Editing a Prepaid Card Balance

You can edit a guest's prepaid card balance to compensate for a service that did not meet the expectations. In such cases, you can add more balance to the prepaid card as a measure to retain the guest’s trust.
Organizations usually restrict the rights to edit a prepaid card balance to certain roles such as Managers. To add required permissions to specific employees so that they can edit a prepaid card balance, contact Support.

To edit a prepaid card balance:

  1. From the main menu, click the Appointment tab.
  2. In the appointment book, search for the guest whose prepaid card balance you want to modify (you can search for a guest using their name, phone number or email address), and click Profile.
    The guest's profile details appear. http://support.zenoti.com/hc/en-us/article_attachments/202528363/search_prepaid_card.png
    Alternatively, from the appointment book, click on an open slot and select Pre-paid/Gift Card Details. Enter the prepaid card number and click Show. Click on the guest name link in the Bought by: field and follow step 3 below to edit the balance.
  3. Click the Pre-Paid Cards tab.
  4. Click the Balance link against the relevant invoice number.http://support.zenoti.com/hc/en-us/article_attachments/202528613/edit_prepaid_card_balance.png
  5.  Enter the new balance in the Update Pre-Paid Card Balance window.
    Note: You must enter the total amount after you have added the new balance to the existing balance.
    If the existing balance if $1000 and you add $500 to it, then you must enter $1500 in the new balance field.

  6. Click OK.
    You can now view the modified prepaid card balance when taking the guest's payment at the Point of Sale (POS).
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