You can top up a client's balance manually at any time from their profile, or give them a credit limit so they can keep sending even when their balance runs low.
Go to Profiles → Clients.
Click on the client's name.
Open the Payments tab.
Click Create in the Payments block.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Amount |
The amount to add to the client's balance |
|
Status |
Check Paid if the payment has already been received |
|
Payment type (optional) |
The payment method used (e.g. Bitcoin) |
|
Pay date (optional) |
The date of the payment |
|
Invoice (optional) |
Link this payment to an existing invoice period |
|
Comments (optional) |
Internal notes for this payment |
Click Create.
|
ⓘ You can also reach the payment form directly from the client list – click the payment icon in the Actions column next to the client you need, without opening their profile first. |
The payment will appear in the client's payment history, and their balance will be updated immediately.
How to Set Up a Credit for a Client
Credit lets a client keep sending SMS even when their balance reaches zero. There are two types: a permanent credit that's always available, and a temporary overdraw for urgent situations.
Go to Profiles → Clients.
In the Actions column, click the edit icon next to the client.
In the window that opens, find the credit fields:
|
Field |
Description |
|
Allow credit |
Permanent credit amount the client can use when their balance is zero |
|
Allow overdraw (temporary credit) |
Additional temporary amount on top of the permanent credit for urgent needs |
Click Save.
Once set, the client can send SMS using credit funds until they top up their balance.
