How to Turn On/Off Automatic Credit Transactions

ManageCasa provides the option to automatically apply user credits to future transactions, helping to streamline the payment process for administrators. While this feature can simplify managing overpayments and advance payments, it may not be suitable for all users, particularly those new to the system. In this guide, we will walk you through how to turn this setting on or off, along with some best practices for its use.

Turn On/Off Automatic Credit Transactions:

• Click your Profile Avatar in the top-right corner → select Settings → click Account Settings
• In the Account Settings, look for the option labeled Auto Credit Transactions.
• Toggle the setting to Yes to automatically apply available user credits to future transactions.
• To disable automatic credit application, switch it to No.

How Automatic Credits Work:

Once this setting is turned on, the system will automatically apply any available credits to future transactions for the user. This can save time and ensure that overpayments or advance payments are used effectively without needing manual intervention.

Please Note:

• This setting only applies to future transactions. Any existing unpaid transactions will still require you to manually apply credits.
• For new accounts, we recommend keeping this feature off initially. It may cause confusion for administrators who are unfamiliar with the system, as the automatic credit application process can be complex to manage without understanding its impact.

The automatic credit transaction feature in ManageCasa is a powerful tool for administrators looking to streamline payment processes, but it should be used with caution, particularly for new accounts. If you're just getting started with ManageCasa, it may be best to leave this option off until you are more comfortable with how credits are applied.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!