Ability to apply credits to a contact record's subscription
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Micaela Royer
USE CASE #1: We have a basic referral program where we offer a one time credit to their account when they refer a friend. I'm unable to do that in affiliate manager right now because the product they are referring to is a subscription and that can only be a recurring payment to them (not a one-time payment). I want to simply apply this credit to their subscription so that it takes that credited amount off of their next payment with us.
USE CASE #2: Acts of good will. There are some times companies need to take $$ off of the next month or couple months to save a cancel risk customer. In this case it makes sense to be able to apply credits to the subscription for the next # of cycles. Right now I don't see a way to manipulate the subscriptions in GHL.
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Sara Talbert
We have situations where a client will pay for us to do a workshop for them, and then that workshop doesn't fill all the way or something happens and we want to credit back to them some of that workshop cost, and put it towards a future workshop. We would like to be able to hold credits on a clients account to be able to apply to that future workshop.
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Yanick Webster
Just a suggestion: what if you created a coupon code that was used internally for something like this? I think GHL now allows single use and recurring use coupons for subscriptions.
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Heidi Flom
Yanick Webster I like the workaround, but I'm not sure if it would work for an active subscription. We currently lack the ability to make invoice adjustments once the invoice is active so that would require canceling the active invoice, creating a new invoice, then applying the coupon. That's just a headache.
Have you been able to apply coupon codes to an existing active recurring invoice? If so, that would be great!
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Sara Talbert
Heidi Flom Having the option to put a coupon on a subscription would be great. We have another situation where we apply a referral credit to a clients subscription. Right now we can't do that to a subscription.