--- title: "Browser - Vouchers : Creating A New Credit Book Holding Account" description: credit, credit book, holding account, create, vouchers, --- [Skip to content](https://support.clubcaddie.com/browser-register-creating-a-new-credit-book-holding-account-#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Browser](https://support.clubcaddie.com/browser?hsLang=en) 3. [Vouchers](https://support.clubcaddie.com/browser?hsLang=en#vouchers) May 27, 2026 # Browser - Vouchers : Creating A New Credit Book Holding Account ## Article Contents: This article explains how to create a new credit book holding account in Club Caddie. ##### **![KB Top article Image for 2.0](https://support.clubcaddie.com/hs-fs/hubfs/Education/KB%20Top%20article%20Image%20for%202.0.png?width=670&height=211&name=KB%20Top%20article%20Image%20for%202.0.png) Step by Step: Step 1:** Go to Vouchers → Credit Book Vouchers → Holding Accounts Tab, then click Add. **OR** in the Register --\> Tools \> Credit Books \> Credit Book Holding Account Voucher Button ![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-Mar-06-2026-02-53-21-6471-PM.png?width=670&height=298&name=image-png-Mar-06-2026-02-53-21-6471-PM.png)   ##### **Step 2:** **The voucher creation screen will open.** (1) You can input customer details to tie a specific voucher to a customer account. (2) You can input a starting balance and adjust the validity dates if needed. (3) Any required notes to include with the holding account. (4) To specify a custom name for the holding account you'll need to select "Specify" then input the desired holding account name. 5\) If the credit voucher will be department restricted use the provided arrows to move the departments to the 'Assigned Departments' pane. (6) Select **Add** to finalize the creation. ![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-May-27-2026-08-08-06-9823-PM.png?width=291&height=403&name=image-png-May-27-2026-08-08-06-9823-PM.png) ##### Depositing Funds into a Holding Account Steps: 1. Open the Register module and go to Tools → Credit books → Credit Book Deposit. 2. Select the credit book holding account you want to deposit to 3. Add Customer Information 4. Enter the Voucher deposit amount in the "Voucher Amount" 5. Click Add — this creates a voucher deposit line item in the register that can be rung like any other transaction. ![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-May-27-2026-08-05-17-6069-PM.png?width=284&height=390&name=image-png-May-27-2026-08-05-17-6069-PM.png) 6. To view the holding account balance, usage history, or to make edits, go to Voucher Manager → Credit Book Vouchers → Holding Account. ##### Distributing Holding Account Funds into Vouchers Steps: 1. In the Register module, go to Tools → Credit Book Distribution. 2. Specify the number of vouchers to create. 3. Optionally assign customer profiles to individual vouchers. 4. Set voucher number, start date, expiration date, and add notes as needed. 5. Click Pay to generate the vouchers. 6. Generated vouchers appear under Vouchers → Credit Book Vouchers → Credit Books. ![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-May-27-2026-08-05-47-1077-PM.png?width=540&height=317&name=image-png-May-27-2026-08-05-47-1077-PM.png) ##### Manage, View Balance, and Edit Vouchers or Holding Accounts - To check balances, view usage history, or edit a holding account or its vouchers, navigate to Voucher Manager \> Credit Book Vouchers \> Holding Account. - Deposit line items created in the register behave as standard register transactions and can be processed accordingly. ##### Troubleshooting Tips - If you need to ring a deposit transaction, the deposit creates a register line item that can be processed like any other transaction. - Use the Voucher Manager’s Holding Account view to confirm balances and review usage history after deposits or distributions. - When creating distributions, verify start/expiration dates and assigned customer profiles before clicking Pay so generated vouchers carry the correct metadata.   - 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