Activating Credit Allocations

Overview

Below we will review how to activate the Credit Allocation feature.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

• IMPACT

Estimated Time to Complete – 5 to 15 minutes

Instructions

Before beginning:

• If you have not already, please review the Credit Allocation Overview before proceeding.

• We recommend activating Credit Allocations during a non-busy time, as this action may cause a temporary decrease in system performance and may take up to 15 minutes.

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below. Video Coming Soon

Step-by-Step Guidance

1. Tools > Options.

2. Check Manual Credit Allocations > Save.

3. 

   Activating Credit Allocation
4. Select whether you would like to allocate credits already in the system manually or if you would like Wise Option to auto-allocate.

5. If you choose to have Wise Option auto-allocate, Wise Option will allocate from oldest to newest charge.

6. Confirm credits are appropriately allocated by spot-checking a few accounts with charges and credits.

7. If you chose to allocate credits already in the system manually, please visit Reports > Events Pending Allocation to aid in manually allocating credits.

8. Please note that we recommend ALL businesses using credit allocation feature to check this report at least once a month to ensure ALL credits are allocated.

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Resources

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