Envibe: How to cancel an undeserved credit on a Debit Plan for Courses
Question
How do I cancel a credit that has been applied to a debit plan that is undeserved.
Answer
To amend an underserved credit on a debit plan:
1. Launch COURSES.
2. Click FUNCTIONS.
3. Click UNDESERVED CREDITS.
4. Locate the contact to be amended e.g. Regina George.
5. Click IGNORE.
6. Navigate to the Contact’s Profile.
7. Click on their Debit Tile.
8. Click MANAGE.
9. Click ADD CHARGE
9. Enter Charge Amount to reverse the existing Credit.10. Select Reason & add applicable Notes.
11. Click ACCEPT
12.
Her debit plan is
adjusted with her next debit amount updated.
Related Articles
Envibe: How to process a credit to a Debit Plan an uncredited absence for Courses
Question How do I process a credit to a debit plan for an uncredited absence. Answer Fundamentally, all enrolees of a Course are paying in advance for their sessions whether it be for an upfront term-based course, or for a continuous ongoing direct ...Envibe: How to apply a manual credit to a debit plan
Question How can I manually apply a credit to a customer's debit plan? Answer Supervisors and senior staff with the applicable permissions can add manual credits to an account. This functionality can be used for transitional credits, dispute ...Envibe: How to manage an undeserved replacement session or free pass entry in Courses
Question How can I cancel an undeserved replacement session or free entry pass issued through Courses. Answer To cancel an undeserved replacement session or free entry pass: 1. Launch COURSES. 2. Click FUNCTIONS. 3. Click UNDESERVED CREDITS 4. Click ...Envibe: How to update payment details for a debit plan on POS
Question How do I update a customers payment details on their debit plan with a new credit card on POS? Answer All Envibe users, regardless of permissions, can update a customer’s payment details if payments have dishonored, or the customer requests ...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 ...