How can I add or deduct promotional credits for customers?

Problem Statement

You need to add or deduct promotional credits for a customer. You can do this via the Admin Console or via APIs.

Solution

Via Admin Console

1. Go to the Customers Index page.
2. Find the customer using the search option.
3. Click the Customer ID to open the customer details page.
4. Click Manage Credits (on the right panel).
5. Select Update Promotional Credits > Proceed.
6. Choose Deduct or Add from the dropdown menu.
7. Enter the amount to add or deduct from the current balance.
8. Enter a description (for example, to record the reason).
9. Click Update to complete the action.

Via APIs

Use the Add/Deduct Promotional credits API. Chargebee APIs are supported on multiple language platforms.

Important Notes

• Promotional credits are applied before tax, similar to discounts. Adjustment and Refundable Credits are handled like payments and are applied after tax.
• Promotional credits are automatically applied to the next invoice when available.
• Promotional credits are added at the customer level and apply to all subscriptions under that customer.