Setting up credits for a new client draft
- Create a user group for the client, for example Stockholm.
- Add the client's users and link them to that group.
- Create the purchased credits in the right currency.
- Transfer the credits to the user group.
Give credits to the group rather than to individual users. You do not know in advance who will use how many; the group divides the credits itself.
Creating credits
New credits always arrive in the system wallet first.
- Go to System › Credits, System-Wallet tab.
- Click Add Credits.
- Under Amount, enter the number of credits.
- Choose the Currency.
- Enter a Subject, for example the order number or the client's name. This subject appears with every credit in the transaction log.
- Click Create.
Then distribute the credits; see Transferring credits.
Transferring credits to a user or user group draft
- Go to System › Credits, System-Wallet tab.
- Click Transfer Credits next to the currency.
- Check the Currency and enter the Amount.
- Under Transfer to, choose User or User-group.
- Choose the user or the user group.
- Enter a Subject.
- Click Create.
You can also transfer from the balance overview, using the Transfer Credits button in the recipient's row; the recipient is then filled in for you. See Viewing and exporting balances.
After Create, wait for the dialog to close and do not click again: every click is a new transfer.
I want to take credits back from a user or group draft
There is no button yet to take credits back. A transfer goes from the system wallet to a user or group, not the other way round.
If you gave credits to the wrong user or group, contact support@esperto.one. State the date, the currency and the subject of the transfer.
I created credits, but the balance does not change
You see the message that the credits were added, but the balance of the system wallet stays the same.
The credits have been created; only the screen is not refreshed. Reload the page and the new balance appears. Do not create the credits a second time.