How It Works
You allocate credits to clients from your pool:- Set monthly allocation
- Add one-time credits
- Track usage
- Monitor consumption
Credit Types
Monthly Allocation
- Recurring credits each month
- Resets on billing date
- Automatic allocation
One-Time Credits
- Manual addition
- Doesn’t reset
- For special projects
Viewing Client Credits
- Open CRM
- Select client
- Go to Credits tab
- See usage and allocation
Credit Information
| Field | Description |
|---|---|
| Monthly | Recurring allocation |
| Used | Credits consumed |
| Remaining | Available credits |
| Reset Date | When credits refresh |
Allocation History
Track all credit changes:- Date of allocation
- Amount added
- Type (monthly/one-time)
Tips
- Monitor usage patterns
- Adjust allocations as needed
- Use for pricing tiers
- Track for billing