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Household Account Credits

RecDesk supports the crediting of a Household Account rather than refunding via check, cash or credit card. This allows the balance to be applied to a future purchase/registration by any Member of that household. Each Household/Organization is automatically set up with a Household Credit Account with a zero balance.

Account credits can be debited/credited automatically through the normal Payment and Refund work flows, or manually by navigating too a customer profile (see screenshot below). A full audit history of Household Account Debits/Credits is maintained.



If an account has an Account Credit balance available at the time of payment, it can optionally be applied to that payment and if there is still a balance due, an alternate payment method chosen at the same time.





For more information, see Online Help

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