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Customer Credit Magento Extension v2.7.0

Let customers pay for any goods or services using the funds of internal credit account, let them refill credit balance with Recharge Codes or replenish customer accounts on your own to make shopping again!
Magento Editions Compatibility
Magento CE 1.4.x, 1.5.x, 1.6.x, 1.7.x, 1.8.x, 1.9.x
Magento EE 1.8.x - 1.14.x

License Type: Single owner and usage, 1 License works with 1 Magento setup
$149 00

One license allows to use the extension with one Magento Community setup

One license allows to use the extension with one Magento Enterprise setup

One license allows to use the extension with one Magento Professional setup

Please provide FTP/SSH and Magento Admin access details.

* Required Fields

$149 00
Customer Credit Magento Extension

Details

Customer Credit Magento extension raises Magento based stores to a higher level of e-commerce business giving customers a pleasurable possibility to make “free of charge” purchases using money available in the account. The extension can also help to attract additional customer audience with the help of prepaid debit cards which can be automatically generated by a store admin or a sales manager. All operations and payment activity using Internal Credit balance are being logged for a customer and a store manager convenience.

Customer Credit operates as one of Magento payment methods, i.e. “Purchase Order” or “Check/Money order” etc. Customer Internal Credit balance is rechargeable. Money can be loaded either by admin or by store account owner using “Recharge Code”. However, admin has extended functionality for managing customers. He can replenish or charge customer balance and every operation can be additionally commented. On multi website Magento stores admin can manage customer balance independently for each website regardless of different currencies.

Customer Credit extension allows funds to be transferred to the customer’s internal balance in an instant manner instead of periodic need to create discount coupons. Auto generation of a large amount of predefined Recharge Codes significantly simplifies the gift certificates/debit cards creation process.

Recently Added Features

  • Ability to specify a minimal order amount which cannot be covered by internal credits
  • Internal credits exchange rate
  • Ability for customers to use custom amount of credits during the checkout
  • Ability to customize email templates directly in the back-end
  • Multi-address checkout support
  • Ability to keep order grand total unchanged when using internal credits
  • Ability to sync store balances and internal credits (Magento EE only)
  • Ability to add CC to email notifications
  • Ability to assign templates to email notifications

