Managing Money Credits
  • 08 Feb 2022
  • 3 Minutes to read
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Managing Money Credits

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Adding Money Credits

You can add money credits to any plan or product in your inventory. You also have the option to add money credits directly to a customer's account.

Plans

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the relevant plan.

  4. Click on the Benefits tab.

  5. Click Add money credit.

  6. Add a Credit description.

  7. Define the Credit amount.

  8. Define how the credit can be used via the Bookings, Events and Universal credit sections.

  9. Select the credit's Expiration.

  10. Click the Save Changes button.

Products

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Product.

  3. Click on the relevant product.

  4. Click on the Benefits tab.

  5. Click Add money credit.

  6. Add a Credit description.

  7. Define the Credit amount.

  8. Define how the credit can be used via the Bookings, Events and Universal credit sections.

  9. Select the credit's Expiration.

  10. Click the Save Changes button.

Customer Accounts

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click on the relevant customer.

  3. Click Benefits > Money Credits.

  4. Click Add money credit.

  5. Add a Credit description.

  6. Define the Credit amount.

  7. Define how the credit can be used via the Bookings, Events and Universal credit sections.

  8. Select the credit's Expiration.

  9. Click the Save Changes button.


Editing Money Credits

You can easily edit the money credits you've already included in plans and products as benefits.

Editing money credits in plans and products won't affect the credits customers already received.

If you also want to edit the credits already assigned to customers, you'll need to manually edit them from each customer account.

Plans

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the relevant plan.

  4. Click on the Benefits tab.

  5. Click on the credit you want to edit.

  6. Edit the credit's details as needed.

  7. Click the Save Changes button.

Products

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Product.

  3. Click on the relevant product.

  4. Click on the Benefits tab.

  5. Click on the credit you want to edit.

  6. Edit the credit's details as needed.

  7. Click the Save Changes button.

Customer Accounts

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click on the relevant customer.

  3. Click Benefits > Money Credits.

  4. Click on the credit you want to edit.

  5. Edit the credit's details as needed.

  6. Click the Save Changes button.


Deleting Money Credits

You can delete money credits from plans and products at any point. You can also delete money credits directly from customer accounts.

Deleting money credits from plans and products won't affect the credits customers already received.

If you also want to delete the credits already assigned to customers, you'll need to manually delete them from each customer account.

You cannot recover deleted records in Nexudus.

Plans

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Plans.

  3. Click on the relevant plan.

  4. Click on the Benefits tab.

  5. Tick the checkbox next to every credit you want to delete.

  6. Click Delete xx record(s) in the Bulk actions menu that popped on the right.

  7. Click Yes, do it to confirm.

Products

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Product.

  3. Click on the relevant product.

  4. Click on the Benefits tab.

  5. Tick the checkbox next to every credit you want to delete.

  6. Click Delete xx record(s) in the Bulk actions menu that popped on the right.

  7. Click Yes, do it to confirm.

Customer Accounts

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click on the relevant customer.

  3. Click Benefits > Money Credits.

  4. Tick the checkbox next to every credit you want to delete.

  5. Click Delete xx record(s) in the Bulk actions menu that popped on the right.

  6. Click Yes, do it to confirm.


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