How to Add Credits to a Customer Account Without Processing a Payment

Sometimes you need to add package credits for customers who:

• Paid through another system before migrating
• Received complimentary credits
• Have remaining credits from a previous package
• Need a manual adjustment

Here’s how to add credits without processing a payment.

Steps

Step 1: Open the Customer Profile

1. Navigate to Contacts → Customers
2. Find and click on the customer
3. View Billing & Payments / Booking Credits

Step 2: Add Credits

1. To add credits to an existing pack, use the + next to their remaining credit count
2. To add a new package, click Issue New Booking Credits
3. Enter the number of credits to add, a $0 purchase price, an expiration date, and a note explaining why (e.g., “Migrated from previous system - 15 remaining credits”)
4. Save

The credits are immediately available for the customer to use.

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Common Scenarios

Migrating from Another System

Customer had 20 class credits remaining:

1. Add externally tracked payment or issue booking credits
2. Set the amount to reflect their remaining value
3. Note: “Migrated from [Previous System] - 20 remaining credits”

Promotional Credits

Giving a customer 3 free classes:

1. Issue booking credits
2. Set quantity to 3
3. Note: “Promotional - referral reward”

Tips

• Always add notes: Future you will thank present you for documenting why credits were added
• Verify the product: Make sure you’re adding credits to the right booking credits type
• Check the customer: Double-check you’re on the right customer profile before adding

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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