Activating Credit Allocations
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Below we will review how to activate the Credit Allocation feature.
Estimated Time to Complete – 5 to 15 minutes
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.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below. Video Coming Soon
Tools > Options.
Check Manual Credit Allocations > Save.
Select whether you would like to allocate credits already in the system manually or if you would like Wise Option to auto-allocate.
If you choose to have Wise Option auto-allocate, Wise Option will allocate from oldest to newest charge.
Confirm credits are appropriately allocated by spot-checking a few accounts with charges and credits.
If you chose to allocate credits already in the system manually, please visit Reports > Events Pending Allocation to aid in manually allocating credits.
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.
