Members typically receive credits through a subscription or by purchasing credit packages. However, in some cases, you may need to manually adjust a customer’s credit balance or review the customer's credit transaction history.
View customer's credit balance
Go to the Customers page.
Open the user or company profile.
Locate the "Credit balance" section.
See the customer’s current balance
Review credit expiration details below.
Add credits
Open the user or company profile.
In the "Credit balance" section, click
Adjust balance.Adjustment type — choose
Add.Expiration
Choose "Never" to give non-expiring credits, or
Select a specific expiration date
Enter the amount.
Optionally, add a "Memo" to help the customer identify the adjustment.
The customer will get a notification about the added credits.
Deduct credits
Open the user or company profile.
In the "Credit balance" section, click
Adjust balance.Adjustment type — choose
Deduct.Enter the amount.
Optionally, add a "Memo" to help the customer recognize the deduction.
If a customer has expiring and non-expiring credits or credits with different expiration dates, the system will deduct credits with the earliest expiration date first.
The customer will get a notification about the credit deduction.
Track credit usage history
Both administrators and members can view credit transaction history to track additions and usage.
Administrators:
Go to the Customers page.
Open the user or company profile.
Next to the "Credit balance" section > click (...) >
View transactions.
Members:
Go to the Membership page.
Under the personal or company section, select Credits > Transactions.
