Credit management

About the Extension

Do you want to offer vouchers for your customers in your online store? Or do you need a solution for the management of your vouchers? Then our app "Credit management" supports you optimally in the management of the voucher credits.

Purchase a voucher

With the app, your customers can purchase a voucher in a variable amount in your online store. You can set the minimum and/or maximum voucher amount in the app settings beforehand. After the invoice amount has been paid by your customer, an email with the credit code is sent to your customer. At the same time, the voucher is created in the credit management.

When creating the credit, the value retention is automatically activated. This allows your customer to redeem the credit piece by piece and does not have to redeem it completely in one order.
Your customer will not only receive the voucher code by e-mail, but it will also be displayed in the customer account under "Credit codes".

If you want the credit to be valid only for 3 years, you can specify this in the app settings. After the 3 years, the voucher will no longer be accepted in the store. So that your customers are always informed how long the credit is valid, you can set the option "Show expires at date in checkout" in the app.

Send voucher as PDF

The extension makes it possible to generate an automatic PDF for the purchased credit/vouchers and send it to the customer. In order for the PDF to be created, a template is required which must contain the variables for issuing the voucher.
On our website lenz-ebusiness.de you will find the variables as well as further information on how to set up the PDF dispatch.

Redeem voucher

With the credit code your customer can now redeem the voucher in your online store. The credit code can be redeemed in the off-canvas shopping basket and on the /checkout/confirm page. Optionally, you can specify in the settings that the customer's existing credit is displayed at the top of the /checkout/confirm page.

All transactions related to the credit are visible at a glance in the "Balances" section. For example, if the credit is used for an order, the order number appears in the "Comment" column.
Since v5.0.6 the function of a csv export of sales is available. The .csv file can be created under "Marketing" -> "Balances" -> "Turnovers".

Create voucher manually in admin area

In addition to creating a credit balance when selling via the online store, it is also possible to create and load a credit balance manually. 

All settings such as value retention and expiration date can be recorded. The amount of credit can be set variably and provided with a comment. In the admin area it is possible to load a credit as well as to reduce the credit.

Important notes:

• The credit in our app is considered tax neutral, i.e. no VAT is due for it, neither when purchasing nor when redeeming the credit.
  
• The app currently only works with one currency. If you use more than one currency in your store, please contact us.
  
• If a refund of the credit/voucher takes place, the credit must be manually invalidated again. This is not done automatically by the app!
  
• Only the line by line (horizontal) tax calculation is supported by the extension. 
  

Shopify-Modus

A special feature of the "Credit Management" app is the Shopify mode. If you have converted your online shop from Shopify to Shopware, your customers can continue to redeem the previous vouchers in your online shop with the activated Shopify mode.

Normally, when exporting the voucher data from Shopify, only the last 4 digits are displayed for the voucher code. You can enter the existing vouchers and activate the Shopify mode for these vouchers. If a customer now wants to redeem a Shopify voucher, the app checks whether the last 4 digits and the total length match.

If more than one voucher code stored in the credit management can apply, the vouchers without Shopify mode always have priority.

Possible uses of the "Credit management" app

• voucher
• debit card
• prepaid card

Options

Credit

• Show expires at date in checkout?: If you sell vouchers with a time limit, the expiration date can be displayed to your customer in the store.
• Manipulate order entity loading (if no ERP-System connected): Use this if you have no ERP-System to change the appearance of sums in administration.
• Hide Shopare add promotion form: Activate this option if only the credit field is to be displayed in the shopping cart / off-canvas shopping cart. 
• Enable account page for customers: If this option is activated, the menu item "Credit codes" is displayed in the customer login. All purchased codes including the current value are displayed there for the customer.
• Show redeem credit from on /checkout/confirm-page?: This option must be activated if the voucher redemption form is also to be displayed on the /checkout/confirm page.
• Show redeem credits on /checkout/confirm-page? If this option is activated, the customer's current credit balance is displayed at the top of the /checkout/confirm page.
• Productnumber for payload: Enter a product number here, which will be provided via Payload when the voucher is purchased.

Buy Credit

• Products, where vouchers can be bought: Deposit here your products that you use to offer credits.
• Maximum buyable value: Set the maximum value of your credit that customers can buy.
• Expires at: end of third year / deactivated: Decide if the credits should have a maturity date.
• Is only redeemable by customer who bought the credit? active / inactive: If this option is activated, only the customer who has purchased the voucher can redeem it.
• Prefix for code generation: Optionally, a prefix can be defined for the voucher codes
• Code length for generation: Define the length of the credit code.
• Add separator between definded amount of characters? active / inactive: Decide whether the credit code should have separators.
• Separator: Define the separator to be used here.
• Separator after defindes amount: Define after which number of characters the separators should be included in the code.
• Productnumber for payload: Enter a product number here that will be provided via Payload when redeeming the voucher.

• Default tax (Please select 0%): This setting may only be changed if you know exactly what you are doing! The standard tax rate for vouchers is set here. 
  

Further information

General information
Our apps are developed on the basis of the standard functionalities of the basic Shopware 6 system. This applies to the functionalities and designs of the basic system. Individual themes cannot be taken into account when developing the app. It may therefore be necessary to make individual adjustments to the theme in order to display all elements/functionalities correctly.

Compatibility
We develop our apps with compatibility in mind. If compatibility cannot be guaranteed, we will note this in the app description. We cannot guarantee the compatibility of our apps with apps from other manufacturers. Due to the large number of apps offered in the Shopware Community Store, a compatibility check is not possible. Likewise, we cannot guarantee compatibility with Shopware apps that are not included in the Community Edition.

Support
We will check whether the specified error is caused by our apps or has another cause. Depending on the result of the investigation, we will inform you whether the rectification is chargeable or not. If independent changes have been made to our apps, the work involved will be invoiced. 

Test version
You can easily test all apps available in the Shopware Community Store from LENZ eBusiness. Choose the rental version of the app. The rental version always includes a trial month with which you can test our app free of charge for 30 days. Please take advantage of the trial month to make sure that the app meets your requirements.

Individual customizations
We make individual customizations to our apps. Send us an email to support@lenz-ebusiness.de with your contact details and your customization request. We will discuss your customization request with our team and then get back to you.