This article will guide you through enabling the draft to use available credit balance on a customer invoice. For full service clubs, please contact ClubReady support for more information.
Navigate to Setup > Sales > Payment Gateways > Draft Can Use Credit Balance > Yes.
To save this setting click, Update Settings Above.
Frequently Asked Questions:
1. Can I just enable this setting for one user?
At this time no, this setting will allow all users to be drafted from their credit balance.
2. Does the draft attempt the credit balance first or last in the draft?
The credit balance is attempted first. If there is not enough funds available then it will move on to the payment profile on file.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access Setup
- Club Setup: Can access Payment Gateway Setup