Credit or Point Settings

You can set the general credit settings from Operation > Settings > Point/Credit Settings.

Note: This article refers to credit but it also applies to points. 

Set the Default for Actions

Select whether credit or points is used by default for certain actions. Note: You can override this default setting for a specific automation or action.

 

Field Description
Pay with Credit Which is used to pay for a purchase in the business
Submit Purchase Which is accumulated based on purchases
Purchase Item from Point Shop Which is used to buy items from the Point Shop


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Set the Pay with Credit Ratio

You can use credit to provide members discounts on their purchases by allowing them to either:

  1. Buy credit at a discount—such as buy $25 worth of credit for only $20, OR
  2. Buy items at a discount using their credit —such as buy a $25 item using only $20 of Credit.

To use the second option, you need to set the Pay with Credit ratio—how much credit is used to pay for each unit of currency. For example, if the member uses $5 of their credit to pay for a $10 item, the ratio is 0.5. In other words,

𝑃𝑎𝑦 𝑤𝑖𝑡ℎ Credit 𝑅𝑎𝑡𝑖𝑜 = (𝐶𝑜𝑠𝑡 𝑖𝑛 credit)/ (𝐶𝑜𝑠𝑡 𝑖𝑛 𝑐𝑢𝑟𝑟𝑒𝑛𝑐𝑦)



Limit Credit Payment Amounts

Set minimum and/or maximum amounts that members can use for each credit payment.

 

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