Summary
This guide will walk you through configuring your Credit Settings in FLOW.
There are two key settings you can configure:
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Enable the Credits Feature – Allows or prevents customers from using credit for online payments.
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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.
Step-by-Step Guide
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Navigate to System Configuration:
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From the Home Page, go to System Configuration.
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Access Credit Settings:
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Click on Settings.
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Select Manage Settings.
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Find Credit Configuration Options:
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From the Category Drop-down, select Credit and click on Search.
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Enable or Disable the Credits Feature:
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Click Edit next to the Enable the Credits Feature setting.
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Select Yes to allow customers to use credits for online payments or No to prevent this.
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Click Save to apply changes.
Functionality:
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If set to Yes, customers with available credit will be able to use it for online payments.
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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.
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Set the Limit for a Manual Credit:
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Click Edit next to Limit for a Manual Credit.
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Enter the maximum value allowed for a single manual credit transaction.
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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.
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By following these steps, you can effectively manage and control credit settings within your system.