Applying $100 credit to auto collect accounts
Hi
As part of our business, our customers can give us vouchers valued at $100 that they receive from the government towards their children's sport. We then collect this $100 from the government and wipe $100 off their fees (their subscription). They can provide us with these coupons at any time during the year.
I am trying to work out the best way to apply this to a customers subscription.
All of my subscriptions are set up to auto collect. My customers subscriptions will start at $15 per week and vary upwards from there with different amounts and different frequencies.
No matter what they pay, I need a way to easily remove $100 from their payments and keep my records correct that this was removed due to a voucher.
I thought perhaps coupons or a credit note.
Credit note didn’t seem to work as I can’t apply it to an invoice as my customers don’t ever have an “open” invoice as they are all set to auto collect.
Another idea I had was Coupons but if I am reading the info about coupons correctly, I dont think this will work for the below reasons:
1/ One Time - If my customer only pays $15 per week, it will only remove the $15 and the customer would still have another $85 that would need to be removed.
2/ Forever - the coupon will be applied to every invoice remaining and they would therefore have more than $100 removed.
3/ Limited number of times - not every customers weekly fee will evenly fit into $100.
I am hoping someone can confirm if I am incorrect with any of the above or if there are any work arounds or other ideas as to how I could make this work for my business.
Thank you!
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