Manage Credits
The credits tools in Vin65 allow you to manage funds, or credits, that are saved to their account for use on website or admin panel purchases. Similar to a bank account a customer has funds available on their account which can be used for purchases and the customer has a log of all credit transactions on their account. Credits can also be sold to a customer, similar to a deposit.
Viewing a Customer's Credit Balance: Learn how you and your customer can view their credit balance and transaction history. Learn More >
Adding/Subtracting Customer Credits: Learn how you can view and adjust a customer's credit balance from within the admin panel. Learn More >
Importing Credits to a Customer: Learn how to import credit transactions to adjust the credit balance of one or more customer accounts at once. Learn More >
Creating a Credit Product: Learn how to take deposits by creating and selling and credits product. Learn More >
Credits Reports: Learn about the reports available to report on customer's with credits and specific credit transactions. Learn More >
FAQs: Review frequently asked questions regarding Credits. Learn More >
Viewing a Customer's Credit Balance
Both the a winery admin and the customer can view the credit balance and transaction log that is on file for each customer.
Admin Panel View
1. Go to the Contacts section in the admin panel then search and open the customer account you want to view.
2. From the Contact Properties, select Manage Credits.
Here you can view the current balance that a customer has on file and make any credit or debit transactions against the customers account (see: Adding/Subtracting Customer Credits).
Similar to a bank account the most recent transactions will be first in the list. Adding up all the transactions from oldest to newest will match the current balance listed in the upper left of the screen.
Customer View
1. The customer will click Your Account and log into their online account profile.
2. Click on the Credits page from the member page navigation.
Here the customer can view their current credit balance that they have on file and any transactions that they or the winery have made using the credits.
Customer's who do not currently have any credits on file will see the message: "You have no available credits on file."
Adding/Subtracting Customer Credits
Credit Transactions cannot be edited or deleted once they have been made, so make sure to double check your work before saving. If a mistake is made another transaction must be made to offset the mistake.
The Manage Credits section under a customer record will a allow you to view the remaining credit balance that a customer has on file, start a new balance, or place credit transactions to adjust the balance.
Adding or Subtracting funds from a customer's account using the methods outlined below does not charge the customer's credit card or generates an order. This should be used for manual adjustments to a customer's account and to give a customer "free funds" for future orders when addressing customer service issues.
1. Go to Contacts section in the admin panel then search and open the customer account you want add credits to.
2. From the Contact Properties, select Manage Credits.
3. Click the Add a Credit Transaction button.
4. Under the Amount section choose either Add or Subtract and enter the dollar amount you are adding or subtracting to the customer's credit balance.
5. Make sure to enter a Note to explain to your team and the end customer why the transaction is being made.
Remember that customers can view a log of their credit transaction from their online member account on your website. Make sure that your notes are customer friendly and communicate the reason for the transaction so that customer's do not have to question any changes to their credit balance.
6. Click Save.