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    Customer Credit System for Magento 2

    Customer Credit Systems or the Buyer Credit module, the store admin can assign credit amount to a customer and customer groups.

    The in-store currency can be highly useful for the payment. Thus, allowing an easy checkout with the amount.

    The customers can use the assigned credit amount  for purchasing the store products. From the backend, the admin can view all the transactions done by the customer via the credit system.

    Watch the below video tutorial to understand the extension workflow:

    VLY9gC6J7Bs

    Features of Customer Credit System

    • The admin can assign credits to a customer group.
    • The admin can assign credits to individual/specific customers.
    • Customers can see their assigned credits in the customer dashboard.
    • The customer can send a credit request to the admin.
    • A customer can purchase the product by using their assigned credits.
    • A customer can pay for the credits using an online/offline payment method.
    • The admin can view all the transactions done by the customer via the credit system.
    • A customer can see the entire transaction history in a customer account.
    • The admin can pay credit from the admin panel to the respective customer.
    • Admin can select the offline payment mode for paying credit to the customer.
    • The Admin can approve or disapprove the credit request sent by the customer.
    • The admin can create individual credit amounts using a CSV/XLS file.
    • Admin can import credit updates from a CSV/XLS file.

    Installation

    Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.

    webkul-magento2-credit-system-installation

    After the successful installation, you have to run these commands in the Magento 2 root directory.

    First command:

    composer require phpoffice/phpspreadsheet

    Second command:

    php bin/magento setup:upgrade

    Third command:

    php bin/magento setup:di:compile

    Fourth command:

    php bin/magento setup:static-content:deploy

    After running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.

    webkul-magento2-credit-system-cache-management

    Multilingual Support

    For the multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options and select the locale as German (the language into which admin want to translate his store content).

    Configuration For Multilingual Support

    Module Translation

    If you want to translate the Buyer Credit module language from English to German then follow the path src/app/code/Webkul/CustomerCreditSystem/i18n in their unzipped Magento2_customer_credit_system folder. Then you will get a CSV file with the name “en_US.csv”.

    Now, rename that CSV as to your region code and language code “de_DE.csv” and translate all right side content in your language.

    After editing the CSV, save it and then upload it where you have installed Magento 2 on the server.

    The  Buyer Credit module will get translated into your desired Language. It also supports RTL and LTR languages.

    webkul-magento2-credit-system-translation

    Customer Credit System Module Configuration

    After the Buyer Credit module installation, the admin will find the configuration settings panel by navigating through Stores->Configuration->Webkul> Customer Credit System as per the below snapshot –webkul-magento2-customer-credit-system-module-config

    Customer Credit Group

    Assign Credit to Customer Group  – Here, the admin can assign credit amount to the customer groups. The admin needs to select a customer group and enter the credit amount which admin wants to assign the customer group.

    The admin can add more row by clicking on “Add” button. And admin can also delete the row by clicking on delete sign in the ” Action ” column.

    Pay Credit by Admin

    Select Payment Method – Here, the admin can select the offline payment method to paying credit from the admin panel on behalf of the customer.

    After that, the admin will have to configure the Webkul credit system by navigating through Store> Configuration> Sales> Payment Methods> Webkul Credit System as per below snapshot –

    Configuration_ Admin_credit_system

    Enable This  Payment Method –

    From here, the admin can enable/ disable this payment method.

    Payment Method Title –

    The admin can set the payment method title which will be visible on the frontend.

    Payment from Applicable Countries – 

    The admin can select an option ” Specific Countries” or ” All Allowed Countries”.

    Payment from Specific Countries –

    If the admin can select ” Specific Countries” option then admin can select countries from where admin wants to accept the payment.

    Remember- Here the Payment Specific country is for the billing address not for the shipping address.

    Allow Payment Methods on Checkout When Credit Product is in Cart –

    With this option, set as ‘Yes’, the admin can set the credit system as payment methods on checkout when credit product is in cart.

    However, if the option is set as ‘No’ than at the time of adding credit product to the cart the customer in frontend will receive a message- “There is no payment method active in the admin account“.

    Select Payment Methods on Checkout

    The admin can set the payment method on checkout by selecting an option “Allow All” or “Allow Specific” which will be displayed on the frontend.

    Allowed Payment Methods to Add Amount in Credit – 

    Here, the admin can select the payment methods for the customer to repay the used credit amount.

    Sort Order – 

    The admin can set the order of the payment method to display on the frontend.

    Credit Details- 

    At the admin panel, admin can view all credit details of the customers in the Credit Management as per below snapshot –

    credit-details

    In Credit Details, the admin can view Customer Name, Total Amount, Remaining Amount, Used Amount, Modified Date as per below snapshot –

    credit-system

    The admin will have three options Details, Pay Credit and Credit Amount Request . When the admin clicks on Select drop-down option under Action column.

