How to Create Member Credits

There may be times when you will want to provide credits to your members. These credits might be offered as a signup bonus, as compensation for damaged produce or as thanks for volunteer work.

As of this time, member credits can only be used by members for swap upgrades and purchasing extras during the share customization period. Member credits cannot be used against their main invoice balance. If you want a member to get a discount at signup, you will need to use a coupon code.

Note: in the future we intend to expand member credits so they may be used for new signups.

How to add credits

To add a credit, pull up the member profile for the member and click on the “Credits” tab. On that page you will see a green “Add Credit” button. Simply click that button and complete the form, entering the amount of credit, the reason for the credit and if you wish, an expiration date for the credit. You may also enter an internal note if you wish, which will be visible only to admins and can be referenced in reports.

Figure 1:  The 'Credits' tab on a member profile

Figure 2: the 'Add Credit' form

To see if a member has used credits, you can go back to that same “Credits” tab and you will see not only a history of the credits added to their account but also the credits used.

How to manually expire credits

If you have forgotten to set an expiration date for a credit, or you would like it to expire sooner than was originally planned, you now have the ability to manually change the credit's status to expired. Just click the "Expire" button on any active row, then click "OK" on the confirmation dialog, to expire it effective immediately.

Note: You cannot change the expiration date on a credit at this time. If you want to change the expiration date, rather than immediately set the credit to expired, please contact support.

For a more detailed explanation of credits, view the video below.