All Features

Internal Credits
  • Ability to pay for the products and services using customer internal Credit Balance
  • Adds Internal Credit payment method
  • Ability to purchase internal credits (you can sell internal credits as standard products)
  • Ability to invoice orders paid by internal credits automatically (you can complete the orders fully paid by credits automatically)
  • Ability to choose Internal Credits when creating orders manually from Magento back-end
  • Ability to edit orders paid with credits
  • Credit Balance activity is being logged for customer and admin future reference (these logs are displayed in a customer's area and in the back-end when viewing a customer)
  • Ability to display "Credit Balance" column in customers grid in the back-end
  • Ability to send email notification to customer when admin changes internal balance
  • Ability to specify email addresses to receive a copy of update balance email (you can control when customers' balances are changed by your staff)
  • Notifications templates can be easily edited in the back-end
  • Ability to import / export customers' credits via CSV (using Dataflow Profiles)
  • Admin can add or deduct internal credit funds right under Internal Credit tab in the Customer Information section
  • Ability to select checkout attributes the credits should be applied to (Subtotal, Shipping & Handling, Tax)
  • Auto credit refund if an order is canceled or refunded (in case a customer pays with credit)
  • Ability to return credits instead of funds in case of offline refund
  • Ability to show a static block in "My Credit" section of a customer's area
  • Ability to allow using the internal credit functionality for specific customer groups (you can select customer groups, which will see the internal credit functionality at your site)
  • Ability to limit staff permissions to "Internal Credit" section of customers (you can forbid specific staff roles to update customers' balances)
  • Ability to apply credits right from the cart page
  • Credit block in cart is developed the way of minimal conflicts with custom templates/themes and extensions
  • Ability to specify exchange rate for internal credit - base currency (You can set up so that 1 credit will be equal to 2 your base currency)
  • Ability to specify a minimal order amount which cannot be covered by internal credits (you can specify a minimal sum which customers should pay using other payment methods but the internal credits)
Recharge Codes
  • Ability to refill customer internal Credit Balance using pregenerated Recharge Codes for future purchases
  • Recharge Codes generation simplifies the process of the gift certificates/debit cards mapping
  • All Recharge Codes activity (codes expiration dates, codes usage) is stored and can be accessed via Recharge Codes section
  • Ability to export/import recharge codes via CSV
  • You can download a sample CSV file to see how it should be created before importing codes
Partial Payments
  • Ability to use credits with other payment methods
  • Partial payment will be automatically activated during the checkout when a customer doesn't have enough credits
Share Credits
  • Customers can share the internal credits with their friends
  • Customers can create the credit codes for specific values of internal credits
  • Customers can see when the each code was used
  • All the actions with customers' codes are logged in the credit report in the back-end
Credit Rules
  • Ability to create rules for automatic credits addition to customers' balances based on specific conditions:
    • Customer attributes:
      * Orders amount history (You can reward your customers when they get certain purchased amount (overall orders numbers)
      * Registration date (You can reward every new customer)
      * Birthday (Special occasion feature: you can reward your customers with internal credits on their birthdays)
    • Product attributes (SKU, name, price and many more. Now you can give credits for purchasing only specific products. For example, if you want to give credits for purchasing only couple of products, you can create a rule with condition by SKU, write a message on your product page ("Buy this and get 100 credits") and motivate your customers to buy these products.)
    • Customer Actions (you can reward your customers with credits for specific actions like:
      * Product Review
      * Product Tag
      * Signup for a Newsletter
      * Facebook Like
      * Place First Order (now it's possible to reward customers for placing the first order)
    • Moreover, you can specify the amount of reviews, tags and Likes your customers should achieve to get credits
  • Ability to mark a credit rule as one-time. It means that the rule will be applied only once for a current customer
  • Qty dependent rules (if you create a rule to reward your customers with credits for purchasing a specific product, then bonus credits can be multiplied to the ordered quantity of these products. Example: you create a rule to give 100 for purchase a mobile phone. If a customer purchases 3 mobile phones, he will get 300 credits. This setting can be enabled or disables)
  • Ability to create rules to give a % of an order total (Example: you can create a rule to reward your customers with 10% from an order's grand total if he purchases for $1000+)
  • Ability to create rules to apply credits for specific products only (Example: you can allow to purchase specific products only using credits. The credits will be applied only to these products)
Credits Expiration
  • Ability to enable functionality to expire customers' credits
  • Ability to specify a default period in days for using credits (this range specifies how long customers can use their internal credits before they get expired)
  • Ability to update or keep unchanged current customers' balances if the default expiration setting is changed (this setting affects current customers' balances in case admin changes the default expiration period. If this setting is enabled, all customers' balances will be updated accordingly if the default period is changed)
  • Ability to specify period in days customers will be notified before their credits will be expired
  • Ability to adjust expiration date for each customer separately
Credit Reports
  • Reports logs every action with credits at the site and displays it in the back-end
  • Every change in the reports displays a balance on the time of this change
  • Admin will see how much exactly was deducted/added
  • Echange rate is logged for every balance change
  • Report is updated instantly
  • Every action goes along with comments so that you will always know the details about every record
  • Staff name is logged for every manual change of internal balances
  • Report displays the total amount of credits in the system
  • Report displays the total amount of used credits
  • Report displays number of customers with active credits and the percentage from the total number of customers at your site
  • Reports can be exported to CSV or Excel with all the details
  • You can see a staff name who modified customers' balances
Email Notifications
  • Email templates can be edited directly in the back-end
  • You can enable/disable email notifications sent once a customer's balance is changed
  • You can add CC to balance change email notifications (now it's easy to be instantly notified if your staff changes customers balances)
  • It's possible to assign any email template to all possible email notifications directly in the back-end (you can choose a custom email template if necessary now)
Support for SOAP API
  • It's possible to get, set, increase or decrease the customer's balance via Magento SOAP API
  • Ability to generate recharge codes using Magento API
  • Support Magento SOAP API v2
Other Features
  • Ability to sync store balances and internal credits (Magento EE only)
  • Multi websites support
  • Full support of Paypal Website Payments Standard, Website Payments Pro, Express Checkout
  • Supports checkout with multiple addresses (multi-shipping checkout)
  • Supports Compilation Mode
  • Compatible with Extended Orders extension (you can display "Internal Balance" column in orders grid to see the amount of used credits for every order)
  • Compatible with SagePay payment method
  • Compatible with One Step Checkout by Idev (by request - drop us a line)
  • Compatible with One Step Sheckout by Apptha (by request - drop us a line)
  • Compatible with Webtex Gift Card
  • 100% Open Source

