Account Credit

Account credit is a non-monetary credit that can be added to a client's profile and applied to future purchases. Adding account credit to client accounts has advantages for you and for your clients—often helping you keep the money in your business by applying account credit to another payment for the client and avoiding a second merchant processing fee by adding account credit instead of refunding to their credit card. 

Owner, manager, staff, and client roles

Only owners can decide whether clients can build up account credit and set a limit on how much account credit they can accrue. Only owners and managers can see the details of clients’ account credit and split payments in reporting.

Owners, managers and staff members can see a client's account credit and the associated transactions, refund a purchase as account credit to a client’s account or apply a client’s account credit to purchases and accept partial payments using account credit.

Only owners and managers can add account credit directly to a clients account and remove account credit.

Clients can see their own account credit and associated transactions and apply their account credit towards their purchases. However, clients cannot make partial payments. They will only have the option to apply account credit to their purchase if the amount of the credit covers the entire purchase.

Offer account credit in your Pike13 business

1. At the top of any Pike13 page, select Settings, choose Advanced Settings, and then in the right menu under Checkout, click Account Credit.
2. On the Account Credit page, click Allow credit.
3. If you want to limit the amount of credit each client can accrue in their accounts, under How much credit can a client accumulate?, enter the limit amount, and then choose Save.

Stop allowing account credit in your Pike13 business

1. At the top of any Pike13 page, select Settings, choose Advanced Settings, and then in the right menu under Checkout, click Account Credit.
2. On the Account Credit page, click Don’t allow credit.

Add account credit to a client’s account

1. At the top of any Pike13 page, select Clients, find the client’s name, and then click it.
2. In the right menu of the client profile, select Account Credit, and then click Add Account Credit.
3. Enter an amount and a description, and then click Finish.

Refund a purchase as account credit in a client's account

1. At the top of any Pike13 page, select Clients, find the client’s name, and then click it.
2. In the client profile under History, select Bills.
3. Find the invoice that you want to refund, and then click Refund Payment.
4. For any item that you want to refund click Add Refund, and then enter the amount to be refunded.
5. Under Refund to click Refund as account credit.
6. Check or clear Want to cancel any plans or passes associated with this refund?, and then choose whether to email a receipt.
7. Click Process Refund.

Withdraw account credit

1. At the top of any Pike13 page, select Clients, find the client’s name and go to their profile.
2. In the right menu of the client profile, select Account Credit, and then click Withdraw Account Credit.
3. On the Account Credit Withdrawal page, enter an amount and a description, choose whether to email the client a receipt to show the account credit was withdrawn, and then click Finish.
4. After clicking Finish, this amount of account credit will be removed from the client's profile.
5. If you wish to compensate the client for the withdrawn account credit, you will need to reimburse them outside of Pike13.