About Credit – Boxify | FBL learning center

Last modified: June 29, 2024

You are here:

Estimated reading time: 1 min

Credit is the place for merchants to record the advance payment received from customers.

In what scenario will use the credit feature?

When the customers pay you extra money. You can record it as a credit which the customer can use the credit in the next checkout.
The credit could be a kind of simple membership system in a way that the customers pay a sum of money in advance for getting the benefits as a member yet they are able to use the advance payment to make payment for the orders.

Credit entry will be shown in RM / $.
The credit will be used to deduct the merchandise price in priority except for some item cancellation cases the extra applied credit will be used to deduct the shipping fee / GST.
Scenario: The customer has made a payment with the credit, but after some days that he/she decides to cancel some items from the order. This will result in a merchandise price reduction from the order that has been applied for the credit, and so the extra deducted credit will be used to deduct the shipping fee / GST.
Orders with a non-credit payment cannot use credit.

Step 1: Go to Setting > Parameters.

Step 2: Check the box ‘ Enable credit payment’ under shopping cart.

Step 3: Click the ‘Save‘ button in the bottom left.

Step 1: Go to Contact, and search for the customer’s name.

Step 2: Scroll to the ‘Available Credit‘, and click the ‘+’ button to add the credit. Click the ‘-‘ button to deduct the credit.

Step 1: Go to the menu on the left and select ‘Credit history‘.

Step 2: You can screenshot the history for your own record. The entry will be removed after 90 days.

Step 1: Fill up the mandatory column for the shipping detail.

Step 2: Select a ‘Shipping Option‘.

Step 3: Scroll down and toggle the ‘Use Credit‘ (Which you will see the available credit in the brackets)

Step 4: Click ‘OK‘ to the confirmation of deducting the credit for the merchandise.

Was this article helpful?