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

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