Credit Packages will help you manage all the multi-packages that you offer!
Our new Feature called Credit Packages will help you solve many of the problems that you have with multiple packages such as:
- How to keep track of who has taken what?
- How to look up how many items a customer still has on their package?
- If your customer buys more packagess, how do you keep track of them?
What are Credit Packages
Credit Packages are special products/services with a credit value that is linked to one or more of your products/services.
You will add a price to the package so that your customer can purchase one, and the credits can be used on the invoices to pay for one of the linked products/services.
The system has some built-in safeguards:
- you can only use a credit for the linked products/services
- you can see the current credit balance, and can only use the correct amount of credit (eg you cannot use 2 credits if there is only credit left
Keep Track of Credit Package Balances
The system keeps track of the Package balance for all customers. There is a drop-down in Customer Details that shows all the details of the Packages, with an action button that allows you to edit the Package for a customer should you need to.
Sell More Credit Packages
The system has some optional features to help you sell more:
- You can add expiry date to your packages (eg 31 Dec 2023) or have them expire after a certain number of months
- You can send auto-emails to support Packages:
- warn your customers when their Package(s) is about to expire
- warn your customers when their Package(s) has already expired
