VOLIXTA includes a flexible credit system that acts as a virtual wallet for your clients. Managers can add credits manually or send gift codes — perfect for rewards, promotions, or prepaid bookings. Clients can use their balance to pay bookings, fully or partially, without relying on third-party tools.
💳 Adding and Using Credits
Clients Can:
- View their credit balance in the client portal ([volixta_customer_profile])
- Use available credits during the booking process
- Receive credit refunds if a booking is canceled (based on your policy)
Managers/Admins Can:
- Manually add or subtract credits from a customer’s wallet via their profile
- Create promo codes (gift codes with a credit value)
- Send promo codes to selected clients individually
- Apply promo codes to a specific client’s account (without requiring manual redemption)
💡 These features are available from the Credits & Gifts section or directly within each client profile.
🎟️ Gift Codes & Promotions
You can create gift codes that act as credit vouchers:
- Go to the Credits section
- Click Add a Promo Code
- Define the credit amount (e.g., 50€, 100€)
- Set an expiration date (optional)
- Share the code with clients
Clients can redeem the code from their portal to instantly add credits to their account.
💡 Useful for:
– Running promotions
– Holiday rewards
– Customer loyalty bonuses
– Resolving issues with goodwill gestures
📧 Email Notifications
An email is sent only when the manager or admin selects the option to send the promo code by email.
No email is triggered automatically for credit updates, refunds, or usage — unless the promo code is explicitly sent.
🧾 Invoice Integration
When credits are used in a booking:
- The amount is shown on the invoice as a line item
- The remaining balance (if any) is also listed
- Total paid reflects the combination of credits and other methods
📌 This ensures complete transparency and simplifies accounting.
🛡️ Permission-Controlled Access
Only authorized roles (managers and admins) can:
- Create or revoke gift codes
- Adjust client credits
- View full credit history
🔗 Works Seamlessly with Deposits, Packages, and WooCommerce
Credits can be combined with packages or deposits
- If the credit balance covers the full booking, no other payment is needed
- If used with WooCommerce, the remaining unpaid amount will be sent to WooCommerce at checkout
💡 See also: WooCommerce Integration | Advanced Invoicing
❓ Frequently Asked Questions
How can clients get credits?
Clients can receive credits in several ways:
- Manually added by an admin or manager
- Through a promo code (gift code)
- As a refund for a canceled booking (based on your cancellation policy)
What is a gift code?
A gift code is a promo code that adds a credit amount to a client’s wallet. It’s ideal for:
- Promotions and special offers
- Holiday rewards
- Customer loyalty bonuses
- Goodwill gestures
Will clients receive an email when they get a gift code?
Yes — but only if the manager/admin selects the option to send the promo code via email. No automatic email is sent for credit updates, refunds, or usage.
Can credits be combined with other payment methods?
Yes. Clients can:
- Fully pay for bookings using credits
- Combine credits with another payment method (e.g., via WooCommerce)
Do credits appear on invoices?
Yes. When credits are used:
- The amount paid with credits appears as a line item
- Any remaining balance is also shown
- The total reflects both credit and other payment methods
This ensures transparency for both the client and accounting.
Who can manage credits and gift codes?
Only authorized roles (admins and managers) can:
- Create or revoke gift codes
- Adjust a client’s credit balance manually
- View the full credit history of any client
💬 Need help?
Visit our Help Center or Contact Support for technical assistance.