Envibe: How to add a credit to a Direct Debit membership

Question

How do I add a credit to a Direct Debit membership to resolve a membership dispute.

Answer

To credit a Direct Debit Membership you can:

1. Apply manual credit

2. Apply Bulk Credit

Apply Manual Credit

Supervisors and senior staff with the applicable permissions can add manual credits to a direct debit membership. This functionality can be used for transitional credits, dispute resolutions, promotional free time or any other scenarios that require a credit to be manually added to the debit plan.

To apply a Manual Credit to a Debit Plan:

1. 1. Launch CONTACTS.

2. 2. Search and select the applicable contact. 

3. 3. Click Debit Tile. 

4. 4. Click Manage. 
   

5. 5. Click Add Credit
   

6. 6. Add the Amount to be charged. 

7. 7. Select the appropriate Reason.

8. 8. Add Note.
   

9. 9. Click ACCEPT.
   

Note: The customer next payment will adjust accordingly

Apply Bulk Credit

For scenarios where many specific categories of members need to receive a credit to their account, the Membership Bulk Credit tool can be utilised. 

To process the bulk credits:

1. 1. Launch Debit Management.

2. 2. Under Other Actions, click Membership Bulk Credit.

3. 3. Select the Membership Type to apply to.

4. 4. Click NEXT.

5. 5. Select the date to apply to credit – default is todays date.

6. 6. Click NEXT.

7. 7. Choose SET DEFAULT AMOUNT or CHANGE INDIVIDUAL AMOUNT.

8. 8. Add amount and click Next.

9. 9. Review records and click ACCEPT.
   

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