Credit — Setup

How to Enable and Record Credit

This guide explains how to activate credit, assign credit to customers, and manage credit records properly.

1️⃣ Enable Credit Payment

Before customers can use credit during checkout, you must enable the feature.

How to Enable Credit

1️⃣ Log in to Boxify Dashboard 2️⃣ Go to Settings 3️⃣ Click Parameters 4️⃣ Scroll to Shopping Cart 5️⃣ Tick to Enable Credit Payment

Once enabled: ✔ Customers will be able to use available credit during checkout ✔ Credit will appear as a payment option

2️⃣ How to Record (Add) Credit to a Customer

Credit must be manually assigned by merchant. ✔ Customers will be able to use available credit during checkout ✔ Credit will appear as a payment option

How to Add Credit

1️⃣ Go to Customer / Contact list 2️⃣ Select the customer 3️⃣ Locate the Credit section 4️⃣ Enter credit amount 5️⃣ Save

The system will update the customer’s available balance.

Important Reminder

Always record reason for issuing credit (recommended for internal tracking).

Example:

Compensation
Loyalty reward
Campaign rebate
Refund replacement

3️⃣ How to View Credit History

You can monitor credit balance and transaction records for each customer.

Step 1: View Customer Credit Balance

1️⃣ Go to Customers 2️⃣ Select the customer 3️⃣ Check the Credit balance shown in the customer profile

This shows the current available credit for that customer.

Step 2: View Detailed Credit Transaction History

To see detailed credit movements: 1️⃣ Go to Menu 2️⃣ Click Credit Logs 3️⃣ Search for the customer

You will see: ✔ Credit added ✔ Credit deducted ✔ Transaction date ✔ Order reference (if applicable)

⚠ Important — Data Retention Policy

Credit Logs are stored for 90 days only. After 90 days, records may no longer be accessible.

Recommended Best Practice :

✔ Export Credit Logs regularly ✔ Keep monthly records for accounting reference ✔ Archive logs before 90-day limit

This ensures proper tracking and audit safety.

4️⃣ How Credit Is Deducted During Checkout

When a customer places an order: ✔ Available credit will appear ✔ Customer can choose to apply credit ✔ Credit reduces payable amount

If credit is greater than order total: Remaining credit stays in account.