt will pop up when the User Credit Conversion is successful.
      view_user_credit_conversion_receipt.jpg



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback