Credit — Setup

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Use this guide to activate the credit feature, assign credit to your customers, and review credit records.

Enable credit payment

Before customers can pay with credit, you must turn on the feature in Settings.

1. Log in to your Boxify Dashboard.
2. Go to Settings.
3. Click Parameters.
4. Scroll down to the Shopping Cart section.
5. Tick Enable Credit Payment.

Once enabled, customers will see credit as a payment option at checkout and can apply their available balance.

Add credit to a customer

Credit must be added manually by you. Customers cannot add credit themselves.

1. Go to Customer / Contact list.
2. Select the customer.
3. Find the Credit section in their profile.
4. Enter the credit amount.
5. Click Save.

The customer’s available balance updates immediately.

Tip

Always record a reason when you issue credit. This helps with internal tracking. Common reasons include: compensation, loyalty reward, campaign rebate, or refund replacement.

View credit history

Check a customer’s current balance

1. Go to Customers.
2. Select the customer.
3. Check the Credit balance shown in their profile.

View detailed credit transactions

1. Go to Menu.
2. Click Credit Logs.
3. Search for the customer.

The log shows credit added, credit deducted, transaction date, and the related order reference (if any).

Caution

Credit Logs are kept for 90 days only. After 90 days, records may no longer be accessible. Export your logs regularly and archive them before the 90-day limit.

How credit is deducted at checkout

When a customer places an order, they can choose to apply their available credit. The credit reduces the amount they need to pay. If their credit balance is larger than the order total, the remaining credit stays in their account.

See also:

• Credit — Overview & How It Works
• Credit – Management Guide
• Advanced Campaign Combination Guide