Use of Membership Value Credits

Modified on Mon, 30 Jun at 4:27 PM

Membership value credits are monetary credits given with the purchase of a membership that can be used towards appointments or product purchases, based on the membership configuration. 


Things to Know:

  • The ability to configure membership value credit is governed by the "Memberships" access control setting.
  • By default, membership value credits cannot be used to pay for taxes or fees; they can only be used for purchasing products and services. However, they can be used to pay for tips if the "Can membership credits be used for tips?" setting is enabled. 
  • By default, membership credits do not apply to items with a $0 value. However, if the “Should generate bundle purchase usage for items with price $0” hidden setting is enabled, the item credit will be applied.
  • When the "Apply Membership Value Credits" setting is set to "Before Tax," the Take Payment page displays all available client credits, even if they exceed the ticket balance. This allows for greater flexibility in selecting which credits to apply and provides better transparency in credit usage.


Contents:


Value Credits Applied After Tax

Credit Type

Allowed For Tips

Allowed For Taxes

Allowed For Fees

Allowed For Membership Purchase

Product credits only

NO

NO

NO

NO

Service credits only

NO

NO

NO

NO

Product + Service Credits (Separate Buckets)

NO

NO

NO

NO

All Types (can use for services and products)

YES, if the setting is enabled

NO, if the setting is disabled

NO

NO

NO

 

Value Credits Applied Before Tax (e.g. Ohio)

Credit Type

Allowed For Tips

Allowed For Taxes

Allowed For Fees

Allowed For Membership Purchase

Product credits

NO

NO

NO

NO

Service credits

NO

NO

NO

NO

Product + Service Credits (Separate Buckets)

NO

NO

NO

NO

All Types (can use for services and products)

NO (the setting will be hidden when the before tax option is selected)

NO

NO

NO


Related Article

Applying Membership Value Credit in POS

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