Customer Credits & Profile Management

This section covers all aspects of managing customer accounts, including credit adjustments, monthly and bonus credits, bulk updates, and gives insights into filtering customer data and viewing detailed customer profiles, ensuring efficient customer management.

How to run bonus credit campaign?
Introduction Recognize and value your genuine and loyal customers by utilising the Bonus Credit feature. Note: Bonus Credit feature is available for En...
Tue, 19 Dec, 2023 at 11:41 AM
How to adjust credit for a specific customer?
Introduction This article will cover steps and ways to adjust customers' credit balance. This feature is available for Business & Enterprise Pl...
Thu, 12 Sep, 2024 at 4:26 PM
How to adjust credit for bulk customers through CSV file?
Introduction The bulk credit adjustment feature trims the process of adjusting credits for a specific purpose to individual customers. Simply use a CSV fil...
Thu, 12 Sep, 2024 at 4:26 PM
Configure monthly credit
Introduction This article will cover the purpose and steps of Monthly credits  Note: This feature is available for Business & Enterprise Plan users...
Thu, 12 Sep, 2024 at 4:26 PM