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Write off member credit using Bulk operations

This article walks you through writing off member credit for several members at once using the Bulk operation wizard, including the new Source filter that lets you target specific credit sources without touching the rest of the member account.

Contents

Fast lane

  1. Members / Bulk operations / Create bulk operation
  2. Type Write-off, Action Create, then Next
  3. Pick members and facilities, then Next
  4. Booking type Credit, pick the Source, set Start date, End date and Abandonment date, then Next
  5. Review the summary, click Create preview
  6. Complete the bulk operation from the row's context menu

Prerequisites

The write-off via Bulk operations needs two role permissions in combination. Set both in Settings / Resources / Employees / Roles on the relevant role:

  • Under Finance / General: Perform bulk operations
  • Under Member management / Finance: Write off payments and claims

Together these enable the write-off flow, including the booking type Credit with its Source filter that was introduced with the May 2026 release.

Create the write-off

  1. Open Members / Bulk operations and click Create bulk operation.
  2. Set Type to Write-off and Action to Create. Click Next.
  3. Under Selected members, choose who the write-off applies to:
    • Member list: pick members from an existing list
    • Upload Excel file: upload a prepared list of members
    • All members: every member at the selected facilities is included
  4. Confirm under Facilities which locations are in scope. Click Next.
  5. Optionally enter a Description.
  6. Set Booking type to Credit.

    Booking type dropdown with options Claim, Payments, Credit, Consumption credit, Balance from imported bookings, All

  7. Pick the credit source under Source. The dropdown lists every credit origin tracked by the software (e.g. check-in discount, voucher redemption, charge discount, consumption credit conversion, freeze-period credit, premium membership reward, imported bookings, manually created). Pick All to write off every credit on the member account regardless of origin.

    Source dropdown open showing every credit source option

  8. Set the date range for the write-off:
    • Start date and End date filter which open bookings are affected, based on each booking's due date. If only End date is set, every booking up to that key date is written off.
    • Abandonment date is the date on which the write-off is posted to the member account.

    Wizard step 3 with Booking type Credit and Start, End, Abandonment date

  9. Click Next.

Review the preview and complete

Before the write-off becomes effective the software builds a preview so you can verify the result.

  1. Review the summary: selected members, booking type, source, time period and abandonment date.
  2. Click Create preview. Check that the listed members are correct.

    Summary step before Create preview

  3. Complete the bulk operation from the row's context menu to apply the write-off.

The write-off is posted to every selected member account and is visible there.

Notes

  • Consumption credit is not affected. Booking type Credit writes off member credit only. Consumption credit stays untouched, even when Source is set to All. To write off consumption credit, use booking type Consumption credit instead.
  • Cross-facility. Bulk operations work across facilities by design.
  • Verify before completing. Once a write-off bulk operation is completed from the context menu, it cannot be undone automatically. Check the member list and the source filter in the preview before you finalise.

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