Account Credit

Account credit is a non-monetary balance applied to a client’s profile for future purchases. It benefits both parties by keeping revenue within your business and avoiding additional merchant processing fees that occur with traditional credit card refunds.

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 or remove account credit directly from a client's profile.

Clients can see their own account credit and associated transactions and apply their account credit towards their purchases. Clients may make partial payments with Account Credit and one other payment method on a single invoice.

Enable Account Credit in Pike13

1. At the top of any Pike13 page, click Settings, then click Advanced Settings.

2. In the right menu under Checkout, click Account Credit.

3. On the Account Credit page, click Allow credit.

4. 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.

5. Click Save.

Disable Account Credit in Pike13

To disable account credit, all client balances must be 0. Withdraw all remaining credit before attempting to disable account credit.

To identify clients with remaining balances:

1. Go to Reporting, then click Clients.

2. Add a filter: Account Credit is greater than 0

3. Run the report and open each client profile to withdraw their credit.

To disable account credit:

1. At the top of any Pike13 page, select Settings, choose Advanced Settings.

2. In the right menu under Checkout, click Account Credit.

3. On the Account Credit page, click Don’t allow credit.

Adding Account Credit to a Client

1. At the top of any Pike13 page, click Clients.

2. Select the client of interest.

3. In the right menu of the client profile, click Account Credit.

4. Click + Add Account Credit.

   

5. Enter an amount, description, and choose whether or not to email a receipt to the client.

   

6. Click Finish.

Refunding to Account Credit

1. At the top of any Pike13 page, click Clients.

2. Select the client of interest.

3. In the client profile under History, click Bills.

   

4. Select the invoice you want to refund, and then click Refund Payment.

   

5. Enter the refund amount. This value defaults to the full invoice amount and may be manually changed.

6. Under Refund to select Refund as account credit.
   

7. Choose whether to cancel associated plans, passes or email a receipt.

8. Click Process Refund.

9. The amount entered in step 5 will be added to the client's account credit balance.

Withdrawing Account Credit

1. At the top of any Pike13 page, click Clients.

2. Select the client of interest.

3. In the right menu of the client profile, click Account Credit,

   

4. Click Deduct Account Credit.

   

5. On the Account Credit Withdrawal page enter:

   1. Deduction amount

   2. A description of why this amount is being withdrawn

   3. Choose whether to email a receipt to the client for the withdrawal.

6. Click Finish.

7. This amount set in step 5.a will be removed from the client's account credit balance.

8. To compensate the client for the withdrawn account credit, reimburse them outside of Pike13 (e.g. with cash or a check).