Credits

Credits in Mantle provide flexible ways to compensate customers or encourage app usage. Whether you’re offering app-specific credits or usage-based credits, Mantle makes it easy to manage and track these value-adds for your customers.

Understanding credits

Mantle offers two types of credits:

• App credits: Applied against subscription charges, useful for refunds or customer retention
• Usage credits: Applied against usage-based charges, perfect for trials or compensating for service issues

Each type serves different purposes and can be strategically used to enhance customer satisfaction and loyalty.

App credits

App credits provide a way to credit customers for subscription charges. Unlike usage credits which apply to metered billing, app credits work directly with subscription fees. They’re ideal for:

• Providing partial refunds
• Compensating for service interruptions
• Offering goodwill credits for customer retention
• Creating promotional incentives
• Managing billing adjustments

Creating app credits

To issue an app credit:

1. Navigate to the customer’s profile
2. Find the App credits section in the customer details
3. Click Issue credits next to where it shows the current credits amount
4. Select the app from the dropdown menu
5. Choose the currency and enter the credit amount
6. Add a note explaining the reason for the credit (this will only be visible to you and Shopify support)

7. Click Issue app credits to apply the credit

The credit will automatically apply to the customer’s next app charges.

Usage credits

Usage credits offset future usage charges and can create flexible trial or promotional periods. They’re particularly effective for:

• Running limited-time trials of usage features
• Compensating customers for service issues
• Creating promotional periods for usage-based features
• Testing new usage-based pricing models
• Providing credit against future usage charges

Creating usage credits

To issue a usage credit:

1. Navigate to Discounts → Usage credits
2. Click Add usage credit
3. Configure the credit settings:

Best practices

When managing credits in Mantle:

• Clear documentation: Always include notes explaining why credits were issued
• Strategic timing: Consider billing cycles when issuing credits
• Consistent policies: Develop standard guidelines for when to offer credits
• Monitor usage: Track how credits are being used to inform future credit strategies
• Communication: Keep customers informed about their credit balances and expiration dates

Remember: Credits can be powerful tools for customer satisfaction and retention when used strategically. Whether compensating for issues or encouraging usage, make sure your credit strategy aligns with your overall business goals.