How to configure your Credit Settings?

Summary

This guide will walk you through configuring your Credit Settings in FLOW.

There are two key settings you can configure:

1. Enable the Credits Feature – Allows or prevents customers from using credit for online payments.
2. Limit for a Manual Credit – Sets a maximum value for manually adding credit to a customer’s account.

Important: 

• Once the credit feature is enabled, it cannot be reversed. Disabling it will have no impact if customers have already been issued credits.
• Please ensure to add 'Credit' as a tender type in your 'Tender Type (Front of House) setting.
  
  

Step-by-Step Guide

1. Navigate to System Configuration:
   • From the Home Page, go to System Configuration.
     
     
     
      
2. Access Credit Settings:
   • Click on Settings.
     
     
     
      
   • Select Manage Settings.
     
     
     
      
3. Find Credit Configuration Options:
   • From the Category Drop-down, select Credit and click on Search.
     
     
     
      

4. Enable or Disable the Credits Feature:

   • Click Edit next to the Enable the Credits Feature setting.
     
     
     
      
   • Select Yes to allow customers to use credits for online payments or No to prevent this.
   • Click Save to apply changes.
     
     
     
      

   Functionality:

   • If set to Yes, customers with available credit will be able to use it for online payments.
     
     
     
      
   • If set to No, customers will not be prompted to use their credit online, but they can still apply it at the Front of House.
     
     
     
      

5. Set the Limit for a Manual Credit:

   • Click Edit next to Limit for a Manual Credit.
     
     
     
      
   • Enter the maximum value allowed for a single manual credit transaction.
   • Click Save to confirm the change.
     
     

   Example: If the limit is set to £100, users will not be able to manually add more than £100 to a customer’s account in one transaction.
   
   

By following these steps, you can effectively manage and control credit settings within your system.