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.
Things to Know:
- 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.
Value credits applied after tax
Available on ticket | 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 credits + Service credits as two buckets* | NO | NO | NO | NO |
All Types (can use for anything)* | YES, if setting allows it NO, if setting does not allow it | NO | NO | NO |
Value credits applied before tax (e.g. Ohio)
Available on ticket | 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 credits + Service credits as two buckets* | NO | NO | NO | NO |
All Types (can use for anything)* | NO and setting does not apply | NO | NO | NO |
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