Account credits can be used for payment on a reservation or invoice. These credits may be given to your customers as part of a Gift Card purchase or rewards in a Loyalty Program, or in any other instance where clients might want to pay a bulk sum of money in advance. Additionally, account credits may be added if a customer overpays on a reservation or an invoice.

Creating Account Credits

1. Click ‘Accounts’ in the Navigation Bar.
2. Search for the account for which you want to create a credit.
3. Toggle to the ‘Financial Date’ tab within the account screen.
4. Click the ‘Available Account Credits’ link on the right-hand side of the screen.
5. Select the payment method from the dropdown. For example, if someone is looking to pay ahead on their account, you might select Cash or Credit Card, etc. If you are issuing loyalty awards, you may need to create additional Payment Methods by visiting the List Management tab. To learn more, visit the following Knowledge Center article.

Press “Submit,” and available credits will now show at the bottom left of the Payment Terminal.

Requesting Payment for Account Credits

1. Click ‘Accounts’ in the Navigation Bar.
2. Search for the account for which you want to create a credit.
3. Toggle to the ‘Financial Date’ tab within the account screen.
4. Click the ‘Available Account Credits’ link on the right-hand side of the screen.
5. Select the appropriate payment method from the drop-down menu (this can be any payment method mapped to ‘CCARD’ Payment Method subtype in the List Management section of your system).
6. Select ‘Request a Payment’ from the Pay With dropdown field.
7. Enter the Name and Email of the person you are requesting payment from.
8. Enter any important payment notes (optional).
9. Enter the payment amount.
10. Press ‘Send Payment Request’ to initiate email.

Applying Account Credits to a Reservation

1. Click the Payment icon at the top of the reservation screen.
2. In the Payment method drop down select ‘Credits’ at the bottom of the list.

3. Enter the amount found in “Available Account Credits.”

4. Press Submit to process payment.

5. The remaining balance will now be shown, and you can collect additional payments by choosing another payment method from the dropdown and processing a second payment.

If you have any questions or need help, please don’t hesitate to reach out to our support team for assistance. Have a suggestion for us? Send an email to ProductTeam@LimoAnywhere.com; your input is important for our continued success.

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How to Create Credits on an Account:

1. Open the relevant billing account and select the Financial Data tab, and click Available Account Credits.

1. Select a payment method just like taking any other payment.

1. For credit card payment, you can choose to process through a gateway, or select “no gateway” if the transaction was processed externally.

1. Enter details related to account credit – credits could be used for anything, such as gift cards, reward programs, retained deposits on cancelled trips, etc. (In the image below, I have NOT hit submit yet.)

1. Hit Submit, and you will see the transaction appear, and then a total amount of account credits available. (Note in the image below, the new $100 transaction appears at the top, and the Available Account Credits has updated from $50 to $150.)

6. If desired, you can click to highlight the completed transaction and view the details or refund the payment (in part or in whole).

The image below is the result when you change the amount to $50 and hit Refund. The refund transaction has been added to the list, and Available Account Credits is now $100:

How to Apply an Account Credit against a Trip or Invoice:

You can apply an account credit, like any other payment, on the reservation screen, on the settle screen, or on an invoice.

1. From the Reservation – click Payments and select “Credits” from the list of Payment methods. Notice the Payments window shows transactions related to this reservation, as well as Available Account Credits:

1. You can get to the same payment window through the Settlement screen by clicking PMTS.

1. Apply Account Credits to an invoice just like any other payment. Under Receivables, on the Receive Payments tab, click Apply Payments to This Account:

4. Available Credits appears with any other payments available to apply. Click Apply to Invoice to open the dollar value window. Notice this window defaults to total amount due. Don’t forget to change it to the amount you want to apply before you hit Submit.

1. You may also apply the Credit to an invoice under the Invoices tab, by opening the invoice and clicking on “Payments”:

1. In all cases, the system will not allow you to apply MORE than the amount of available credit, so remember to enter the amount you actually want to apply:

Let us know in the comments how you plan to use credits in your business!

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