How Can I Grant Prepaid Balances?

Elevate Prepaid balance is like store credit. The user's balance is displayed and can be used during the checkout process. User can also view their balance on their Dashboard. There are 3 Ways to Grant Prepaid balances: Grant to individual user, Grant to uploaded list of users, and Grant by member type.

Grant to Individual Users

1. From the Administrator Control Panel, click on the “Users” tab and select “Grant Prepaid balances” from the drop down menu.
2. Select “Grant to Individual User” tab and enter a user’s name or email into the “First/Last Name or Email” Search field.
3. Select the desired user you wish to grant a prepaid balance to.
4. The users current balance will be displayed with the transaction date, transaction type, amount and paid.
5. Click on “Grant More” to induce a popup window. In the window Enter a dollar amount, in "Amount to grant", to be added to user's balance. “Amount paid" is the amount, if any, that a user paid, outside of this site, to receive this balance. Leave "Amount paid" at zero if this is simply a grant of free credit.

Grant to Uploaded List of Users

This function is used to grant a prepaid balance to multiple users at the same time.

1. Outside of Elevate, create a plain text file (NOT a word processing document) with one User ID or Email Address per line, and save it.
2. Under the “Users” tab, select “Grant prepaid Balance” from the drop down menu.
3. Click on the “Grant to Uploaded List of Users” Tab in Grant Prepaid Balances.
4. Click on the “Browse…” button and select the file you just made
5. Enter the dollar amount in “Amount to Grant”. This is the amount you are giving to users.
6. “Amount Paid” is an optional field to use if the users paid, outside of this site, to receive this balance. Leave the “Amount Paid” at $0.00 if you are granting free credit.
7. Click ‘import and review” at the bottom of the window.
8. The screen will refresh and a popup window will prompt you to review the users you have granted the balance to. If you want to grant the prepaid balance, click “Grant”.

Grant by Member Type

1. From the Administrator Control Panel, click on the “Users” tab and select “Grant Prepaid balances” from the drop down menu.
2. Click on the “Grant by Member Type” Tab
3. Select the member type by clicking on the “Member Type” drop down menu
4. Select the member role by clicking on the “Member Role” drop down menu
5. Enter the “Amount to Grant” to denote how much you wish to grant to the specified member-type.
6. Enter the “Amount paid” to denote how much these members paid outside of this side to acquire this prepaid balance. Leave this at $0.00 if you wish to grant a free balance.
7. Click on Review to see to whom the balance will be granted to. If you wish to proceed, click grant to grant the prepaid balance.