Credit a customer at the register

Customer credit records a payment (or credit balance) to the selected customer’s account. The operation is done from the Customers panel on the Cash register screen.

When the customer has unpaid tickets, the software offers to link the credit to one of those tickets or apply it to a new ticket.

Procedure

1. Check that the register is open and the journal date is correct.
2. Search for and select the customer in the Customers panel (left).
3. Click Customer credit (bottom of the panel).
4. If a dialog lists unpaid tickets: choose the ticket to credit or the option for a new ticket.
5. Enter the amount and payment type (Cash, Card, etc.).
6. Confirm and check the entry in the day journal.

Online payment (optional)

If the Online payment button is visible, you can send a payment request to the customer via Stripe — provided online payments are enabled in Preferences.

Common issues

• Customer credit greyed out: no customer selected or insufficient permissions.
• Online payment missing: Stripe integration or option not enabled — contact an administrator.
• Expected ticket not offered: check order status (paid / unpaid) and journal date.