Also Includes

  • Free extension updates
  • Free life time support

User Guide

You can look through extension User Guide here.

Live Demo

Frontend: customer-extensions.magentoext.com
Admin: customer-extensions.magentoext.com/admin (Please select "Customer Credit" in the list of available extensions)

Live Examples

www.ultimabooks.it

Support

If you have any questions, contact our Support Department and our team will get back to you shortly.

v2.7.0 works perfectly
Review by Samuel Ger 9/15/14

I'm using their v2.7.0 on Magento 1.14. It works just great. The feature to sync Magento default credits with internal credits added by their extension just awesome! The support is fantastic. They developed a new setting for me within 2 days and added it to the default package.

5 of 5 starts only!

Another happy user
Review by Linda M. 7/27/14

Have been using this module in my store for 4 months and already can boast by having great results in customer retention.

The amount of return customers raised by appox. 15%, which is the BEST result I had since my store opening. That coudn't be achieved without this great product!

Great software! Well-done, MageWorx Team!!!

P.S. And I hope that you will turn your ear to users requests (see above) and make your product even better!

Lack of functionality
Review by Michael 5/27/14

I hoped this extension had the feature to reward customers for invites. There is no such feature yet :( Their support was fixing a conflict with other extension within 1.5 day... I'm grateful they did this free of charge but I would appreciate if it would be faster.

Any way, you will get a nice extension with reliable support.

Waited for this extension for a while
Review by Christopher Su. 5/27/14

I was so excited when I finally the extension that suits all my needs. I was looking for the ability to customers to enter custom amount of credits during the checkout and bingo - they have this feature!!!

Amazing module with great features.

Great solution but could be better
Review by Hans 5/17/14

Installed this extension on my Magento 1.8. It works great and gives everything written on this page. I started to refund my orders to internal credits instead of online refunds. This keeps the funds and increase loyalty.
However, I need a feature to specify a rate for credit-base currency, because my needs require to setup not just 1 credit= 1 currency rate. That's why only 4 stars. Everything else including the support was amazing.

They promised to update their extension soon. Waiting...

Awesome extension with even better support
Review by Gary Br. 5/15/14

Their extension is much-much better than alternatives available on the market. This is my 3rd store-credit extension. Finally, I found the one I will keep on my site. This extension works perfectly. I had some issues with my custom theme and one custom payment method. Mageowks fixed all my problems rather fast (5-6 hours).

THANK YOU!!! Brilliant extension.

Great product
Review by Chris 3/11/14

Product works as expected. Had a minor issue but thanks to prompt customer service resolved it right away.

Best ever!
Review by Adi 9/22/13

These guys are the best at support and product is great! Even suggested an improvement, and they said its now in the pipeline! :) Can't go wrong with Mageworx!

good service
Review by anne 1/28/13

We purchased the extension one month ago , and we recently found it conflict with another 3rd party extension, I contacted MageWorx Support Team, they help us slove the problem at once .
Wonderful service!

Awesome support for integration and lacks only Permission Support
Review by Kwoolf 9/6/12

Works great but lacks support for permissions in User Roles. This is sorely needed improvement!

Hope it gets implemented!

