Description: A comprehensive tool for managing customers' economic credits and debts within the platform.
What is it for? (Practical examples)
Use the Customer Balance module to:
- Manage refunds or internal credits: Assign a positive balance to the customer that they can use for future purchases or request as a withdrawal.
- Create reward or affiliation systems: Automatically record customers' earnings and allow them to cash out once a minimum threshold is reached.
- Incentivize purchases: Enable the conversion of the available balance into a direct discount at checkout to reduce the cart total.
Main Features
1. Administrative balance management
The administrator can manage each customer's balance directly from their profile:
- Balance Display: The current balance (positive or negative) is always visible on the customer's profile and in the general customer list.
- Adding transactions: It is possible to manually record a Credit (Customer Credit) or a Debit (Customer Debt) specifying the amount and a descriptive note.
- Transaction History: Full view of the history of all credits and debits applied to the customer, with the option to delete individual transactions.
2. User Features (Customer Area)
If enabled, the customer can access a dedicated section in the Reserved Area:
- Credit Summary: View of the total available balance.
- Detailed History: Access to the complete table of all transactions (credits and debits) with dates and notes.
- Payment Data Management: The customer can enter and save their withdrawal details, such as IBAN, Bank, and PayPal email address.
- Withdrawal Request: The customer can request payment of the available balance, provided the requested amount exceeds the minimum value set in the settings. The system manages pending requests and notifies the administrator via email.
3. Discount Conversion at Checkout
If enabled, this feature allows the customer to use their available balance to pay part or all of the cart:
- Discount Application: At checkout, if the customer has a positive balance, the option to apply the balance as a discount is displayed.
- Maximum Discount: The discount applied is the lesser of the customer's available balance and the cart total.
- Automatic Deduction: Once payment is completed, the customer's balance is automatically reduced by the amount used as a discount.
How to configure
The module settings are divided into two main sections:
Customer Area
This section defines how the module appears and behaves in the users' reserved area.
| Option | Description |
|---|---|
| Show section in customer area | Enables the display of the "My Credits" section in the user's menu. |
| Introductory text | Custom message displayed above the customer's transaction history. |
| Enable withdrawal request | Allows customers to submit a payment request for their balance. |
| Minimum required value | Sets the minimum balance threshold the customer must reach to request a withdrawal. |
| Message for value not reached | Message shown if the customer's balance is below the minimum required for withdrawal. |
| Message for value reached | Message shown when the customer can proceed with the withdrawal request. |
Discount Conversion
This section manages the use of the balance as a payment method during the purchase process.
| Option | Description |
|---|---|
| Enable balance payment at checkout | Activates the possibility for the customer to convert the balance into a discount at payment. |
| Discount available message | Text displayed in the cart when the discount is applicable. Supports shortcodes {balance} (total balance) and {balance-value} (maximum applicable discount). |
| 'Apply Discount' Button Text | Text displayed on the button to activate the discount. |
| Button Style | Allows choosing the color and graphic style of the discount application button. |
Automatic Integrations
The module integrates with various areas of the platform to automate credit management.
Marketing Automations (Funnels)
The balance can be used as an action within automation workflows:
- Assign credits: Adds a specific value to the customer's balance.
- Remove credits: Subtracts a specific value from the customer's balance.
- Set balance: Sets the customer's balance to a fixed value, automatically calculating the necessary difference (credit or debit).
Search and Segmentation Conditions
The customer's balance can be used as an advanced filter criterion to segment customers:
- Balance filter: It is possible to search for customers who have a balance (e.g., greater than €50, less than €0, or between two values).
Reports and Analysis
- Dashboard: A dedicated widget shows a summary graph and a table of recent transactions, allowing monitoring of total volume and number of operations over a given period.
- Advanced Reporting: A dedicated data source is available for analyzing balance transactions, enabling grouping by date, transaction type, customer, and calculating aggregate metrics such as total balance and average transaction amount.
Gifts and Periodic Assignments
It is possible to configure automatic assignment of credits as gifts or periodic rewards, defining the amount and description of the transaction.
Email Notifications
The system automatically sends email notifications in case of:
- Credit earned: Notification to the customer when they receive a credit.
- Withdrawal request: Notification to the administrator when a customer submits a payment request.
- Withdrawal accepted: Notification to the customer when their withdrawal request is approved.
