How to Sell Credit Vouchers on the Customer Portal

This guide explains how to set up and sell credit vouchers through the customer portal using the Purchase Settings feature.

Step 1: Access Purchase Settings

1. Log in to your Admin Portal.
2. Navigate to Admin → Business & Accounts.
3. Click on the Manage button under Purchase Settings.

Step 2: Create a New Purchase Option

1. Click on the Action button.
2. Select New Purchase.

Step 3: Configure the Credit Voucher

In this example, we will create a purchase option where customers receive a credit voucher worth 1180 for a $1000 payment.

1. Enter the required details in the fields as shown below:
2. Click Submit to save the purchase setting.

Step 4: Customer Portal Availability

Once the purchase setting is created:

• It will automatically appear on the Customer Portal and customer can access it from Credit Topup under the Account menu.
• Customers can now purchase the credit voucher directly online.

Additional Notes

• You can create multiple purchase settings with different amounts and credit values.
• This allows you to offer various promotions or bonus credit options to your customers.

By setting up credit vouchers, you provide customers with a flexible and convenient way to pre-purchase credits, while also encouraging upfront payments and improving cash flow.