MageWorxCom

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

2.5.3

2016-04-15 09:29:21
  • Version number: 2.5.3
  • 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
New column to display current customer balance is added to the credits report
Issue with the internal credits tab if https in customer account is enabled
Redirect to the login page from the internal credit tab if customer's session is expired
Issue with credit rules if guest proceeds to checkout
Credits logs are improved (the actions done via import and Magento API are marked accordingly)
New column "Created At" is added to the credit rules
The issues with sending out expired credits emails are fixed
The issue with credits calculation is resolved
Format of credits in emails is fixed
Minor bug fixes

2.4.0

2016-04-15 09:28:26
  • Version number: 2.4.0
  • 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
Installation issue is resolved
Website issue on customers grid is resolved
New credit rule condition added. Now it's possible to create rules to give credits for the first order
Minor bug fixes

New features and bug fixes

2013-10-11 08:35:21
  • Version number: 2.3.0
  • Stability: Stable
  • Compatibility: 1.3, 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8
+ Expire credits functionality
+ Staff name in credits reports
+ Ability to create credit rules of % type (% from order's total will be added to customer's account)
+ Ability to import/export recharge codes
+ Improved credit block behavior at cart page (less conflicts with custom themes)
+ Support for Magento API SOAP v2
* Bug fixes

New features and big fixes

2012-07-25 10:07:31
  • Version number: 1.8.0
  • Stability: Stable
  • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7
Check the "Changlog" tab here http://www.mageworx.com/customer-credit-magento-extension.html

New features

2011-12-07 11:35:57
  • Version number: 1.4.0
  • Stability: Stable
  • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1
+ Ability to purchase internal credits using other payment methods
+ Ability to select checkout attributes, the credits should be applied to (Subtotal, Shipping & Handling, Tax)
+ Ability to send email notification to customer when admin changes internal balance
+ Ability to display "Credit Balance" column in customers grid in the back-end
+ Ability to return credits instead of funds in case of offline refund
+ Ability to mark a credit rule as a one-time. It means that the rule will be applied only once for the current customer
+ Support of multiple addresses checkout
+ Ability to show a static block in "My Credit" section of a customer's area
+ Support of Paypal Standard, Express
+ Improved design of a customer's account
+ Support of Compilation Mode
+ Support of orders edition, which used credits
* Many bug fixes
Reviews

About the Developer

This extension was developed by and is supported by MageWorxCom

Rated 3.9 out of 5 by 26 reviewers.
Rated 5 out of 5 by Amazing Product and Excellent Customer Support The product works exactly like it it supposed too and the customer support when I had a question was amazing. Superior products and support. Keep it up. Thanks, March 22, 2016
Rated 5 out of 5 by Great product I get quite a number of people that will place an order then realise they have forgot something and place another paying 2 lots of postage but they want them sent together to save on the postage, so now I don't have to raise a credit then login to to Paypal and refund them I just add the extra postage to their account for next time, much easier. July 17, 2015
Rated 5 out of 5 by Good integration! We installed the extension and get it running in no time. The functions integrate well into the magento interface. No adjustmens where needed. My recommendation! May 7, 2015
Rated 4 out of 5 by This solves your Magento problems Good Plugin with many functions. Works perfect with Magento 1.9.1.0 Excellent Support Team March 1, 2015
Rated 5 out of 5 by I like how the product and its developer are evolving! We purchased the extension for one of our clients this summer. When installed, it immediately triggered a conflict with a 3rd party module. After reporting this issue to Mageworx we couldn't get a response for almost 2 weeks!! That was like a nightmare! Luckily, with great effort we managed to make Mageworx help us fix that. But what was our surprise, when we contacted the team last night (our client needs to urgently customize the addon) and got ready-to-use solution after just 1 hour!!! What is more, we discovered that the module received a big update and got a bundle of new, quite useful features. Fantastic! I like the way you are changing, guys! And like that your products are getting better and better! Keep it up! December 15, 2014
Rated 1 out of 5 by Terrible Support - No Resolutions to Issues Issues: 1) Customers are not able to use their Internal Credits to make any purchases via front end or back end. 2) Disabling the customer credit recharging option does absolutely nothing at all. It should be removing the option from front end MyAccount page. Calling MageWorx support tells you to email. Emailing MageWorx support yields no response. INTEGRATORS and MERCHANTS BE WARE!! August 29, 2014
Rated 1 out of 5 by Full of bugs and bad support Bought this extension 45 days ago. Since day 1 I'd been dealing with customer support trying to make it work. This are the mayor issues that I found: 1) Support takes at least 24hs to answer a ticket, no matter how critical they are. Almost every time, ticket answering does not involve a problem solution (I'm struggling with the same issues since first day). 2) Documentation says one thing, extension do another. Credit rules to give credits as an order % does not work. Period. 3) Big issues claimed to be fix with release 2.6.3 (as minor bugs!!), are not. Even worst new ones appeared. 4) Dont waste your time trying to reach developer by phone. All published numbers points to the same machine, which tells your to report a ticket... 5) Demo site does not use extension latest release (dont know why). I'd point this to developer and he admitted it, but never updated it. This could be a great extension if only works as its tell. July 14, 2014
Rated 5 out of 5 by Great Extension and Great Support I've used this extension for a few years now. It provides a very simple and minimal setup process. Also, every time I have needed technical support I receive a reply within 24 hours. Great extension Guys! March 18, 2014
Rated 1 out of 5 by Customer credit. I bought customer credit extension that claimed it lets customers pay for any goods or services using the funds of internal credit account. It is true that it was easy to install this extension but be very careful about how you will use it and how the credit balance is deducted. There are a lot of conflicts within the extension that provide incorrect balance amount and total of issued credit unrealistic. I will not further insist that you will face issues when you use One step checkout extension... Sorry to be so rude, but the only advice that I can share is "to flee this extension as quickly as possible"... At least if you want to provide professional services. Unfortunately, customer support did respond to my emails rarely and until now, I never received the refund (I asked it within the 30 days).I would have put 3 stars if they refund my payment. Finally, the extension was carefully tested and we can clearly state that it does not perform as well as advertised, and the support was also less than would be expected. Since the seller did not refund the money, I definitely not recommend this extension. February 6, 2014
Rated 5 out of 5 by Swift reaction and good support Customer credits worked for me for 99% straight out of the box. The last 1% was customized by Mageworx. They understood my wishes and gave me a working solution overnight. I can only say that i'm looking forward to implementing more extensions from Mageworx in the near future. I recommend using customercredits as an extension. and i recommend Mageworx as a solid partner. October 27, 2013
  • 2016-04-29 T09:19:55.222-05:00
  • bvseo_lps, prod_bvrr, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasreviews, tv_26, tr_26
  • loc_en_US, sid_5548, prod, sort_default
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Q&A
(5 Questions : 4 Answers)

