Managing Client Credits, Issuing Refunds, and Applying Credits to Subscriptions in Arketa
Managing client credits and refunds in Arketa involves several straightforward processes. This guide provides an overview of how to adjust account balances, issue refunds, and apply credits to subscriptions.
Overview of Account Credit Management
Account credits in Arketa can be used to adjust balances, issue refunds, or provide discounts on future transactions. These credits are applied automatically to eligible purchases or subscription renewals, ensuring seamless integration into the client’s account.
Adjusting Account Balances
To adjust a client’s account balance, follow these steps:
Open the client’s profile in Arketa.
Scroll down to locate the Adjust balance option.
Click the + button on the right and select Adjust balance.
Choose whether to Add or Debit credit from the account.
Enter the amount to adjust (e.g., deducting a credit for a free guest or adding a credit for a discount). Optionally, include a note for reference.
Save the changes to update the client’s balance.
This process ensures accurate tracking of credits and debits for each client.
Issuing Refunds and Credits
When you need to issue a refund or credit to a client, you have two options:
Issue an Account Credit: Add the refund amount as a credit to the client’s profile. This credit can be used for future purchases or subscription renewals.
Process a Partial Refund: Refund the specified amount directly to the client’s original payment method.
For example, if a pricing adjustment requires a $10 refund, you can either issue a $10 account credit or process a $10 partial refund.
Applying Credits to Subscriptions
To provide a discount on a client’s subscription renewal, add the desired credit amount to their account. For instance, adding a $50 credit will automatically reduce the next subscription renewal charge by $50. Once the credit is used, subsequent renewals will bill at the regular price. Note that promo codes only apply during the initial purchase and do not affect future billing cycles.
Key Considerations
Always ensure the correct client profile is selected before making adjustments.
Use notes to document the reason for any balance adjustments for future reference.
Account credits are automatically applied to eligible transactions, simplifying the process for both clients and administrators.
By following these guidelines, you can efficiently manage client credits, process refunds, and apply discounts to subscriptions in Arketa.