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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 and fill in the reason for it.
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.
  1. Click Submit Payment.
Once done, the client’s account credit will be updated.

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Other Account Credit Settings

Besides topping up, you can also manage a client’s account credit with these options: Account Credit under Client Profile in Admin Area
  • Enable or disable top-up for this client.
  • Set up multi-currency options for the client’s account credit.
  • Configure auto-consume credit
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.