How Staff Can Top Up Account Credit

This guide shows you how staff can add (top up) account credit for a client through the admin area, along with some available options.

Here's how to do it:

1. Go to the client’s profile > Billing > Account Credit.

   

2. Click Top Up.

3. In the pop-up window, you’ll see a few options:

   

• Enter the amount to top up.
• Choose whether to create a credit note for the top-up.

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  To make this enable as default option, go to Settings > Payment Options > Client Wallet > Force Credit Note on Top Up.

• Select a payment method: use a new payment method, an existing one, or record a manual/offline payment.

4. Click Submit Payment.

Once done, the client’s account credit will be updated.

Other Account Credit Settings

Besides topping up, you can also manage a client's account credit with these options:

• Enable or disable top-up for this client.

  

• Set up multi-currency options for the client’s account credit.

  

• Configure auto-consume credit

  

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If you choose Inherit brand default, you can review the option under Settings > Payment Options > Client Wallet

• Make manual adjustments to the client’s credit balance.

  

• View credit transactions to see the full history of credit usage and changes.