Preliminary notes and deposit logo

As soon as the plugin is activated, a product will be automatically created and available with the name YITH Deposit in your Products as private.

Please, make sure you never remove this product, otherwise, the plugin will not work.

Here in the product settings, you can set up this product image: it will be the image displayed in My Account section whenever a user wants to make a deposit.

Set deposit amount

Please note that if you are using a billing plugin, it will probably generate invoices for every order, including deposit. Deposits are net and VAT free, therefore no invoice should be issued for these orders.
YITH WooCommerce PDF Invoices and Shipping List has been already tested with YITH WooCommerce Account Funds and necessary compatibility fixes have been applied, so that no invoice is generated for deposit-orders.

Let’s start with the settings. Go to YITH > Account Funds > Settings: you will find two sections here, one about the Charging account and the other one about Using funds.

Charging account settings

  • Minimum deposit amount: you may set a minimum deposit amount. For instance, if you set 10$ as a minimum amount, customers will only be allowed to deposit 10$ or higher amounts. The default will show 100.
    A tooltip will appear if your users try to add a lower value than expected.
  • Maximum deposit amount: you can set a maximum amount that customers will be able to deposit in their virtual wallet. A 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 specific 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.

    increments

  • Use coupon: if you enable this option, your users will be able to apply coupon code when they purchase credit on your store.
  • Payment method: enter here the payment method allowed to pay for funds. Leave it empty to make every payment method set up in WooCommerce available.

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 turns into the status “Completed”.

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

Using funds settings

In this section in YITH > Account Funds > Settings, you will be able to set up the options related to discounts on deposits and partial payments.

It is possible, in fact, to set a discount for customers who intend to purchase items from your store using in-store funds.

First of all, make sure to enable the discount feature by toggling the Enable discount option to ON.

Then, choose the type of discount you want to apply (Discount Type option). It can either be a fixed-price amount (for instance $5) or a percentage of the total cart value.

Make sure you enter the amount in the next option Discount amount.

Whenever a discount is available, a message will be displayed on the product pages and in the cart: this will invite customers to choose their account funds as a payment method and get a discount in return.

Message

Purchase with funds

As soon as you activate the plugin, a new payment method called Funds will be made available among the WooCommerce payment gateways.

Funds as payment method - Checkout page
When the user completes an order paid with funds, the order goes to the “Completed” status, unless it includes the shipping. In this case, the status goes to “processing” and will require the administrator to take some action.

Purchase partially with funds

Whenever the credit is not enough to cover the whole order amount, you can let customers pay the order partially with their funds and partially with any another payment gateway available.

To do so, you’ll have to ‘enable partial payments‘ from YITH > Account Funds > Settings > Users funds settings.

So, if the customer’s funds are not enough, they will first be able to choose ‘Funds’ in the checkout and click on ‘Use your funds’ to use them on the current order.

checkout page funds

Then, they will be able to see a dedicated line in the order summary and see the order total reduced.

They will have to choose the payment gateway for the remaining amount and complete the checkout process.

after funds checkout

Refunds

1. Refunds for deposits

The plugin allows managing 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.

The refund must have a minor/identical value in relation to the deposit order one and minor/identical in relation to the current credit of the user.

Shown below, an example to explain better.
Let’s suppose we made a 300$ deposit and, later, two purchases with 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 the user’s current balance 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 credit of the user or to the total amount of the order.
On the contrary, the procedure will be suspended and the user will be notified of the error.

Total available to refund

2. Refunds of payments partially paid with funds

If your users’ funds are not enough to pay for an order, they can make a mixed payment and pay the order partially with their funds and partially using another gateway made available in your WooCommerce store.

For orders like this, though, refunds can also be issued, but the automatic issuing of the refund is not available. Mixed payment orders can only be refunded manually.

You can either choose to refund the entire amount or part of it to the customer’s funds using the box available on the right sidebar:

For the remaining amount that you want to refund through the other gateway used (e.g. PayPal or credit card), you have to open the gateway account, look for the transaction and refund it from there.

Emails

In the Email settings tab, you will be able to configure two emails that are sent through this plugin.

1. Deposit funds

In the Deposit tab, you can configure the email that’s 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.

Email settings deposit

User Email

2. Funds edited

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

3. Vendor redeem

This tab is only available if you are also using YITH Multi Vendor (premium version).

The email will be sent to the admin when one or more vendors redeem funds. For more details about this feature, please, refer to the integration with YITH Multi Vendor on this page.

Edit funds

Admins can manually edit customers’ fund balance. When doing so, it’s mandatory to enter a reason which will be displayed to the user in My Account page.
To do so, go to YITH > Account Funds > Users’ funds and select View logs next to the user name.

Here you can update the total funds and enter a Description. You will also be able to see a list of all funds added and/or removed, in the section below User logs.

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”.

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