Adjusting Customer Credit Balances

You can quickly adjust a customer's credit balance to correct a billing error or add a goodwill gesture when something's gone wrong.

For example, a customer was overcharged for a booking and paid using time credits. You can simply top up their balance without needing to issue a refund for the overcharge.

How you adjust the balance depends on the type of credit:

Adjusting Money Credits

You can easily adjust the balance of money credits already assigned to a customer's account.

For example, a customer was double-charged and wants their booking credit back, or your space wants to add goodwill credit to a customer's account after a disruptive renovation.

Log in to dashboard.nexudus.com if you aren't already.
Go to Operations > Members and contacts.
Click on the customer whose credit balance you'd like to adjust.
Under the Benefits tab, click Money credit.
Click the three dots icon next to the credit you'd like to adjust.
Select Adjust remaining credit.
Under Adjustment amount, enter the amount by which you'd like to adjust the credit balance.

When adjusting money credits, positive numbers add while negative numbers deduct.

If you want to add £100 you should type 100.
If you want to remove £100 you should type -100.

Add a description or reason for this adjustment.
Click Yes, do it.

All set! The customer's credit balance is instantly adjusted. You can see a record of your changes within the customer's benefit use history.

Adjusting Time Credits

You can easily adjust the balance of time credits already assigned to a customer's account.

For example, if a customer was charged for 1 hour but the booking lasted 2 hours, you can adjust their balance to add 60 minutes that weren't charged.

Time credits can only be adjusted in increments that match the time intervals set in your Bookings and calendar settings.

For example, if you allow bookings in 15-minute intervals, valid adjustments are 15, 30, or 45 minutes. You can't add or remove in 5, 10, or 20-minute increments.

Log in to dashboard.nexudus.com if you aren't already.
Go to Operations > Members and contacts.
Click on the customer whose credit balance you'd like to adjust.
Under the Benefits tab, click Time credit.
Click the three dots icon next to the credit you'd like to adjust.
Click Use time credit.
Under How many minutes/uses would you like to use of this extra service?, enter the amount by which you'd like to adjust the credit balance.

When adjusting time credits, positive numbers deduct credits while negative numbers add credits back.

For example, if you want to add 60 minutes, you should type -60. If you want to remove 60 minutes, you should type 60.

If you want to add 30 minutes, you should type -30. If you want to remove 30 minutes, you should type 30.

Click Yes, do it.

All set! The customer's credit balance is instantly adjusted. You can see a record of your changes within the customer's benefit use history.

Adjusting Printing Credits

You can easily adjust the balance of printing credits already assigned to a customer's account.

For example, add some printing credit back to a customer who was accidentally charged for 100 pages when they only printed 10.

Log in to dashboard.nexudus.com if you aren't already.
Go to Operations > Members and contacts.
Click on the customer whose credit balance you'd like to adjust.
Under the Benefits tab, click Printing credit.
Click the three dots icon next to the credit you'd like to adjust.
Click Use time credit.
Under How many minutes/uses would you like to use of this extra service?, enter the amount by which you'd like to adjust the credit balance.

When adjusting printing credits, positive numbers deduct credits while negative numbers add credits back.

For example, if you want to add 90 pages worth 10 cents each, you should type -900. If you want to remove 90 pages, you should type 900.

Click Yes, do it.

All set! The customer's credit balance is instantly adjusted. You can see a record of your changes within the customer's benefit use history.