Credit Pots

Credit Pot Summary

Navigate to Customers from the main menu and select the customer you want to manage. Click the Credit Pots tab.

Here you can see all the credit pots available and the time remaining on them.

Creating a Credit Pot

Click the Account tab

Click the TOPUP button. It works by adding a top-up amount with an expiry date. Once the expiry date is reached, any unused portion of the credit pot is removed automatically.