Excellent extension and great support!
Review by Richard 4/13/12

We recently purchased the extension and it works very well indeed. Not only does it offer a great credit account system, but you can also use it as a reward system as well which appeals to us.

When we installed the extension there was a minor conflict with another 3rd party extension. We emailed Mageworx and they fixed the problem within 24 hours. Brilliant customer service.

Would highly recommend.

Great Support & Extension
Review by Nick 3/21/12

I installed this extension after installing a one step checkout cart and proceeded to have a problem checking out with internal credit. I contacted support and the response was almost instant. They then began to troubleshoot and create a fix the next day. Great extensions and support I will definitely buy my extensions here again.

Very Good Product
Review by Fawzi 3/10/12

It is simple to install, simple to configure, simple to use and very useful!
We can now give credit when we create credit memos. It will be the primary usage.
Because managing coupon codes to refund customers is more complicated.
It can be also used as as a promotion tool. A clever tool, sure.
It just needs some translations!

Great Extension & Amazing Support
Review by Mick P 3/1/12

We installed this extension to our site that has a theme installed. We were having issues with getting the Credit Extension to appear in My Account (Due to our inexperience more than the extension!). We contact support and they logged in and fixed the issue really quickly. We have used a few extension, but the support from Mageworx is by far the quickest.

Mick

Great Product, Fantastic Service
Review by Simon Rowland 2/9/12

Two things ... 1) the product is great, does just what you need it to, with sensible defaults and the source is nice and tidy. It just works.

But more importantly to me, 2) the team at MageWorx are unbelievably helpful. I am developing a module that interacts with customer credits programatically and they helped me out with some source code without hesitation. If that isn't over and above, I don't know what is. Thanks MageWorx, you made my week :).

I am a very very happy customer, and would always look to MageWorx first to see if they have a module I need.

Thanks, Simon!

Great
Review by CHIARA 1/2/12

Hi Guys, I'm very happy to use this extension, no setup, no trouble to install! It is great., Thank you very Much, have a great new year ;-)

Great product
Review by Michele 11/24/11

Our store get more and more orders thanks to this extension. Very brilliant and works fine.

Excellent so far
Review by wsopko 8/19/11

This extension is working great so far. I ran into a few problems (some related to other extensions I'm using), but the support has been great. Quick responses, and great customer service.

Great Support
Review by jack 8/2/11

Gret product but more importantly Great support. contacted them a few times and gor response and help I needed. thanks

Works Great so far
Review by Michael 6/23/11

I installed Customer Credit with no difficulty; after more than a few refreshes and cache flushing, it popped up and I could not believe my eyes. It does all I need except one little thing which could become a big issue as my company grows but I am sure Mageworx team should be able to help me out by then :)
Thanks for your awesome weekend support but I hope you will work on getting rid of 2CO. They suck.

Michael

10 years +
Review by Michael 6/8/11

I have been waiting for an affordable version of this product for over 10 years!, no kidding. I am so excited.

Awesome Product - More Awesome Service
Review by Vinay 5/5/11

This has been one of the few delights i have had in purchasing a software component and also getting such amazing service.

Not only did i get a discount on their facebook page - but when i had a issue with my custom template - i was helped right away and the problem fixed within minutes.

cant get better than this - will be buying more extensions.

Great Job - Keep it up !

Nice product & prompt support
Review by Victor 11/24/10

Product works well and support is very fast.
All my inquiries were replied within 15 minutes.

Thanks!

1.1 Works Great!
Review by Alex 10/25/10

I did have a few small hiccups during the installation but i think this was because of my heavily modified magento installation. Their support was very quick to help me out even though it was a Sunday night. They actually changed some of their files to support our modified Magento installation. The code is very well written and uses div tags on everything as apposed to tables like most extension which made it very easy to style it for our site's look and feel.
As the guy above me said it should be included with default Magento installation. Keep up the good work!

Great Product
Review by amax2222 10/4/10

This should be included with every Magento installation, a very necessary extension.

Great product with speedy support. Thank you!

