Sometimes you need to put credit on someone's account without them paying for it — honouring a paper voucher from before you joined BookUp, or making up for a bad appointment. You can do that, correct a balance that's wrong, and take one back.
All of it is owner only. Workers can see a client's credit but can't change it.
Where it lives
Open the client from your Client Directory and go to the Credit tab.
You'll see:
- Spendable credit — what they can use right now, with any packs listed underneath
- Balances — every grant they hold, with what's left on each
- A history of everything that's happened: issued, spent, refunded, expired, revoked, adjusted
Owners can also issue credit from Catalogue → Gift Cards → Sales & balances, which is handier when you're already looking at your gift-card figures.
Issuing credit
Click Issue credit, type an amount in pounds, and confirm.
What you've given is plain account credit: spendable on anything you offer, with no expiry. It shows on their record as Manual credit and is recorded against you, so there's a trail of who gave what.
Two things worth knowing before you do it:
It is real money out of your pocket. Unlike a gift card, nobody paid for this. When they spend it, you do the work and nothing lands in your account.
It counts towards Outstanding. The Outstanding figure on Sales & balances is every unspent money balance, whether it was bought or given. If you hand out a lot of goodwill credit, that number will climb without a matching sale behind it.
Adjusting a balance
On any live balance, Adjust changes it up or down.
Enter the change, not the new total. Type 10 to add ten pounds; type -5 to take five off. A pack adjusts in whole credits the same way — 1 or -1. Getting this backwards is the easy mistake: typing 50 on a £50 balance leaves £100, not £50.
Use it to correct a slip — a gift card typed in as £30 instead of £300, a class they were charged a credit for but never attended.
Revoking a balance
Revoke removes what's left on a grant.
It cannot be undone, and it does not refund any money. If the customer paid for that credit and wants their money back, refund the purchase instead — see the gift cards article — and don't revoke it. Revoking a bought balance leaves the customer out of pocket with nothing to show for it.
Revoke is for credit that shouldn't have existed: a comp issued to the wrong person, a duplicate, a goodwill gesture given twice.
What can't be changed
Once a balance is revoked, expired, or fully spent, Adjust and Revoke disappear from it. There's nothing left to move. If someone needs credit after that, issue a fresh one.
The trail
Every movement is recorded on the client's Credit tab with a reason — Issued, Spent, Refunded, Expired, Revoked, Adjusted — and grants record who issued them.
That trail is why adjusting a balance beats deleting and re-issuing: the history stays readable when someone asks in six months what happened.