How it works

Customer Credits is a feature that lets you create a deductible account for your customers. This feature lets you settle your customers’ outstanding balances for their bookings. You can also process refunds in customer credits.

Customer Credits are tracked inside a tab on each contact. Below you will find the step-by-step process to enable this feature.

Enable Customer Credits

First, you need to Enable Customer Credits.

Navigate Settings → Car Rental → Find the option Enable Customer Credits? → set it to Yes

Next, scroll down to the bottom of the page and click the blue “Save” button.

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Set Up Customer Credits as Payment and Refund Methods

To be able to use Customer Credits as a payment method or a refund method, you must first add Customer Credits as payment refund and Refund method for Customer Credits.

To do so, navigate to Settings → Car Rental and find the options:

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