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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26663865
Customer avatar
For example, if a customer bounces a check, can you and there is a $20 bank fee, can you put a -20 credit on their account? Will it show up on the front end so they have to pay for it before their next order?

Also, do you know if you can call your SOAP_API from quickbooks?

thanks!
Shani
by
shani29
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2 years, 10 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_155136
Customer avatar
Answer: 
Hello Shani,

Unfortunately, the due feature is not available in the current version.
Our extension supports Magento API only for now.
by
MageWorxCom
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2 years, 7 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_27221603
Customer avatar
We want to give our customers 3 free products monthly, versus $75 in free credit - as sometimes we run price promotions, which means they now might have an extra credit based on our lower cost products. Can we initiate a "3 free products" monthly credit versus dollar amount?
by
deferousa
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2 years, 6 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_155136
Customer avatar
Answer: 
Hello,

No, currently it is not possible.
by
MageWorxCom
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1 year, 4 months ago
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Customer avatar
Hello,

This module is work only with default magento, I have installed mage store onestepcheckout module.

Customer credit not working with onestepcheckout page,For example, if I plan on a purchase of $200 and my balance of internal credit is only $100, the system will not allow me to use other payment methods to pay for the balance after the internal credit.

Thats only happen with default magento checkout,

Please i need support for it.

Thanks in advance,
by
ps_patel
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1 year, 11 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_155136
Customer avatar
Answer: 
Hello,

Please contact our support team. Please also note that it's not possible to make the extension compatible with all 3rd party extensions.
by
MageWorxCom
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1 year, 4 months ago
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Customer avatar
Would the module work for a customer to pay xx dollars to set up store credit that allows them to buy Y number of products (all products are equally priced).

The store credit gets depleted as each product is being used. Basically in other words, kind of setting up a system that is similar to the calling cards. You pay $8 for 30 minutes and once you used up your minutes it is done.

In our case EVERY product that we sell is priced the same. And we want to be able to sell savings packages for $xx for Y number of products.

Thanks!
by
sahilgoyal786
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11 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_155136.png
Customer avatar
Answer: 
Hello,

Thank you for getting in touch with us and sorry for the delay in replying to you. Currently, there is no way to limit a number of items allowed to be purchased using the internal credits.
by
MageWorxCom
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9 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/skin/frontend/enterprise/connect/images/pictures/developer-avatar.jpg
Customer avatar
Send email copy to inbuilt feature not working.

Can you please provide us the steps to make it working.

I added my mail id to this, but after adding amount to Customer credit, email not sent.
by
vipinc
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9 months ago
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  • 2016-04-29 T09:19:19.187-05:00
  • bvseo_lps, prod_bvqa, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasquestionsanswers
  • loc_en_US, sid_5548, prod, sort_default
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  • 2016-04-29 T09:19:19.189-05:00
  • bvseo_lps, prod_bvqa, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasquestionsanswers
  • loc_en_US, sid_5548, prod, sort_default
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