Managing and Selling Prepaid Balances

The prepaid functionality allows you to update individual customer balances manually or package prepaid credits as discounted products to drive upfront revenue. This lesson covers navigating the prepaid dashboard, creating promotional balance packages in your store, and setting up automated confirmation emails.

Key Takeaways

• Prepaid Balance & Transaction Tracking: The main prepaid screen splits into two primary views:

  • Balances: A complete directory showing every customer and their current prepaid total, which can be sorted to easily find your highest-balance users.

  • Transactions: A running historical log tracking every individual top-up event.

• Manual Balance Adjustments: You can manually add funds to any customer's account instantly. When injecting a balance, you must select the specific contact, choose the corresponding business profile, and input the top-up amount strictly in cents (e.g., entering 1000 cents to add €10).

• Incentivizing Top-Ups with Store Products: To encourage customers to load money onto their accounts, you can sell prepaid values at a discount within your internal store (e.g., offering a €10 balance package for only €8). When creating these under Products > Prepaid, specify both the amount payable by the customer and the actual amount receivable on their account in cents.

• Tailoring Order Confirmations: By default, prepaid purchases trigger your standard system order confirmation template. Because this template is typically shared with gift card purchases, it is highly recommended to duplicate the email first, rename it to "Prepaid order confirmation," and switch its transactional references.

• Using Dynamic Prepaid Tags: When customizing your prepaid notification email, remove gift card-specific blocks (like card hashes, expiration dates, or check-balance buttons). Replace them using the template Tags menu:

  • Use the prepaid transaction Formatted amount tag to show the value of their recent purchase.

  • Use the contact Prepaid balance tag to display their updated, aggregate account balance.

• The Customer Checkout Experience: Once published, these packages populate seamlessly inside the client-facing Contacts Portal. Logged-in guests can review the offer details (e.g., "Pay €8, Receive €10") and click through to an integrated Mollie or Stripe checkout to instantly update their account balance.

Dashboard Checklist

1. Navigate to Store > Prepaid to review current customer balances or manually add funds via the Add transaction button.

2. Head to Internal store > Products > Prepaid in the left menu and click Create to build a new balance package.

3. Input the title, marketing description, amount payable, and amount receivable in cents, then click Submit.

4. Click on the automated email setting, duplicate the default template, and adjust the email name, subject line, and copy to strip out gift card terminology.

5. Use the Tags tool to paste in the dynamic fields for the purchase transaction value and the user's total lifetime balance.

6. Hit Save and Publish on your updated email framework to set the automated messaging live.