Top-ups 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 top-ups, 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 Top-up
Prerequisites:
The 'Allow Top-ups' checkbox is enabled on the reseller detail.
The 'Credit Limit' on the reseller detail is 0.
In the Ventrata dashboard, go to Resellers > Top-ups.
Resellers - Topups
Press the + New Top-up button.
New Top-up
Leave the 'Reference' field empty. A reference number will be automatically generated once the top-up is saved.
Top-up 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 top-up will be added.
Currency
Enter the amount of the top-up.
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 top-up 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 top-up.
Confirm
The top-up is Active and can be used to make purchases.
Active Top-up
Top-up Status
In the Top-ups table view, the state of each top-up is shown in the 'Status' column. There are four possible states.
Top-up Status
Status | Description |
Pending | a newly created top-up; no transaction to load the credit has been made |
Paid | funds are available in the top-up, but cannot be used yet |
Active | the top-up can be actively used for purchases |
Complete | the top-up credit has been entirely used |
Delete Top-Ups
📒 NOTE
DO NOT DELETE top-ups without un-confirming them first. If deleted, the top-up will still count towards the credit.
In the Ventrata dashboard, go to Resellers > Top-ups.
Resellers - Topups
Select the required top-up.
Press the UN-CONFIRM button.
Un-Confirm
Press the REFUND button.
Refund
Select a payment method to make the refund.
Create Transaction
📒 NOTE
A top-up can only be edited once it is refunded.
Press the EDIT TOP-UP button.
Edit Top-up
On the top-up detail page, press the Delete button.
Delete Top-up
Using Top-ups
Bookings paid with a reseller voucher are covered by the top-up 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 > Top-ups 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