Managing User Credits

Credit Management Dashboard

Access the credit management system at YetiRaffles → Credits in your WordPress admin.

Dashboard Overview

The main dashboard displays:

• Total Credits Issued: All-time total credits awarded
• Total Credits Redeemed: Credits used by customers
• Outstanding Balance: Current liability (credits not yet used)
• Active Wallets: Number of customers with credit balance
• Recent Transactions: Latest credit activity
• Top Holders: Customers with highest balances

Viewing Customer Credits

All Customers View

The main credits page shows a table of all customers with wallets:

Column	Information
Customer	Name and email address
Current Balance	Available credits in account
Total Earned	Lifetime credits earned
Total Spent	Lifetime credits used
Last Activity	Most recent transaction date
Actions	Quick action buttons

Filtering & Search

Find customers quickly using filters:

• Search: By name, email, or user ID
• Balance Range: Show customers with balance between X and Y
• Activity Date: Filter by last transaction date
• Credit Source: Show only instant wins, referrals, etc.
• Sort Options: By balance, name, date, or activity

Adding Credits to Accounts

Manual Credit Addition

1. Navigate to Credits Page

   Go to YetiRaffles → Credits

2. Find Customer

   Search for or click on the customer you want to credit

3. Click Add Credits

   Click the Add Credits button next to their name

4. Enter Details

   Fill in the credit addition form (see below)

5. Add Note

   Explain reason for credit addition (required for audit trail)

6. Confirm

   Click Add Credits to process the transaction

Add Credits Form Fields

Field	Description	Required
Amount	Credit value to add (positive number)	Yes
Reason	Why credits are being added	Yes
Reference	Order number, ticket, or other reference	No
Notify Customer	Send email notification	No (checkbox)
Email Message	Custom message in notification email	No

Removing Credits from Accounts

Manual Credit Deduction

1. Navigate to Credits Page

   Go to YetiRaffles → Credits

2. Find Customer

   Search for the customer

3. Click Remove Credits

   Click the Remove Credits button

4. Enter Details

   Specify amount and reason for deduction

5. Confirm

   Review and confirm the deduction

Cannot Remove More Than Balance

The system prevents removing more credits than a customer has. If you need to record a debt:

• Remove available balance first
• Add note about remaining amount owed
• Flag account for manual follow-up

Viewing Transaction History

Individual Customer History

Click on any customer in the credits list to view their detailed transaction history.

Transaction Details Include:

• Date & Time: When transaction occurred
• Type: Credit (added) or Debit (removed)
• Amount: Value of transaction
• Balance After: Running balance after transaction
• Source: How credits were earned/used (instant win, purchase, admin)
• Description: Transaction details or reason
• Reference: Order number, admin user, or other reference
• Status: Completed, pending, or reversed

All Transactions View

View system-wide transaction log at YetiRaffles → Credits → Transactions

This shows all credit activity across your site with filtering options:

• Filter by date range
• Filter by transaction type
• Filter by credit source
• Filter by customer
• Filter by amount range

Bulk Credit Operations

Bulk Add Credits

Add credits to multiple customers at once:

1. Go to YetiRaffles → Credits → Bulk Operations
2. Select Add Credits as the operation
3. Choose selection method:
   • All Customers: Every registered customer
   • By User Role: Customers with specific role
   • By Registration Date: Registered between dates
   • By Purchase History: Ordered at least X times
   • CSV Upload: Upload list of customer emails/IDs
4. Enter credit amount and reason
5. Preview affected customers
6. Execute bulk operation

Bulk Remove Credits

Remove credits from multiple accounts (use with extreme caution):

• Same selection methods as bulk add
• Requires additional confirmation
• Cannot remove more than customer has
• Email notifications optional
• Full audit log created

Use Cases for Bulk Operations

Credit Adjustment from User Profile

WordPress User Edit Screen

You can also manage credits directly from the WordPress user edit page:

1. Go to Users → All Users
2. Click Edit on any user
3. Scroll to the YetiRaffles Credits section
4. View current balance and quick transaction history
5. Use quick add/remove buttons for fast adjustments

Quick Actions

The user profile credit widget allows:

• View Balance: See current credit total
• Quick Add: Add preset amounts (£5, £10, £25)
• Quick Remove: Remove preset amounts
• Custom Amount: Enter any amount to add/remove
• View History: Link to full transaction history

Credit Expiration Management

If you have credit expiration enabled, you'll need to manage expiring credits.

