Create an Absence Credit
FullCount allows communities to set up Absence Credits when a
resident takes an extended leave. An absence credit automates two
processes, generating a credit for the resident’s next bill and applying
a charge to adjust the resident’s meal plan balance. Your community’s
absence policies are managed through credit types, which can be set up
using the steps found HERE. To create an absence credit, follow the steps below:
*NOTE: Absence credits are a free feature but are only enabled upon request. For assistance, contact FullCount Support at (800) 289-9636 or Support@FullCount.net.
- Click the Community Button.
- Select the Credits tab.
- If not selected by default, select the Credit subtab.
- Click New Credit.
*NOTE: Fields with an asterisk (*) are required.
- Select a Credit Type from the drop-down options.
- Search for the applicable Customer by last name.
- Enter an Effective Start Date, typically the day the resident will leave.
*NOTE: If an absence credit is
back-dated, FullCount will not automatically generate charges for the
previous days. These must be created as Back Office Transactions to catch up the absence credit. Minimum Number of Days for credits/charges will calculate from a back-date only if the minimum number has not already passed.
- Enter an Effective End Date to automatically stop
the credits and charges on a specific day. Otherwise, the absence credit
will end only if manually end-dated or the resident returns to makes an
applicable purchase. (For more information, see steps 7-9 HERE.)
- Click Save and Close.
The absence credit is set up and will begin on the effective start date.
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