Applying Membership Value Credit in POS on the Scheduler App

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.
• Apply Membership Value Credit Before Tax: With this setting, the client's membership value credit is deducted from the total cost of the products or appointments before any taxes are calculated. In other words, the membership credit is applied to the pre-tax amount. This can be beneficial for clients as it reduces the overall cost, including taxes, which might encourage them to use their membership value credit.
• Apply Membership Value Credit After Tax: In this scenario, the client's membership value credit is deducted from the total cost, including taxes. This means that taxes are calculated on the full price of the products or appointments before the membership credit is applied. Clients will pay taxes on the original price and then use their credit to reduce the overall cost.
• 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 the "Enable First In First Out Rule For Value Credits Usage Order" 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.

Contents

• Applying Membership Value Credit Before Tax
• Applying Membership Value Credit After Tax

Applying Membership Value Credit Before Tax

1. Log into the app. For detailed instructions, learn more here.
2. After signing in, you will be directed to the schedule by default.
3. Select the POS icon
4. Add a client and service (not covered by the membership credit) or a product
5. The value credit will be applied before sales tax
6. Tap Pay
7. Once payment is received, proceed to close the ticket

Applying Membership Value Credit After Tax

1. Log into the app. For detailed instructions, learn more here.
2. After signing in, you will be directed to the schedule by default.
3. Select the POS icon.
4. Add a client and service (not covered by the membership credit) or a product.
5. Tap "Pay"
6. The value credit will be applied after sales tax and will be visible on the payment page.
7. Once payment is received, proceed to close the ticket.

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

Related Article

• Use of Membership Value Credits
• Membership Value Credits vs Membership Item Credits
• Membership Value Credits Before & After Tax Setting
• Membership Value & Item Credits Audit Trail
• Membership Value Credits Report