Below you can find instructions on how to use and manage Patron Credit in Oscar. If you would like to view the instructional video on this topic, it can be viewed here.

How To Check a Patron's Current Patron Credit Amount

You can confirm the Patron Credit has been added to the customer's account by locating their Patron Record in either Back Office or POS and then selecting the "Finance" tab:

You will be shown a window detailing their current balance along with details on transactions involving Patron Credit.

How To Process A Sale using Patron Credit at POS

1) Add the items to the basket and select "Other Payment":

2) Add the Patron to the transaction:

3) Select "Other Payment":

4) Select "Patron Credit":

Please note, if you have not added a Patron to the Transaction, you will encounter this warning message:

Return to step 2 and add the Patron the Transaction.

5) The payment window will auto-fill the amount field and also list the total credits that the customer has against their account. Select "OK" to complete the sale:

6) This use of Patron Credit will be recorded against the "Finance" tab of the customer's Patron Record:

How To Process A Refund to Patron Credit at POS

1) Process the refund as normal in Point of Sale.

2) When selecting the payment type to refund, choose "Other Refund...":

3) Select "Patron Credit":

4) The refund window will appear and the value of the Patron Credit will be auto populated. Select OK to complete the refund.

5) You can confirm the Patron Credit has been added to the customer's account by locating their Patron Record and then selecting the "Finance" tab:

How to Refund to Patron Credit When the Original Sale Didn't Have a Patron Assigned

1) In POS, select the "Refund/Amend" option:

2) Select either Operator or Customer Error:

3) Select either Count or Telephone depending on how the refund is being processed:

4) Locate the original transaction and select "...Refund/Amend":

5) Enter a reason for the refund:

6) Select the items you wish to refund and select "Amend...":

7) Select "Other Refund":

8) Select the "Patron/Member..." option and then add in the Patron. You should see their name appear at the top of the Transavtion view window:

9) Select "Other Change/Refund...":

10) Select "Patron Credit":

11) Select "OK" to complete the refund to Patron Credit:

How to Use Patron Credit to Make an Online Purchase

1) Customer adds tickets to their basket, proceeds through the booking process and logs into their account.

2) On the Order Summary page, the customer is presented with a button they can select to use their Patron Credit:

3) The customer enters the amount they wish to pay and selects "Add Payment":

4) The basket will update to reflect the outstanding amount (if any) after their Patron Credit has been added:

5) The customer can then continue to complete their sale.