Table of Contents
How to Credit and Debit Funds in a Member Profile #
1. Open the member’s profile and choose Credit/Debit 0:00
- Select the member you want to update.
- In the Action Type box, navigate to Credit/Debit.
- This is where you can add funds to a member’s profile or remove them later.
2. Add a credit to the member’s profile 0:15
- Choose the Credit option.
- Enter the credit amount.
- Select the appropriate reason for adding the credit.
- Click Review and Confirm and Apply to save the credit to the profile.
3. Debit the credit when the member uses it 0:24
- Return to Credit/Debit when the member is ready to use their credit.
- Choose the Debit option.
- Enter the amount being used.
- Add the reason for the debit, such as camp.
- Review the removal of the credit from the profile.
- Click Confirm and Apply to complete the debit.
4. Check a member’s available credit 0:58
- To view how much credit a member has, click on their name.
- Open the member’s profile.
- Review the credit balance shown in the profile.
