Manage Account Credit
Learn how to manage Account Credit in Topo, including what account credit is.
When to use this
Use this article when you need to manage Account Credit in Topo. The main staff surface is member profile, sale/refund screens. It is written for Managers, Accountants.
What this covers
What account credit is
Refunds to credit
Checkout application
Credit history
Accounting cautions
Before you start
Open member profile, sale/refund screens.
Use a staff role that can view or edit members for the action you are taking.
Check the selected location when reviewing front-desk access. Some member lists and check-in options are filtered by recent visits or location-scoped access.
Use the member profile as the source of truth for contact details, access, waivers, notes, payment methods, and account credit.
Steps
Open the member profile and review the account credit card.
Use sale/refund workflows to add credit when your gym chooses credit instead of card refund.
Review recent credit transactions before applying credit at checkout.
Apply credit only to the attached member in POS.
Use notes and reports so accounting can understand why the credit was issued or consumed.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
A profile exists but the member cannot enter: profile data alone does not grant access. Review the access card, waiver card, and blocker messages.
A member cannot be archived: primary payers and active billing relationships may need to be moved or cancelled first.
A duplicate profile appears likely: compare email, phone, date of birth, family group, and recent activity before editing or archiving either record.
Related articles
Search for a Member
Understand Customer Access
Resolve Check-In Blockers