There may be times when you will want to manually redeem credits on your members' accounts. For example, a member may want to purchase extras while visiting you at the farmers market, or they may request to use their credits that are nearing their expiration date to purchase an additional share.
Note: For this process to work correctly, you must have the "universal balance" feature enabled on your account. Unless you made specific arrangements with your account manager, this was enabled on December 1, 2021.
How to redeem credits
To redeem a credit, you will apply a manual payment to their order. Navigate to the members account and click on the “Orders” tab, then the "Order ID" link for the order you want to apply the payment to. Click the "Add Payment" button at the bottom of the page.
- If the member has a credit card on file, select the "Process payment against card on file" option. Under the "universal balance" feature, any available Harvie Balance is applied to the transaction first, and the remainder, if applicable, is charged to their card on file.
- If the member has no card on file, but does have credits on their Harvie Balance, this will be the default option, and the amount of credit available will be displayed.
Enter the Amount that you want to redeem, select the appropriate Type for your scenario, and enter a brief description. If the payment is for extras, select the checkbox below the description. If it should go towards the order total paid (for example, to cover an upcoming share), leave the box unchecked. Click "Submit Payment"
Note: The "Send confirmation email" option is intended for use only when initially completing the order, and will send all the details of the season subscription. It is not necessary when applying a payment mid-season.
After successfully applying the balance, a new row appears in the "Payments" section on the "Order" page. The amount will appear in either the "share balance amount" or "extra balance amount" column, depending on whether you selected the checkbox to apply the payment to extras.
