Company admins now have greater flexibility to view existing packages, including remaining customer credits, and add or remove credits to a customer's account.
Ways to Use the Add/Remove Credits Feature
1) Migrating credits over from non-MarketBox systems
2) Adding a free/promotional credit to a customer's account
3) removing credits if a refund occurs.
To Add Credits/Promotional Credits to an Customer
1. Login as an Admin
2. Go to Customers
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3. Search by Name
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4. Click Purchased Packages
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Note: You will be able to see if there are any packages available for the customer
5. Click Add Package
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6. Select a Package
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7. Click Save
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8. Go back to the Customer and Click on Purchased Packages
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Note: The status will say paid even though nothing was paid
To Remove Credits From A Customer
1. Login as an Admin
2. Go to Customers
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3. Search by Name
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4. Click Purchased Packages
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5. Click on Edit (Pencil Icon)
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6. Enter the number of credits used
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7. Click Save
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8. Go back to the Customer and Click on Purchased Packages
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Note: This means that you have removed 1 credit from the customer