I’m really enjoying the straightforwardness of this program. It is clear, and fast. Thank you!
Customer credits was a bit hard to understand, and after reading quite a few posts, and looking carefully at the example in the guides, and testing it out, I have a question.
Here’s what I’m trying to do:
My client (I’m the bookkeeper) has a massage business and sells packages of 5 hour-long massages for a discount (buy 4 get 1 free type of thing). We would like to be able to track these. We also would love to use the customer credits feature because it would save him a step. But as I understand it, we don’t create a sales receipt when we sell credits - we just receive money posted to credits, and then use that for the service they use later. Is that right?
I suppose we could - at the time of service - make a sales receipt that was for the discounted service, but that would mean he’d have to remember to give them the discount? or they would bring him their credit note - kind of like redeeming a gift certificate? or … what’s the best solution to this?
Any thoughts, or updates to this topic you might have would be appreciated.