Prepaid packages and store credit (top-ups)

Create a package

Packages are included in every plan — find them under Services & products → Packages.

1. Open Packages and press New package.
2. Enter the Name, Type (sessions, prepaid value or bundle) and Price.
3. Set the contents (services and Number of sessions, or Value to spend) and Terms: validity, freezing, transfer, refund policy, commission and branches.
4. Press Save. A sold package keeps the terms it was sold with.

Sell and use a package at checkout

1. In Checkout attach the customer, open the Packages tab and tap the package, then charge as usual.
2. To use it, add the service and choose Pay with package, or press Redeem package.
3. In the customer profile → Packages a manager can Freeze, Transfer, Refund or Reverse.
4. Liability report shows sold, used, expired and unused (liability) value.

Store credit and top-ups

1. Turn it on in Settings → Credit & rewards → Credit (stored value): Sell credit top-ups, top-up bonus tiers (e.g. pay 1,000 get 200), smallest top-up, bonus expiry and refunds. Press Save.
2. In Checkout attach the customer and press Top up credit, enter the amount and charge.
3. The customer pays later with Store credit. Top-ups are a liability, not sales; revenue is counted when the credit is used.
4. Managers can correct a balance in the profile → Credit → Adjust credit (with a reason).