Converting a purchased prepaid voucher to account balance

If a client has purchased a prepaid voucher, you can convert that voucher to sit on the client's account balance. The account balance can then be used for any future bookings, purchases or to issue a refund.

See Paying with account balance article for more details for paying with an account balance.

Steps

1. Navigate to the Client's profile

2.  Scroll down to the Prepaids or Vouchers section (depending what terminology has been set up for you)

3. Click View PrePaids or View Vouchers link

   

4. Tick the items you'd like to redeem to the account balance

5. Click Redeem to Balance link

6. Click Redeem to Balance link on the confirmation popup

7. You can then check the client's profile and see the updated account balance. Simply click the little history icon next to it for a full history of the client's account balance, or go to the client's History tab for all activities.
   

   

   
   
   

   

   
   

8. If you wish to refund the client directly back to the credit card that was used for the prepaid voucher purchases (using the account balance), please refer to the Refunding a product sale article.