Applying Membership Value Credit in POS

Membership value credits can be applied to product purchases and appointments in POS before or after sales tax. In this article, we will walk through the steps on how to apply value credit before and after tax.  

Things to know:

• Value credits will only be applied to items that are eligible based on the membership configuration
• The available value credits will be applied to the item's full value by default, but you can alter it to use a fraction of the credits if you desire.
• For information on the uses of membership value credits, please see here
• When a client has multiple memberships with applicable value credits for a product or service, the system can apply credits using the First In, First Out (FIFO) method. This means:
  • The system will always use the oldest (first issued) credits before applying newer ones.
  • This helps prevent older credits from expiring while newer ones remain unused.
  • This feature is controlled by a hidden setting that can only be enabled by the MyTime team. To activate it, please contact your account manager or reach out to support@mytime.com 
• Once enabled, FIFO takes priority over all other rules for applying value credits:
  • If multiple credits were issued on the same day, the order in which they were added does not affect their usage.
  • If a membership contains two credit buckets created at the same time, the FIFO rule does not apply between them.

Applying Membership Value Credit Before Tax in POS

1. Navigate to POS > New Ticket
2. Add client and service (not covered by the membership) or a product
3. The value credit will be applied before the sale taxes
4. Take payment
5. Close ticket

Applying Membership Value Credit After Tax in POS

1. Navigate to POS > New Ticket
2. Add a client and a service (not covered by the membership) or a product
3. Take Payment                
4. The value credit will be visible and applied on the take payment page  
5. Close ticket

For more information, contact us at support@mytime.com.  

Related Article

Use of Membership Value Credits