Handle Account Credit at Checkout

When to use this

Use this article when you need to handle Account Credit at Checkout in Topo. The main staff surface is POS, member profile. It is written for Front Desk, Managers.

What this covers

• POS-08 is the checkout article

• Also link to member-profile account credit history and refund-to-credit articles

Before you start

• Select one location before opening POS. POS cannot run from All Locations because stock, taxes, tips, and Terminal readers are location-specific.

• Use a staff role that can create sales. Ask an owner or admin if POS is hidden or checkout controls are disabled.

• Confirm Stripe payment readiness before accepting card payments.

• Choose one checkout context: an attached member for member-specific access, account credit, card-on-file payments, or post-sale check-in; Guest checkout for anonymous merchandise sales.

• Review the sale detail if payment is pending, failed, refunded, or disputed before retrying anything.

Steps

1. Open POS and attach the member.

2. Review the member account credit balance.

3. Apply credit to the cart.

4. If a balance remains, charge the remaining amount with another payment method.

5. Remove credit if the member changes their mind or the cart changes.

6. Review the sale and member credit history after checkout.

What happens after saving or completing this

• The sale record keeps the member or guest context, staff user, selected location, line items, discounts, taxes, tips, credit, and payment status.

• Receipts, refunds, disputes, inventory changes, and access grants depend on the sale status.

• Review the sale detail if payment is pending, failed, refunded, disputed, or if access did not apply as expected.

Common issues and fixes

• Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.

• An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.

• A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.

Related articles

• Choose Member Checkout or Guest Checkout in POS

• Add Products, Plans, Bundles, and Access Items to the POS Cart

• Apply and Remove Promo Codes in POS