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Changelog

  • Legend:
  • New Feature
  • Bug Fix
  • Version: 2.6.3 (09/03/2014)
  • Ability to specify a minimal order amount which cannot be covered by internal credits
  • Bug fixes
  • Version: 2.6.3 (07/09/2014)
  • Magento 1.9 compatibility issues
  • Minor bug fixes
  • Version: 2.6.2 (06/25/2014)
  • Ability to adjust an expiration date per customer
  • Fix for credit calculation during the multi-address checkout
  • Role Permission issue is resolved now
  • Minor bug fixes
  • Version: 2.6.0 (05/19/2014)
  • Internal credits exchange rate
  • Ability for customers to use custom amount of credits during the checkout
  • Ability to customize email templates directly in the back-end
  • Multi-address checkout support
  • Ability to keep order grand total unchanged when using internal credits
  • Ability to sync store balances and internal credits (Magento EE only)
  • Ability to add CC to email notifications
  • Ability to assign templates to email notifications
  • Code refactoring
  • Bug fixes
  • Version: 2.5.3 (03/20/2014)
  • New column to display current customer balance is added to the credits report
  • Issue with the internal credits tab if https in customer account is enabled
  • Redirect to the login page from the internal credit tab if customer's session is expired
  • Issue with credit rules if guest proceeds to checkout
  • Minor bug fixes
  • Version: 2.5.1 (01/17/2014)
  • Credits logs are improved (the actions done via import and Magento API are marked accordingly)
  • New column "Created At" is added to the credit rules
  • The issues with sending out expired credits emails are fixed
  • The issue with credits calculation is resolved
  • Format of credits in emails is fixed
  • Minor bug fixes
  • Version: 2.4.2 (12/26/2013)
  • Installation issue is resolved
  • Website issue on customers grid is resolved
  • Version: 2.4.1 (12/20/2013)
  • New credit rule condition added. Now it's possible to create rules to give credits for the first order
  • Minor bug fixes
  • Version: 2.3.1
  • Ability to export recharge codes
  • Version: 2.3.0
  • Expire credits functionality
  • Staff name in credits reports
  • Ability to create credit rules of % type (% from order's total will be added to customer's account)
  • Ability to import recharge codes
  • Improved credit block behavior at cart page (less conflicts with custom themes)
  • Support for Magento API SOAP v2
  • Bug fixes
  • Version: 2.2.4
  • Important fix for invoice calculations with taxes being enabled.
  • Version: 2.2.3
  • Bug fixes
  • Version: 2.2.2
  • Major issue when changing currencies
  • Version: 2.2.1
  • Compatibility with Paypal Direct
  • Version: 2.2.0
  • Qty dependent rules
  • Version: 2.1.0
  • Ability to generate recharge codes using Magento API
  • Ability to export credit reports to CSV, Excel
  • Ability to limit staff permissions to "Internal Credit" section of customers
  • Ability to specify emails to receive copy of update balance email
  • Ability to import a separate CSV file to update internal balances only
  • Ability to create credit rules to give credits for customers' birthdays
  • Version: 2.0.4
  • API fixed
  • Version: 2.0.3
  • API issue resolved
  • The issue with "Internal Credits" tab in the back-end
  • Version: 2.0.1
  • The issue with combinations of conditions is resolved
  • Version: 2.0.0
  • Credit Reports (track all activities with credits at your site)
  • Share credits functionality (customers can share their credits with friends)
  • Ability to apply the internal credits to specific products only (you can allow using the internal credits to purchase specific products only)
  • Ability to allow using the internal credit functionality for specific customer groups (you can select customer groups, which will see the internal credit functionality at your site)
  • Support of Magento SOAP API (you can update or set a customer's balance via API)
  • Bug fixes
  • Version: 1.9.8 - 1.9.9
  • The issues with using internal credits to purchase virtual products resolved
  • Compatibility issue with SagePay resolved
  • Version: 1.9.7
  • Minor the issues with Paypal resolved
  • Version: 1.9.6
  • Improved mechanism for calculations of order's totals
