Credit back time

If you'd like to credit back time for a client (if, for instance, there was broken equipment and you don't want the booking to count against their plan hours), just go to the calendar their booking was on, edit the booking and change the "booked by" value to be "n/a" rather than the client name. Then, the system will not count the hours of that booking towards their plan. Please do that before the end of the month.

Credit back a dollar amount

If you'd like to credit a dollar amount back to a client, go to Clients > Client name > Fees/Credits > Add. 

This can be a one-time credit (to be applied to the client's account immediately or on a future date) or a recurring credit (to be applied again every month or every few months).  

Applying a credit to a client puts that dollar amount back on their TFC account.

If your client is assigned to Automatic payment processing, any future charges the client incurs (hourly bookings, storage, fees, monthly plan, etc.) will first pull from this credit before charging the client's payment method.

If your client is assigned to Manual payment processing, select Apply Credit to apply the credit balance to an outstanding bill. If you make a mistake, you can delete or 'zero out' their credit balance.

Refund a client

If you need to issue a refund to a client, please see here for more information on refunds vs. credits.

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