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Customer Credits

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Magento reward points extension is an effective store credits management toolkit. Add/manage reward points.
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Overview

Customer Credits

Magento seo extension

Magento reward points extension (Loyalty booster) raises Magento based stores to a higher level of e-commerce business giving customers a pleasurable possibility to make “free of charge” purchases using money available in the account. The extension can also help to attract additional customer audience with the help of prepaid debit cards which can be automatically generated by a store admin or a sales manager. All operations and payment activity using Internal Credit balance are being logged for a customer and a store manager convenience.

Magento Store Credit plugin operates as one of Magento payment methods, i.e. “Purchase Order” or “Check/Money order” etc. Customer Internal Credit balance is rechargeable. Money can be loaded either by admin or by store account owner using “Recharge Code”. However, admin has extended functionality for managing customers. He can replenish or charge customer balance and every operation can be additionally commented. On multi website Magento stores admin can manage customer balance independently for each website regardless of different currencies.

Customer Credit extension allows funds to be transferred to the customer’s internal balance in an instant manner instead of periodic need to create discount coupons. Auto generation of a large amount of predefined Recharge Codes significantly simplifies the gift certificates/debit cards creation process.

Discover more Magento promotion extensions by Mageworx

Effectively Manage Internal Credits

  1. Pay for the products and services using customer Internal Credit Balance
  2. Purchase internal credits (you can sell internal credits as standard products)
  3. Invoice orders paid with internal credits automatically
  4. Edit orders paid with credits
  5. Choose Internal Credits when creating orders manually in the back-end
  6. Display the "Credit Balance" column in the customers grid in the back-end
  7. Send email notifications to the customers when store admin changes internal balance
  8. Edit notifications templates in the back-end
  9. Import / Export customers' credits in a .CSV file (using Dataflow Profiles)
  10. Add/deduct Credits under the Internal Credit tab in the Customer Information section
  11. Auto credit refund if an order is canceled/refunded (when a customer pays with credits)
  12. Return credits instead of funds in case of an offline refund
  13. Show a static block in the "My Credit" section
  14. Allow using Internal Credits for specific customer groups (select customer groups, which will see the internal credit functionality on your site)

Credit Balance activity is being logged for the customers and admin future reference (these logs are displayed in the customer's area and in the back-end when viewing a customer profile)

Recharge Codes

  1. Refill customers’ Internal Credit Balance using pregenerated Recharge Codes
  2. Simplify the process of gift certificates/debit cards mapping
  3. All Recharge Codes activity (codes expiration dates, codes usage) is stored and can be accessed via the Recharge Codes section
  4. Export/import Recharge Codes in a .CSV file
  5. Download a sample .CSV file to see how it should be created before importing codes

Payment Methods

  1. Use Credits with other payment methods (Partial Payment)
  2. Apply credits right on the cart page
  3. Select checkout attributes the credits should be applied to (Subtotal, Shipping & Handling, Tax)
  4. Use Multiple Address Checkout
  5. Partial payment will be automatically activated during the checkout when a customer doesn’t have enough credits
  6. Credit block on the cart page is developed to cause minimal conflicts with custom templates/themes and extensions

Share Credits

  1. Customers can share Internal Credits with anyone
  2. Customers can create the credit codes for specific values of internal credits and see when each code was used
  3. All the actions with customers' codes are logged in the credit report in the back-end

Credit Rules

Create rules based on specific conditions (credits are automatically applied to customers’ balances):

  1. Customer attributes - e.g., purchased amount, registration date and customer’s birthday. Thus, you can give credits to every new customer or when customers get a certain amount purchased (overall orders numbers).
  2. Product attributes - all available attributes in your Magento store - SKU, name, price, etc. Give credits for purchasing only specific products only. For example, if you want to give credits for purchasing only a couple of products, you can create the rule with the SKU condition & write the message "Buy this product and get 100 credits”.
  3. Customer Actions - reward customers with credits for specific actions, like product reviews, product tags, signup for a newsletter, Facebook likes.

  1. Mark a credit rule as one-time. Thus the rule will be applied only once for the current customer.
  2. Create rules to give a % of an order’s total. For example, you can create a rule to reward customers with 10% from an order's grand total if they purchase for $1000+.
  3. Create rules to apply credits for specific products only. For example, you can allow purchasing specific products using credits. The credits will be applied only to these products.

