Set deposit amount

General settings

In YIT Plugins > Account Funds -> Setting you can set the parameters related to customers funds deposit.

  • Minimum deposit amount: you may set a minimum deposit amount. For instance, if you set 10$ as minimum amount, customers will only be allowed to deposit 10$ or higher amounts. Default will appear to 100.
    An tooltip will appear if your users try to add a lower value than expected.
  • Maximum deposit amount: you can set a maximum amount customers will be able to deposit in their virtual wallet. An tooltip will appear if your users try to add a higher value than expected.
    minimum-deposit
  • Amount increments: this allows to let your users increment the deposit amount of a certain unit. If you set 5, for example, they will be able to jump from 100 to 105 to 110 and so on. No option to enter a value in between.
    amount-increments
    increments
  • Use coupon: if you enable this option, your users will be able to apply a coupon code when they purchase credit on your store.
  • Funds product image: you can set an ID image for the “Funds” product
  • Payment method: enter here the payment method allowed to pay for funds. Leave it empty to make available every payment method set up in WooCommerce.payment-method

Customers will be redirected to the Checkout page for payment. The funds will be credited into the user’s account only when the deposit order goes to “Completed” status.

Purchase with funds

Plugin activation implies the automatic addition of “Funds” as available WooCommerce payment methods.

Funds as payment method
Funds as payment method - Checkout page

When the user completes an order paid with funds, it acquires the “Completed” status, unless that order includes the shipping. In this case the status turns into “processing” until a new action is applied by the administrator.

Set a discount for customers who purchase items using in-store funds

It’s also possible to set a discount for customers who intend to purchase items from your store using in-store funds.

Discount

With “Discount Type”  option you can choose the kind of discount you wish you apply, whether a set amount (for instance 5$) or a percentage on the total cart value, specifying it in “Discount Amount”.

In case there is a discount, a message will be displayed in the product pages and in the cart page inviting the customer to use their funds as a payment method to use the discount.

Message

How to manage refunds for deposit

The plugin allows to manage refunds also for deposits made by users.
The refund can be applied both on the deposit order itself and on the order which includes the product purchased by funds.

Shown below, an example to explain better.
Let’s suppose we made a 300$ deposit and, later, two purchases by funds for a total amount of 216.40$. Therefore, the final balance is of 83.60$.

If we go to the order combined to the deposit, we could apply a refund of the same or lower value than user’s current balance that is shown in “Total available to refund” field.

Total available to refund

If we decided to refund an order by funds, the maximum amount will be equivalent to the current user’s credit or to the total amount of the order.
On the contrary, the procedure will be suspended and user will be notified of the error.

Total available to refund

Emails

This plugin allows you to create two custom emails about the customer’s funds movements.

Email

In Deposit funds – email settings you can configure the email that’s going to be automatically sent when the funds in the customer’s balance are about to run out. You can use several different placeholders in order to customize the content of the email and set a minimum amount of funds required for the email to be sent.

User Email

In funds edited – email settings you can customize the email customers will receive when the admin edits the funds (in case of manual refund, for instance).

Admin Email

Edit funds

Admins can manually edit customers’ fund balance. It’s mandatory to enter a reason which will then be displayed by the user in the My Account page.
In order to do this go to “Users” and select “Edit Funds” next to the user you must change the funds for.

Edit funds

Under Users -> User fund log, you will be able to find a column with “Funds edited by”. A list of details, which user has been edited by whom and when.

Report

The admin can also see a report for funds movements that’s exactly like regular orders reports, in the dedicated report section of WooCommerce, in “WooCommerce -> Reports -> Deposits”.

Report

User View

My Account

From the user side, customers can display their balance and a funds top up form from the “My Account” page.

It’s also possible to keep track of all the funds movement in order to have a clear picture of your balance.

Balance

Widgets

By using the available widgets, you can show in the sidebar the user’s current deposit balance and the form used to make a new deposit.

Widgets - User view
Widgets - User view

Shortcodes

“Show User Fund”

It allows to show the current funds balance of user.
Shown below, the complete list of attributes and values that can be assigned:

  • text_align: left,right,center
  • font_weight: 100,200,300,400,500,600,700,800,900

EXAMPLE: [yith_ywf_show_user_fund text_align=”center” font_weight=”700″]

“Show history”

It allows to show the complete user’s transactions history: deposits and new purchases by funds.
Shown below, the complete list of attributes and values that can be assigned:

  • per_page: the amount of elements you wish to display in each page
  • pagination: enable or disable pagination (yes/no)

EXAMPLE: [yith_ywf_show_history per_page=”3″ pagination=”yes”]

“Make a deposi form”

It inserts the form, that user can use to make a deposit, within the page. The shortcode has no parameters.

EXAMPLE: [yith_ywf_make_a_deposit_form]

“Make a deposit small”

It allows to insert a button within the page that user can use to make a deposit for the pre-set amount.
Shown below, the complete list of attributes and values that can be assigned:

  • “text”: text to insert in button
  • “amount”: deposit amount
  • “type”: defines the type of item, such as “button” ,’link” o “url”

For instance, if I wish to display a button that allows customers to make a a 50$ top up, I need to set the shortcode as follows:
[yith_ywf_make_a_deposit_small text=”Deposits $50 on your account!” amount=”50″ type=”button”]

shortcode