You can add or remove package credits on a customer's account by hand. Each service you offer that uses credits has its own panel on the customer's History page: daycare, evening care, walks, drop-ins, grooming, universal and training. The panels use your own names for these services.
How to manually adjust credits
When viewing a customer's account, click History in the customer menu.
Once the History screen opens, scroll down to the credits panel you need, for example Daycare Credits, and click its heading to open it.
Click the Modify Credits button in the bottom right-hand corner of the panel. It's labelled with the service, for example Modify Daycare Credits.
In the popup window enter the required information: the Reason for the adjustment, the Type of credit being adjusted (for daycare and evening care: full day, half day or hourly, depending on what you offer), and the Qty. Use a positive number if adding credits, for example 2, or a negative number if removing credits, for example -1.
Click Add/Remove.
Once added, the change will be reflected in the balance of credits on their account.
You can also open the same popup from the customer's profile: in the Credits panel, click Options next to Edit Credits: and choose the service.
What manually adjusting credits doesn't do
Credits added this way don't appear as money owed on the customer's account. The customer isn't charged. To charge for credits, use Add Sale or the Add Booking feature.
This tool is meant for initially seeding a customer's account with credits, for example when they move over from another system.
The customer isn't emailed about the change.
This is separate from wallet funds, which are money rather than sessions. See the wallet funds article in Related articles.
Manually adjusting credits: frequently asked questions
How do I remove credits from a customer's account?
Open the customer's History page, open the credits panel, click Modify Credits and enter a negative Qty such as -1. The credits balance drops by that number. To take credits off one daycare booking, see "Remove Credits from a Daycare Booking" in Related articles.
Can I undo a manual credit adjustment?
Yes. Make another manual credit adjustment with the opposite number. If you added 2 by mistake, enter -2. Both entries stay in the panel's history, with the reason you gave.
Where can I see manual credit adjustments?
Each manual credit adjustment shows as a line in that service's credits panel on the customer's History page, with the reason you entered and the running balance.
Can I enter part of a credit?
Only for hourly daycare credits. Other manual credit adjustments use whole numbers.
Can I add free nights this way?
No. Modify Credits doesn't cover boarding. See "Free Nights/Boarding Credits" in Related articles.
Manually adjusting credits: common problems
I can't see the Modify Credits button
The Modify Credits button is inside the credits panel, and each panel starts closed. Click the panel's heading on the customer's History page to open it. A panel only shows for services you have enabled.
The balance didn't change after I clicked Add/Remove
For daycare, check you chose a Type and entered a number in Qty, then try again. The credit balance for each type (full day, half day, hourly) is listed separately in the panel, so check the right one.
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