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


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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