In our Total Home Care Membership we offer $50 in loyalty dollar credits for each consecutive year they are a member that can be applied to any mechanical replacement. Unfortunately, I discovered we haven't been tracking this and I'd like to go in and be able to add these credits to all of the customers. Is there a way to add a credit to their specific customer account without an active/open job?
I was actually just talking to support about this. They said there was a "View customer payments hub" permission that needs to be activated for the account in order to do this. It has to be turned on by your success team.