How do I add pre-paid credit to a customer's account?
Managing a customer's Pre-Pay Balance
Fleet owners can add pre-paid credit to a customer's account, which will be used to automatically deduct future ride costs.
- Go to CustomersManage.
- Click Manage next to the customer you want to add credit for.
- In the top-right corner, click Pre-pay Balance.
- In the window that opens, click Create New Transaction.
- Choose whether the transaction is a Credit (add money) or Debit (remove money).
- Add a description and the amount.
- Click Add to apply the credit or debit.
How it works
Once a Pre-Pay Balance is added, the cost of future bookings will be automatically deducted from this balance until it runs out.
- For cash or card jobs, the ride cost is subtracted immediately from the balance.
- For account/invoice jobs, the credit is applied to the next invoice generated for the customer.