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Managing Credit Types

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Adding a new Credit Type

  1. Select “Points and Credits” from the navigation menu.
  2. Select “Settings“.
  3. Click the card “Credit Types“.
  4. Click the button “New Credit Type“.
  5. Input the credit type information
    • Credit Name: Input the credit name.
    • Status: Select the credit type’s status from the drop-down menu; Active or Inactive.
    • Unit: Input the unit of measurement of the credit type.
    • “Allow Decimal” Checkbox: Check the “Allow Decimal” checkbox to allow for the credit type to take a decimal amount.
    • Description [Optional]: Input a credit type related description. 
  6. Click “Save“.

Editing a Credit Type

  1. Select “Points and Credits” from the navigation menu.
  2. Select “Settings“.
  3. Click the card “Credit Types“.
  4. Select the credit type you wish to edit by clicking it.
  5. Click the button “Edit“.
  6. Edit as required.
  7. Click “Save“.

Deactivating/ Reactivating a Credit Type

  1. Select “Points and Credits” from the navigation menu.
  2. Select “Settings“.
  3. Click the card “Credit Types“.
  4. Select the credit type you wish to deactivate by clicking it.
  5. Click the button “Mark as Inactive“.
    • To reactivate, click the button “Mark as Active“.

Deleting a Credit Type

  1. Select “Points and Credits” from the navigation menu.
  2. Select “Settings“.
  3. Click the card “Credit Types“.
  4. Select the credit type you wish to delete by clicking it.
  5. Click the button “Delete“.
  6. Answer the confirmation message with “Yes” to confirm or “No” to cancel.
    • Note that you cannot delete a credit type that has already been charged to or used by a client.


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