Gift Card Limits

[JohnS]

Emre,

I have setup a loyalty bonus for customer accounts (% credit based on spend), but how can we stop an account going into debit? We need a way to deactivate the Customer Accounts payment button if Payment Amount is higher than Customer Balance.

As with all Gift Cards, they cannot spend more than whats on the card, so how can this be enforced. Keeping in mind that we would run both credit only accounts (Gift Cards), and debit accounts for business customers who would pay monthly.

[emre]

There is a setting on Account Types called "Rules". Setting it as Credit or Debit for the related account should do it. There is a naming issue there so I can't remember which one should be selected. As you test them I can fix these issues.

Also it is possible to create specific credit limits for customer cards. To make it work.
1. Change customer account type rule to Credit.
2. Create a custom field for Customer Entity type and name it as "Credit Limit"
3. Enter the limit amount to Customer Card.

Unfortunately these features are not properly tested yet. I hope it works as expected

[JohnS]

Tried every variant and still not working.

[emre]

Hmm. I've tested it again and it seems working fine to me. Or at least it does what I expected. We assume that gift card account connected to a payment method. Set gift card account type rule as "Credit" and you won't be able to use it as a payment type if it gets credited as a result.

[JohnS]

I'm using the default customer accounts.
Set to Credit with a (10.00) balance
Make a 12.00 sale and the account shows 2.00

[emre]

Are you using fast payment buttons or the payment screen?

[JohnS]

You guessed it Fast payment button.

If I use the payment screen it works 100%

[JohnS]

Emre,

So the way I have setup the loyalty is, that we credit the customers account by a % of the total sale for every non account purchase. We don't want to apply the loyalty for the customer using their account.

So can we have PaymentTypeName also included in Before Ticket Closing & Ticket Closing Rules please so we can exclude/include the loyalty for certain type of payments.

[emre]

Handling "Payment Processed" event might be an alternative.

[JohnS]

I tried that, but when you make a part payment with cash and account funds it created a credit on the ticket which couldn't be closed. I need to add the loyalty after ticket has been closed.

[JohnS]

I can use Custom Constraints to solve this