    Details  –

    Then the admin can able to view all customer details like – Reference (transaction ID), Amount, Transaction Type,

    Transaction Status (pending or approved ), Transaction Date, Base Amount (calculate according to base currency) as per below snapshot –

    Note – Transaction status changes from pending to approved when the invoice will be generated for the order. If the invoice generates automatically then the status will be visible as “Approved”.


    webkul-magento2-customer-credit-system-credit-details-1

    Pay Credit – 

    Here, the admin can pay the credit amount on the behalf of the customer, if the customer sends the credit amount through an offline method.

    Just enter the pay credit amount and click on the “ Save” button and the transaction will be done.

    webkul-magento2-customer-credit-system-pay-credtit

    Credit Amount Request-

    The Admin can approve or disapprove the credit request sent by a customer.

    credit-system1

    Upload Credit Using CSV

    This system allows merchants to import credit amount updates from a CSV/XLS file. This is especially useful from Magento 2 system. 

    Importing the credit system from a CSV is easy to do. Once the Buyer Credit Module is installed, simply login to your admin, go to Credit Management -> and click Upload Credit Using CSV.

    upload-credit-using-csv

    Once above page has loaded choose CSV/XLS file from your system then upload and wait for the total credit to import as per below snapshot-

    upload-csv-credit-profileThis can be useful in situations where we need to process a large volume of credits and bypass the default functionality. Its purpose is to define individual credit amounts to create. 

    Using the Buyer Credit module you can import data through the CSV file. The merchants can import the Bulk data using a single click. Use the Execution Log in the Magento backend to identify successful and failed imports.

    When the import is complete, you will see an import summary as per below snapshot-

    total-credit-import-1

    A total of four credits to be imported here in this screenshot, but when the import is complete, we get a total of two credits imported. As, there is no existing data of the customer for a website in the CSV file.

    Assign Credit to Particular Customer 

    The admin can also assign credit amount to a particular customer by navigating through Customer > All Customer then clicks on Edit option under Action column for a particular customer as per below snapshot – webkul-magento2-customer-credit-system-customer-list

    In the customer information, the admin can assign a Credit Limit to the customer in the credit information tab as per below snapshot.

    webkul-magento2-customer-credit-system-assign-credit

    The admin needs to mark the checkbox to use the particular credit limit.

    And uncheck the checkbox to use customer group credit which is set in the module configuration by the admin.

    By default, the first time this checkbox will be marked/checked.

    Under here, the admin can view Used Credit and Remaining Credit.

    The admin also able to see all transaction information for the credit amount which is assigned to a customer like – Transaction Id, Transaction Date, Transaction Type(debit or credit),  Transaction Currency, Transaction Amount and  Status.

    Note – Assign credit limit will be changed at front-end if we change credit limit from group credit limit to particular credit limit.

    For example – 1. Admin assigns 200 USD credit limit to a group of customer and the customer has been used 100 USD then Admin assigns 150 USD credit limit to that particular customer.

    The customer account will be updated at the front end and the display credit balance is 50 USD and the amount to pay is 100 USD.

    2. Admin assigns 200 USD credit limit to a group of customer and the customer has been used 200 USD then Admin assigns 150 USD credit limit to that particular customer.

    The customer account will be updated at the front end and display credit balance is( – 50 USD) and the amount to pay is 200 USD.

    Customer- end in Customer Credit System

    A customer can send a credit request to the admin and request for more credit amount from Credit Amount Request option.

    credit-system2

    The customers able to see their credit details through Credit information option. The customer can see the credit balance( Remaining credit amount ) and the Amount to Pay ( have to pay the admin).

    Pay Credits – It will be visible only after using the credit amount. From here, the customer can pay used credit amount to admin.

    Last Transactions – The customer can view all transaction details like – Reference, Transaction Type ( debit/ credit), Amount, Transaction Status, and Transaction Date.credit-system-4

    However, if in the admin section the ‘Allow Payment Methods on Checkout When Credit Product is in Cart is set’ as ‘No’. Then here on clicking Pay Credit the customer will see a warning message as below.

    credit-system5

    Checkout Page –

    The customer can make the payment for the web store’s products through Webkul credit System.

    And also able to view Total Order Amount, Available Credit, Remaining Credit on the checkout page as per below snapshot –webkul-magento2-customer-credit-system-checkout-page

    Order Management –

    Webkul Buyer Credit System payment method will be visible in the order details as per below snapshot  –devmage.com_11964_sales_order_view_order_id_12_-1

    Webkul Credit System payment method also will be visible in the invoice details as per below snapshot –devmage.com_11964_sales_order_invoice_order_id_12_

    Pay Credit – 

    The customer will have to pay the credit after using the credit. For this, the customer needs to enter the payment amount and then click on Pay Credit button.credit-system6

    The credit amount would be added in the cart.credit-system7

    And then the customer can pay the credit amount as a default payment process through payment methods which are allowed by the admin as per below snapshot –webkul-magento2-customer-credit-system-credit-payment

    The Customer can not add another product with credit amount in the Cart as per below snapshot –

    webkul-magento2-customer-credit-system-other-product

    That’s all for Customer Buyer Credit System for Magento2 still have any issue feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com

    Current Product Version - 4.0.0

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

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