Topups are manually added funds to the resellers account. The reseller deposits their account with a certain amount of money to be able to make purchases. The reseller is able to make purchases only as long as there are funds available in the account, and each invoiced sale reduces the balance. Once the balance is depleted, the reseller must top up again to continue making purchases.
📒 NOTE
Unlike topups, Credit Limit is a pre-approved amount of credit, or a loan, that the reseller can use to make purchases. The reseller is allowed to make purchases up to this limit without upfront payment.
Create a Topup
Follow the steps below to create a topup.
Follow the steps below to create a topup.
Prerequisites:
The 'Allow Topups' checkbox is enabled on the reseller detail.
The 'Credit Limit' on the reseller detail is 0.
In the Ventrata dashboard, go to Resellers > Topups.
Resellers - Topups
Press the + New Topup button.
New Top-up
Leave the 'Reference' field empty. A reference number will be automatically generated once the topup is saved.
Topup Reference
📒 NOTE
The 'Destination' field is currently inactive.
Destination
Select the reseller whose credit is being topped up.
Reseller
Select the currency in which the topup will be added.
Currency
Enter the amount of the topup.
Amount
Add any relevant notes.
Notes
Press the Create Topup button.
Create Topup
To confirm that a transfer of funds has been made, press the PAYMENT button.
Payment
📒 NOTE
Once the topup is in Paid status, it cannot be edited. To make any changes, press the EDIT TOP-UP button.
Edit Top-up
Select a payment method.
Press the Create Transaction button.
Create Transaction
Press the CONFIRM button to activate the topup.
Confirm
The topup is Active and can be used to make purchases.
Active Topup
Topup Status
In the Topups table view, the state of each topup is shown in the 'Status' column. There are four possible states.
In the Topups table view, the state of each topup is shown in the 'Status' column. There are four possible states.
Topup Status
Status | Description |
Pending | a newly created topup; no transaction to load the credit has been made |
Paid | funds are available in the topup, but cannot be used yet |
Active | the topup can be actively used for purchases |
Complete | the topup credit has been entirely used |
Delete Topups
Follow the steps below to delete a topup.
Follow the steps below to delete a topup.
📒 NOTE
DO NOT DELETE topups without un-confirming them first. If deleted, the topup will still count towards the credit.
In the Ventrata dashboard, go to Resellers > Topups.
Resellers - Topups
Select the required topup.
Press the UN-CONFIRM button.
Un-Confirm
Press the REFUND button.
Refund
Select a payment method to make the refund.
Create Transaction
📒 NOTE
A topup can only be edited once it is refunded.
Press the EDIT TOPUP button.
Edit Topup
On the topup detail page, press the Delete button.
Delete Topup
Using Topups
Bookings paid with a reseller voucher are covered by the topup credit. Each payment is deducted from the reseller's credit and reflected in the 'CREDIT REMAINING' column under Resellers > Resellers.
Bookings paid with a reseller voucher are covered by the topup credit. Each payment is deducted from the reseller's credit and reflected in the 'CREDIT REMAINING' column under Resellers > Resellers.
Credit Remaining
When an invoice is generated, purchases made during the invoice period are consolidated and reflected on the invoice as 'CREDIT FROM TOP-UP'.
Credit from Top-up
The amount in the 'TOP-UP REMAINING' column under Resellers > Topups is reduced by the invoiced amount.
Top-up Remaining
Refunds and Cancellations
If a booking included in an invoice is refunded and cancelled, the 'CREDIT REMAINING' (Resellers > Resellers) amount will increase by the refunded amount.
Cancel Booking
In the Ventrata dashboard, go to Bookings > Bookings.
Bookings - Bookings
Select the booking which will be cancelled.
Press the Cancel Booking button.
Cancel Booking
Select a cancellation reason.
Add any relevant notes.
Uncheck the 'Create Refund' box (1).
Check the 'Adjust invoice amount' box (2).
Check the 'Compensate [reseller_name] their commission (3).
The compensated amount, displayed below the checkbox, will be included in the next invoice.
Press the Cancel Booking button.
Cancel Booking Steps