How to setup a Prepaid Card

How to setup a Prepaid Card

Simple Setup of Prepaid Card (Pay $100, Get $120 Balance)



Steps:

  1. Accessing the System

    • From the main menu, navigate to Marketing.

    • Click on Membership and then add New.

  2. Setting Up the Offer

    • Enter the offer details: Pay $100, get $120.

    • Choose the validity period (e.g., one year).

    • Input the customer payment amount ($100).

    • Select a color to distinguish the prepaid card.

    • Optionally, choose a complimentary package.

    • Enter the promotional balance the customer will receive ($120).

    • Click Save to create the prepaid card offer.

  3. Assigning the Prepaid Card to a Customer

    • Proceed to the sales screen.

    • Select the customer who wishes to purchase the prepaid card.

    • Choose the membership option created earlier.

    • Select the employee handling the transaction.

    • Complete the checkout process with the customer's payment method.

  4. Activating the Prepaid Card

    • After the transaction, return to the sales screen.

    • Select the customer who purchased the prepaid card.

    • Verify that the wallet balance reflects the $120 promotional balance.


Notes

  • Ensure all details are accurately entered to avoid discrepancies in the prepaid card offer.

  • Double-check the customer's payment amount and the promotional balance to prevent errors in activation.

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