> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/charging-payments-overview/add-house-credit.md). # How to Add House Credit ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, **Waitstaff**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **House Account (Stipend only)**: To issue a Stipend that the member can charge via house account, enable the house account on their profile first. See: [How to Configure House Account Billing](/products/control-panel-overview/admin-overview/configure-house-account-billing.md). ### Instructions 1. Navigate to [**SELL > View All Issued Certificates**](https://control.peoplevine.com/giftcards). > **Note (Pro Dash):** Navigate to **SELL > Gift Cards + Stipends > View All Issued Certs**. 2. Click **Sell a Gift Card/Issue Stipend**. 3. Search for the member, select them using the radio button, and click **USE THIS PERSON**. **Complete the Charge For Gift Card form:** 4. Under **Certificate Type**, select the type: * **Gift Certificate** — general-purpose stored value. Applied to house account payments by default. Works across integrations (POS, Spa, etc.). * **Stipend** — house credit for the member to spend. Works across integrations. Applied to house account payments only if the **House Account Credits** company setting is set to **All Credit Types** — see [How to Configure Company Settings](/products/control-panel-overview/admin-overview/configure-company-settings.md). * **Deposit** — deposit held against future charges. > **Note**: Only **Gift Certificates** and **Stipends** display in the Member Portal. 5. Set the **Expiration Date** (use the Default Settings placeholder or enter a specific date). The **"Send an e-mail with certificate balance and usage information"** toggle controls whether the member receives a notification email. > **Best Practice**: Recommend toggling the automatic email **off**. The email is unbranded Peoplevine boilerplate and can confuse members. 6. Under **"Where can this gift card be used?"**, select the restriction — **General**, **Food & Beverage**, **Hotel (PMS only)**, or **Spa & Wellness**. See **Restriction types** below for what each covers. 7. Under **"Where can it be used?"**, select the scope — **Local Only** or **Global network**. See **Restriction types** below. 8. Enter the **Amount** (and any **Discount**). 9. Under **Payment Information**, select the **Payment Type**: * Use **Comped** to issue the credit at no charge to the member. * Use another payment type (Credit Card, Cash, etc.) if the member is paying for the credit. 10. Click **PROCESS CHARGE**. > **Note**: Stipends and gift certificates issued here cannot be used as the payment method for recurring subscription billing. As a workaround, set the subscription billing to Invoice mode — when processing the invoice, select Gift Certificate/Stipend as the payment type. > **Note**: For event deposits received via Tripleseat, the credit must be assigned manually in Peoplevine — there is no automation that converts a Tripleseat deposit into a Peoplevine credit. Once assigned, the F\&B team can apply the credit towards event costs in the POS order using the Auto or Credits tender. ### Restriction types Restriction types define where a gift card or stipend can be redeemed. They apply to **both gift cards and stipends**. > **Prerequisite**: The **"Where can this gift card be used?"** selector only appears if **Gift card and redemption rules** is enabled in your platform settings. If you don't see it when issuing a credit, enable that setting first. **Where it can be used:** | Option | Where it can be redeemed | | -------------------- | ---------------------------------------------------------- | | **General** | Any eligible charge across POS and the Member Portal | | **Food & Beverage** | Restaurant, bar, and café charges | | **Hotel (PMS only)** | Room bookings and stays via the Property Management System | | **Spa & Wellness** | Spa, gym, pool, and fitness charges |

The "Where can this gift card be used?" selector on the Charge For Gift Card screen.

**Location scope:** The **"Where can it be used?"** dropdown defaults to **Local Only** — redeemable only at the issuing venue. Select **Global network** to allow redemption across all clubs in the network (the label varies by brand).

The location-scope dropdown, defaulting to Local Only.

> **Note**: Global scope is only available if gift cards are enabled to be used across a global network under your gift card / house account platform settings. Global credits also do not work across currencies — they work only within single-country networks where all properties share the same currency. **Where the restriction shows:** A credit with a restriction other than **General** displays a **Restricted \[type]** badge — e.g., "Restricted POS" for Food & Beverage — next to the serial number in the **Gift Card List**, in the **Gift Certificates** table on the member's CRM profile, and on the **Edit Gift Card** screen. > **Note (bulk import)**: In an import file, the `reference_type` column must use one of these values — leave **blank** for General, `POS` for Food & Beverage, `PMS` for Hotel (PMS only), or `FOB` for Spa & Wellness. Any row with an unsupported value (e.g., `event`, `order`, `reservation`) is rejected on import with a clear error; valid rows still process. ### How members see credits in the portal Members see their credits in a dedicated **House Credits** tab in the portal Wallet (Account > Wallet > House Credits), grouped by where they can be redeemed: * **General** — usable across the portal and in person. * **Hotel** / **Food & Beverage** / **Spa & Wellness** — shown for visibility, but redeemable **in person only** through the relevant integration (PMS, POS, or spa). Only **General** credits can be redeemed directly in the portal; the other types are displayed so members see their full balance but are used in person. Within each type, credits are grouped by expiration date, and an **"Expiring soon"** tag appears on any credit expiring within 7 days. > **Note**: The credit names, descriptions, and the "In Person / Portal" usage tags can be customized (or hidden) for your club. Contact your Account Manager or Support to adjust how house credits are presented to members. ### What Happens Next * **On the member side**: General credits are available at checkout (portal or POS); Hotel/F\&B/Spa credits are used in person through the relevant integration. The credit appears in the member's portal **House Credits** tab. * **Next step**: To set up automatic house account collection, see: [How to Configure House Account Billing](/products/control-panel-overview/admin-overview/configure-house-account-billing.md). * To redeem or check balances afterward, see [How to Manage Gift Cards and Stipends](/products/control-panel-overview/charging-payments-overview/manage-gift-cards.md). For an automatic recurring stipend, see [How to Configure a Recurring Stipend](/products/control-panel-overview/invoices-house-account-overview/configure-stipend-perk.md). *Last updated: 2026-07-09* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/charging-payments-overview/add-house-credit.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.