Creating and using budgets

A budget is a set amount of credit you can add to an individual customer which they can spend in-store on purchases. This credit converts in a 1:1 ratio to your storefront's selected currency. As my storefront is configured to have GBP as it's currency, this is the unit which will be used in this article.

Budgets are enabled by default and to add a budget to a client you will need to navigate to Admin -> Customers -> Customers and edit the customer you wish to add a budget for.

Then you will need to navigate to the "Budgets" tab as shown in the following screenshot:

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Here you will see a table of all currently active budgets assigned to the customer. If you have not assigned a budget to this customer, or if the customer has used all of their credit, this table will be empty.

To add a budget, you need to click on "Add new record" and then a new record will be created, as seen in the screenshot below.Add_budget.PNG

In order to set the amount you wish to add, you need to edit the "Amount" column to equal the amount that is to be added. Once you have done this, click "Insert" to add this record to the table. For this example, I will be adding a budget of £5.

Note: If you try and insert a budget of £0 then no record will be created.

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You can delete a budget by clicking the "Delete" button in the row of the record you wish to delete.

If you wish to change the amount assigned to a customer, you can do so by using the "Edit" button on the right. This will allow you to edit the record's amount in the same way you created it, with the exception of the "Insert" button being replaced with "Update" as seen in the screenshot below.

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Note: If you increase the amount added and a customer has already spent some of their allocated budget, their new budget will be = (Original amount assigned + amount you increased it by) - amount the customer has spent.

For example, if your Original amount assigned was £5, the amount the customer has spent was £4 and you updated the amount to be £10, meaning you increased it by £5, the new amount would be calculated as (£5 + £5) - £4 = £6.

When the customer you assigned a budget to next adds a product to their basket, they will notice that in their "Cart total" section there will be two new fields, "Your Credit" and "New Credit Balance".

Your Credit displays the current amount of credit assigned to your account, in this example it will be the £5 assigned in the previous step.

New Credit Balance displays the amount of credit you will have left after making this purchase. As I have added £4 worth of products into the basket for this example, this value will be £1.

The screenshot below shows an example of what this will look like.

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Catfish will automatically pay for as much of the order as possible using credit and if the customer does not have enough credit then they will be charged for the remaining costs. For example, if a customer has a £5 budget and they buy a product worth £10, £5 will be paid for with the budget and the customer will have to pay the remaining £5.

If there is nothing left for them to pay after their credit is used then they will skip the "Payment Method" step of the checkout process.

As of the creation of this article, the only way to view a customer's balance is to impersonate them, add a product to their basket and view it through the Your Credit field of the "Cart Total" section. When you navigate to the "Budgets" tab of a customer you will only see the amount which was initially added when the budget was created and when it was created. However, if the budget has been fully spent then it will no longer appear in this table.

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