Learning resources

Budgets

Description: This category covers using customer budgets as store credit, including assigning budget amounts, how budgets are applied at checkout, and how balances change as customers spend or are refunded. It also explains the budget manager request process for requesting additional credit, enforcing checkout rules when funds are insufficient, and more advanced budget management such as scheduled top ups, audience targeting by department or user groups, and automated notifications when budgets are applied.

Status: Incomplete

Status: Incomplete

Status: Incomplete
Tags: customer budget credit, store credit payments, prepaid checkout rules, budget balance tracking, budget manager request process, budget increase requests, insufficient budget handling, department budget allocation, scheduled budget top ups, MegaScript budget automation, recurring budget replenishment, budget notification emails, budget approval like workflow