Expiring Credits Dashboard

At YetiRaffles → Credits → Expiring, see:

• Credits expiring in next 7 days
• Credits expiring in next 30 days
• Credits expired in last 30 days
• Total value of expiring credits

Extending Expiration

You can extend expiration dates for customer service:

1. Find customer in expiring credits list
2. Click Extend Expiration
3. Select new expiration date
4. Add reason for extension
5. Optionally notify customer

Expired Credit Recovery

In some cases, you may want to restore expired credits:

• Go to customer's transaction history
• Find the expiration transaction
• Click Restore Expired Credits
• Credits are re-added with new expiration date

Refunds & Credits

Refunding Orders as Credits

When processing WooCommerce refunds, you can refund as credits instead of to payment method:

1. Open Order

   Navigate to the order in WooCommerce admin

2. Click Refund

   Click the Refund button

3. Select Refund Type

   Choose Refund as Credits option

4. Enter Amount

   Specify refund amount (can be partial)

5. Process Refund

   Credits are added to customer's wallet immediately

Benefits of Credit Refunds

• Instant: No payment gateway processing time
• No Fees: Avoid payment processing refund fees
• Retention: Customer keeps money in your ecosystem
• Goodwill: Add bonus credit on top of refund amount

Reporting & Analytics

Credit Reports

Access comprehensive reports at YetiRaffles → Reports → Credits:

Available Reports

Report	Information
Credit Overview	Total credits issued, redeemed, outstanding
Credit Sources	Breakdown by instant wins, referrals, admin, etc.
Redemption Rates	What percentage of credits are actually used
Average Balance	Mean and median customer credit balances
Credit Lifespan	How long from earning to spending
Top Recipients	Customers with most credits earned
Expiration Impact	Credits expired vs used (if expiration enabled)

Exporting Data

Export credit data in multiple formats:

• CSV: For Excel or accounting software
• PDF: Printable reports
• JSON: For custom integrations

Export Options

• All customers with balances
• All transactions in date range
• Individual customer history
• Bulk operation results

Customer Communication

Notification Emails

Configure when customers receive credit-related emails:

Event	Email Sent?	Customizable?
Credits Added (Admin)	Optional	Yes
Credits Removed (Admin)	Optional	Yes
Instant Win Prize	Yes (automatic)	Yes
Referral Commission	Yes (automatic)	Yes
Credits Used	Optional	Yes
Expiration Warning	Yes (if enabled)	Yes
Credits Expired	Yes (if enabled)	Yes

Customizing Email Templates

Edit email templates at YetiRaffles → Settings → Emails:

• Customize subject lines
• Edit email body content
• Add your branding/logo
• Include custom variables (balance, amount, etc.)
• Preview before saving

Best Practices

Documentation Standards

• Always Include Reason: Document why credits were adjusted
• Use References: Link to order numbers or support tickets
• Be Descriptive: Future you will thank you for clear notes
• Follow Policy: Have clear guidelines for when to add/remove credits

Customer Service Guidelines

1. Be Generous (Within Reason): Credits cost you less than refunds
2. Add Bonus Credits: 10-20% extra on goodwill adjustments
3. Set Expectations: Tell customer why they received credits
4. Encourage Usage: Remind customers to use their balance
5. Thank Loyal Customers: Surprise credits build loyalty

Fraud Prevention

• Monitor for unusual patterns in credit earning
• Flag accounts with rapid credit accumulation
• Verify high-value credit requests
• Review credit usage on new accounts
• Implement limits on instant credit use

Need Help?

If you have questions about managing credits, check out our Troubleshooting Guide or FAQ.

Next: Learn about the Credit Payment Gateway