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:
- 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.
- 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 |
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