1. Manually add & deduct credits to individual member accounts
  2. Automatically add credits to member accounts after they signup and/or upgrade
  3. Credits from a member's perspective

Add & Deduct Credits 

1. Go to Members > Search Members:

2. Search for the member that will receive or be deducted credits then click on Actions > Payment History:

3. Click on Credits > Add or Deduct Credits:

A pop-up form will open with the following fields:

1. Credit Options: Even after clicking on Add Credits or Deduct Credits this dropdown allows the admin to pick one of these 2 options

2. Credit Amount: Add the numerical value of the credits that will be applied or deducted using the website currency.

3. Internal Note: as an option add a note for internal use, for future reference.

Automatically Add Credits After Signup Or Upgrade

1. Go to Finance > Membership Plans > select the plan > Edit:

Under Sign Ups and Upgrades tab, when scrolled down there will be 5 options to add credits:

1. Display Available Credits Inside Member's Dashboard? : If YES, the member will see the credit balance inside their member dashboard on the billing details page.

2. Reward Credits to Assign After Sign Up: Entering a value greater than $0 will assign credits to this member after successful sign-up.

3. Reward Credits After Successful Membership Plan Change: Entering a value greater than $0 will assign credits that will be added to the member’s account after they change to this plan from inside their member dashboard area.

4. Assign Referral Credits to Members Who Refer New Sign Ups: If enabled, an input field on sign-up pages to enter a referring member's ID number:

5. Credits Assigned to Referring Member: Entering a value greater than $0 will add credits to the referring member's account for new member sign-ups who use the referring member ID number.

Important Note: Credits can't be assigned or awarded for "completed tasks" like filling out forms, publishing posts or uploading documents, etc.

Credits for Digital Products

In combination with the Digital Products add-on, the admin will have two additional fields in the Digital Products form:

  • Credits to Add After Purchase: Buyers will receive this credit amount one time after initial purchase. Leave blank if no credits are granted.
  • Allow Use of Existing Credits for Purchase?: Select 'Yes' to allow buyers to use existing credits towards this purchase, or 'No' to require the use of a payment method.

Search For Members with Credits

To look for members that have credits available in their profile go to My Members > Search Members > Transaction Type > Credits Available:

Credits History

For the member to see the available credits, the option Display Available Credits Inside Member's Dashboard?  needs to be set to YES in their Membership Plan:

These members will be able to see the number of credits available in their Billing Information section and see the historical usage of the credits in the Credits History tab.

Log in as a member >Account > Billing Information

For additional assistance:
Email support@brilliantdirectories.com or create a ticket Inside Your Account Dashboard.

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