Allocating credits to clients paying themselves


I have a question on allocating credits and customers paying themselves and I'm wondering if someone can let me know if I've missed something or if this is a limitation of the system?

We offer our clients a fixed setup fee that includes account setup, template design and an initial allocation of credits. We would then like them to be able to buy more when these initial ones run out. The only way we can do this now is to set the customer account to "I'll pay on their behalf", allocate their initial credits and when these run out we have to purchase more for them, allocate to them and to go through the rigmarole of billing them.

This is because even if we allocate credits to them as soon as we switch their account to "they'll pay" the allocated credits are removed and we have no option of allocating more to them.

From my understanding you can't allocate credits to a client paying themselves, both in this case and others. If this is correct can I please put a BIG vote in for a way that would allow us to do this?


roshodgekiss roshodgekiss, 6 years ago

At present, you can only allocate email credits to clients that you have elected to pay for, I'm sorry to say. I'll certainly add your vote internally to have this extended to clients who are paying for themselves. Thank you so much for your feedback!

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RobinYoungblood RobinYoungblood, 5 years ago

Has this issue been resolved? Recently I changed over a client from allocation to Send Themselves and they lost all their credits. That isn't right, because I used their own credit card to pay for credits which I immediately allocated. BIG problem.

roshodgekiss roshodgekiss, 5 years ago

Hi RobinYoungblood, we haven't changed our billing structure since our previous post, I'm sorry to say. If you could kindly contact our support team with your account details as well as those of your client, we'll do our best to ensure your client isn't short-changed for their credit purchase.

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