  • The issue of the case when internal credit is the only available payment method resolved
  • Code optimization
  • Version: 1.9.5
  • The setting "Invoice Order Paid by Credit" added.
  • Version: 1.9.4
  • Partial payment via Paypal issue resolved
  • Magento 1.4 issue resolved
  • Version: 1.9.2
  • Ability to limit credits per websites
  • Minor bug fixes
  • Version: 1.8.1
  • The issue with refunds in Magento 1.7.x
  • Version: 1.8.0
  • "Hide Customer Credit on the Front-end until First Use" option
  • "Display "My Credit" Link in Top Menu" option
  • Checkout issues on Magento 1.4.0.x-1.4.1.x
  • Minor bug fixes for Authorize.net
  • Version: 1.7.9
  • Invoice button was missing in a customer area
  • Internal credits payment method was not shown in invoices
  • "Internal credits = 0" was in the orders paid not using internal credits
  • Version: 1.7.8
  • Tax calculation paid by internal credits improved
  • Version: 1.7.6 - 1.7.7
  • Compatibility with Magento 1.7.x
  • Improved behavior of partial usage of credits
  • Minor bug fixes
  • Version: 1.7.5
  • The issue with payment methods during the checkout
  • Version: 1.7.4
  • The issue with editing orders paid using internal credits.
  • Improved sorting order in payment methods on the checkout.
  • Version: 1.7.3
  • The issue with currency switching on the front-end, which caused 500 server error.
  • Improvements for multi-websites support.
  • Version: 1.7.2
  • Improvements for refund process if an order is 100% paid using internal credits
  • Version: 1.7.1
  • The issue when internal balance is the only one payment method available during the checkout
  • Version: 1.7.0
  • The setting "Enable Credit Columns in "Order View" Tabs" is added
  • "Credit" column is added in invoices and credit memos grid (do not support Magento 1.4.0.1)
  • Version: 1.6.0
  • Verification of amount of refunded credits
  • Orders paid by credits are invoiced automatically
  • "Recharge" link is hidden when recharge codes are disabled
  • The issue with "Zero Subtotal Checkout" payment method
  • The issue with incorrect amount of "Refunded Online" and "Refunded Offline"
  • The issue with possibility to pay using credits for Credit Units product
  • The errors are removed from Magento logs
  • Version: 1.5.1
  • The issues with order refund.
  • Version: 1.5.0
  • Support of Paypal Direct
  • The issue with time zones of dates in credits logs.
  • Version: 1.4.1
  • Minor bug fixes
  • Version: 1.4.0
  • Ability to purchase internal credits using other payment methods
  • Ability to select checkout attributes, the credits should be applied to (Subtotal, Shipping & Handling, Tax)
  • Ability to send email notification to customer when admin changes internal balance
  • Ability to display "Credit Balance" column in customers grid in the back-end
  • Ability to return credits instead of funds in case of offline refund
  • Ability to mark a credit rule as a one-time. It means that the rule will be applied only once for the current customer
  • Support of multiple addresses checkout
  • Ability to show a static block in "My Credit" section of a customer's area
  • Support of Paypal Standard, Express
  • Improved design of a customer's account
  • Support of Compilation Mode
  • Support of orders edition, which used credits
  • Many bug fixes
  • Version: 1.3.0
  • Ability to Import/Export credits
  • Magento 1.6.x compatibility issues
  • Version: 1.2.0
  • Auto credit refund if an order is canceled or refunded (in case a customer pays with credit)
  • Product attributes in conditions for automatic addition of credits
  • Version: 1.1.4
  • Orders were not returned in case of order cancellation.
  • Version: 1.1.3
  • Payment methods were shown incorrectly in case of partial payments
  • Version: 1.1.2
  • Minor bug fixes
  • Version: 1.1.1
  • Compatibility with Magento 1.5
  • Credits were not returned in case of manual credit memo action
  • Version: 1.1.0
  • Ability to use credits with other payment methods
  • Ability to create rules for automatic credits addition to customers balances based on specific conditions
  • Ability to choose Internal Credits when creating orders manually from Magento back-end
  • Version: 1.0.0
  • Initial release
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