For clients currently in the Online Acne Program, the coach will have to manually track and apply any account credit.

The client may have a credit on their account due to a returned product or accidental charge.

Clients in the program must have this credit applied manually by their coach as all product orders are done manually by the coach.  It is the responsibility of the coach to check their notes and apply the credit to the next order. 

When this happens: 

1. Make a note in InfusionSoft for the client that contains the date, credit amount, why they have the credit and your initials
2. Make a note in Clear Connections for the client that contains the date, credit amount, why they have the credit and your initials

When using a credit:

1. Follow the KB article here: https://naturalacneclinic.happyfox.com/kb/article/21-applying-discounts-to-orders-in-is/
2. Update the existing note (do not make a new note) in InfusionSoft and Clear Connection to reflect the credit has been used.  include the order number and your initials. 
3. If only a portion of the credit was used, include what is remaining