Overview: What are we talking about?
Reservations eligible for Quick Checkout are indicated by a down arrow next to the cart icon on the Dashboard. Package Credit and Account Balance (monetary credit) are eligible for Quick Checkout.
This article includes:
Helpful Hints: Before you begin.
- Packages are designed to be used for a specific reservation type that they were purchased for by default (e.g. Daycare packages can only apply to Daycare reservations)
- You can also choose to use package credits for all reservation types (e.g. Daycare packages can apply to Boarding reservations). To configure: Left-hand Navigation: Admin » System-Wide Settings » Allow Packages on Any Type.
Video Tutorial: A helpful tour.
Check Out Using a Package Credit
If a customer has a package credit that applies to their reservation, a down arrow will appear next to the cart icon on the Dashboard. To use this package credit:
Click on the Cart Icon.
Click on the Package Credit they would like to use for the reservation.
If the entire reservation can be covered by a package credit, a message will pop up on the bottom left indicating the animal is now checked out.
If there are still items that need to be paid for, a message will pop-up prompting you to finish checking out in the cart:
Check Out Using an Account BalanceIf a customer has a credit on their account, the total will appear next to use balance. A number with a "-" in front of it means that the customer has a credit. This credit can be quickly applied to the cart just like a package credit. Again, if the credit on file is not enough to cover all items in the cart, you will be given an error message to continue checking out in the cart.
FAQ: Check this out!Why am I getting an Ajax error when trying to check out with a package credit?
To find your payment methods, navigate to Left-hand Navigation: Admin » Payment Methods.
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