Customer Credits
Looking for a course who issues customer credits which can't be applied to member account balances (i.e. have to be used for purchase of proshop itmes) and which expire at the end of a golf season. Would love to discuss accounting and tracking!
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Our course does this. But I too am having issues with the accounting. Our Golf Pro deletes all the customers credits at the end of the year unless they have clubs on order that will come in after the first of the year. But then I didn't get any information on what the dollar amount was that she erased. When she erases these credits I think I need to make some sort of GL entry to record this but have not gotten any good answers from foreUp on how I get a report that shows what was erased so I can make an entry and get reconciled. It is very confusing! So any help on this matter would be appreciated as well.
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HI, Joni. I couple probably help you. If you want to email me at mdunklee@ccofwilbraham.com and let me know where I can reach you. I work part time (2 Days a week).
But you could try this: 1. Reports/Account Transactions 2. choose Account Type = Customer Credit 3. Choose your Date Range 3.When balances are written off I believe they show as "Manual Edit of Quantity" under the details column 4. You can export a list and sort by the Details column to get the Manual Edits. 5. At our course the accounting entry we make is Dr. Customer Credit Liability (we call them Proshop credits) Cr. Income - unused proshop credits.
I hope that helps!
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