Managing Money Credits

Learn how to create, edit and delete money credits in Nexudus.

Money credits can be added to plans and products. Your customers can book resources using money credits. Additionally, you can set up money credits so that customers can use them to buy events tickets or pay for products and charges. 

Money credits are set up directly in plans and products. You can also manage them from the Money Credits page in the Inventory section of the Administrator Panel.

Unlike time credits, money credits don't require you to create a credit type prior to assigning it to plans and products.

Adding Money Credits to Plans

1. If the side menu is not visible, click .
2. Click Inventory > Plans.
3. Click on a plan. 
4. Click the Benefits tab. 
5. Click Add Money Credit.
   
   
   
   
6. Name the money credit.
   Your customers can see this name on their account.
   
   
   
   
7. Set a monetary value for the credit and select its recurrence. 
   
   Remember that this value is completely separate from the total price of your plan. You need to take it into consideration this credit value when setting up the plan's total price. 
   
   
   
   
8. Set up the restrictions for your money credit. 
   
   These restrictions define when the money credit can be used. Remember that for every item you allow to be paid using credits, you need to have a credit rate set up in the item's Prices tab. If there is no credit-based rate set up, Nexudus will charge the monetary rate by default. 
   
   
   
   
9. Click Save. 

You've just added a money credit that should now appear in the Money Credits section. 

Money credit in the Benefits tab of a plan

Adding Money Credits to Products

1. If the side menu is not visible, click .
2. Click Inventory > Products. 
3. Click on a product. 
4. Click the Benefits tab. 
5. Click Add Money Credit.
6. Set a monetary value for the credit and give it a description. 
   
   Your customers can see the description in their account.
   
   
   
   
7. Set the restrictions for your money credit. 
   These restrictions define when the money credit can be used. Remember that for every item you allow to be paid using credits, you need to have a credit rate set up in the item's Prices tab. If there is no credit-based rate set up, Nexudus will charge the monetary rate by default. 
   
   
   
   
8. If you want your money credit to expire after a given amount of time, tick the box and define the expiration date.
   If you don't set any expiration date, the money credit will remain valid indefinitely.
   
   
   
   
9. Click Save. 

Your money credit now appears in the Money Credits section of the product's Benefits tab.

Money credit in the Benefits tab of a product

Editing Money Credits 

You can edit the money credits you've added to plans and products at any point from the Administrator Panel.

Edits only affect newly issued money credits. Customers won't see the edits until their current money credits expire and they get new ones.

1. If the side menu is not visible, click .
2. Click Inventory > Money Credits.
3. Click on the Price Plans or Products tab, depending on the money credit you want to edit. 
   
   
   
   
4. Click on a money credit. 
5. Edit the details of the money credit. 
6. Click Save Changes. 

Deleting Money Credits

Deleting money credits in plans and products won't remove any of the credits currently in customer accounts. If you want to remove money credits that are already assigned to customers, you'll need to delete them manually from every individual customer account. 

1. If the side menu is not visible, click .
2. Click Inventory > Money Credits.
3. Click on the Price Plans or Products tab, depending on the money credit you want to delete. 
4. Click the three dots icon next to the money credit you want to delete. 
   
   
   
   
5. Click Delete. 
6. Click Yes.