- From the main menu, click on “Points & Credits“.
- Click on “Manage Credit Charges“.
- Click the button “Add Credit Charge“.
- Enter the credit charge details as follows:
- Client: Select the client you want to add the charge for from the dropdown menu.
- Credit Type: Select the desired credit type for the charge from the dropdown menu.
- Note: For more details about the credit type, please refer to the “Credits and Points Settings” guide.
- Credit Amount: Enter the required top-up amount in the field.
- Start Date: Select from the calendar the start date when the system can begin consuming this credit .
- Expiry Date: Select from the calendar the expiry date of the credit, after which the system will stop consuming the credit.
- Note: If a client has multiple credits, the system will consume the credit with the nearest expiration date first, to fully utilize it before its expiration.
- Description: Enter a description to clarify the nature of the credit charge being added.
- Suspended: Check this box to add the credit charge balance in a suspended state and prevent the system from consuming it.
- Click the “Save” button located at the top right of the screen.