Credits Expiration

  1. Specify a default period in days for using credits (this range specifies how long customers can use their internal credits before they get expired)
  2. Update or keep unchanged current customers' balances if the default expiration setting is changed (the setting affects current customers' balances when the store admin changes the default expiration period.)
  3. Specify period in days customers will be notified before their credits will be expired

Exchange Rate

  1. Specify the exchange rate of 1 point to 1 unit of your store base currency
  2. Multi-currency set-up support. In case you have more than 1 currency allowed, the resulting sum will be converted with the consideration of your currencies rates

Credit Reports

Get the most accurate insight on:
  1. every action with credits on the site (displays it in the back-end)
  2. the total amount of credits in the system
  3. the total amount of used credits
  4. the number of customers with active credits
  5. the percentage from the total number of customers on the site who modified customers' balances (a staff name)
  6. Every action goes along with comments to know the details about every record
  7. Report is updated instantly

Support for SOAP API

  1. Get, set, increase or decrease the customer's balance via Magento SOAP API
  2. Generate Recharge Codes using Magento API
  3. Support Magento SOAP API v2

Other Features

  1. Full support of Paypal Website Payments Standard, Website Payments Pro, Express Checkout
  2. Supports Compilation Mode
  3. Compatible with Extended Orders extension (you can display "Internal Balance" column in the orders grid to see the amount of used credits for every order)
  4. Compatible with SagePay payment method
  5. Compatible with One Step Checkout by Idev (by request - drop us a line)
  6. Compatible with One Step Sheckout by Apptha (by request - drop us a line)
  7. Compatible with Webtex Gift Card
  8. 100% Open Source

Customer Experience

  1. Free high priority technical support
  2. Free LIFETIME extension updates
  3. Free service of resolving module conflicts
  4. 30 days money back

Live Demo

Frontend: customer-extensions.magentoext.com
Admin: customer-extensions.magentoext.com/admin (Please select "Customer Credit" in the list of available extensions)

User Guide

You can look through extension User Guide here.

Live Examples

www.ultimabooks.it

Extension Homepage

Click on "Get Extension" button in the top of this page OR visit the URL Customer Credit extension to see Live Examples of Customer Credit extension

Support

If you have any questions, contact our Support Department and our team will get back to you shortly.

Related extensions:
Magento Donations Ultimate - accept donations from customers
Extended Contacts - define multiple contact departments

All Mageworx Magento extensions:

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Updates

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M1 Extension Versions

2.9.2

2016-04-15 09:35:08
  • Version number: 2.9.2
  • Stability: Stable
  • Compatibility: 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
Fixes a total calculation on the checkout Payment step on the RWD theme
Fixes a problem with credit statistics calculation
Fixes typo in method name

2.9.0

2016-04-15 09:33:37
  • Version number: 2.9.0
  • Stability: Stable
  • Compatibility: 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
Adds the "Number of Orders" rule condition
Removes the "First Order" rule condition (the above rule was created instead)
Adds the "Order Total" rule condition
Enables the Expiration Date per each customer
Moves the rules "Product Review", "Customer Birthday", "Newsletter Subscription" and "Product Tag" to System Configuration section
Adds the ability to assign custom email templates for each rule and different actions
Improves the user interface of the Credits Log section
Fixes an issue with taxes
Minor design issues of "My Credits" section in a customer account
Minor bug fixes
Code refactoring

2.8.0

2016-04-15 09:32:35
  • Version number: 2.8.0
  • Stability: Stable
  • Compatibility: 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
Moved to community code pool
PATCH SUPEE 6285 compatibility
PATCH SUPEE 6788 compatibility
Minor bug fixes

2.7.0

2016-04-15 09:31:49
  • Version number: 2.7.0
  • Stability: Stable
  • Compatibility: 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
Product View Notice feature is added
Performance improvements
First order rule issue is resolved
Issue with credits in multi-websites is resolved
Ability to specify a minimal order amount which cannot be covered by internal credits
Bug fixes

2.6.3

2016-04-15 09:30:29
  • Version number: 2.6.3
  • Stability: Stable
  • Compatibility: 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
Magento 1.9 compatibility issues
Ability to adjust an expiration date per customer
Fix for credit calculation during the multi-address checkout
Role Permission issue is resolved now
Internal credits exchange rate
Ability for customers to use custom amount of credits during the checkout
Ability to customize email templates directly in the back-end
Multi-address checkout support
Ability to keep order grand total unchanged when using internal credits
Ability to sync store balances and internal credits (Magento EE only)
Ability to add CC to email notifications
Ability to assign templates to email notifications
Code refactoring
Bug fixes
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Q&A
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