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Apply credits to a payment (2 minute read)

Use this when you need to waive a payment, record a cash or check payment, or adjust a customer's balance in MyStudio.

Updated: January 30, 2026

Table of contents

 

 

Permissions and accessibility

Staff access:

  • Admin: Full access

  • Manager: Full access

  • Staff: No access

Studio plan restrictions:

  • None

 

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How to apply a credit

You can apply a credit to a payment from either the participant profile or the primary customer profile.

To apply a credit:

  1. Log in to your MyStudio account.

  2. Go to Payments in the left menu.

    Payments


  3. Click Past Due or Upcoming.

    Past Due or Upcoming

  4. Click the customer's name to open their profile.

    Upcoming Buyer


  5. Find the payment you want to credit and click on it.

    Upcoming Payment


  6. Click Apply credit to this payment.

    Screenshot 2026-01-30 at 11.39.55 AM


  7. Select a credit method and follow the prompts to complete.

    Screenshot 2026-01-30 at 11.41.38 AM

 

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Credit method options

Choose the method that matches how the payment is being handled.

 

Manual credit

Use this to waive or adjust a payment without collecting money from the customer.

  • Does not collect payment.

  • Does not count toward income statistics.

  • Adjusts the customer's balance in MyStudio only.

When to use it:

  • Forgiving or waiving an upcoming or past-due payment.

  • Applying a goodwill or courtesy adjustment.

  • Correcting a balance without issuing a refund.

 

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Cash payment

Use this to record a payment that was collected in cash or through an external method outside of MyStudio.

  • Marks the payment as paid

  • Counts toward income statistics

  • Appears in payment history as a cash transaction

When to use it:

  • A customer pays cash at the studio

  • Recording a payment collected outside of MyStudio

 

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Check payment

Use this to record a payment made by check.

  • Marks the payment as paid.

  • Counts toward income statistics.

  • Appears in payment history as a check transaction.

When to use it:

  • A customer pays with a check at the studio.

 

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Where credits appear in reporting

Credit method Marked as paid Counts toward income Appears in payment history
Manual credit Yes No Yes
Cash payment Yes Yes Yes
Check payment Yes Yes Yes

 

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Frequently asked questions (FAQs)

 

Can I apply credits to past-due payments?

Yes — credits can be applied to both upcoming and past-due payments.

 

 


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Does a manual credit issue a refund?

No. A manual credit adjusts the balance in MyStudio only. No funds are returned to the customer.

 

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Can I record a payment that was collected outside of MyStudio?

Yes. Use the cash payment option to record and track any payment collected outside of MyStudio.

 

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Will credits appear in my reports?

Yes. All credits appear in the customer's payment history. Only cash and check payments count toward income statistics.

 

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Still need help? Contact your MyStudio account manager or reach out to our support team.