How to Add or Take Back Credits by Hand in WP Career Board

How to add or take back an employer's credits by hand in WP Career Board Pro: open Settings, then Credits, then Admin credit adjustment, enter the user ID and the number of credits, choose Top-up (add) or Deduct (remove), write a note and click Apply. The employer sees the new balance, and the entry with your note, on the Credits tab of their dashboard. Every adjustment is kept in the credit ledger with your note; entries are never edited, so a mistake is undone with an opposite adjustment.

Transcript

In this tutorial you will add credits to an employer by hand, or take some back. You need WP Career Board Pro, installed and active. It takes about two minutes. There are four steps. Open Admin credit adjustment. Add credits. Take credits back. Then check the balance. Step one. Open Admin credit adjustment. Go to Career Board, then Settings, Credits, and scroll to the last card, Admin credit adjustment. Use it when the automatic flow does not cover a case: a gift of credits, a move from another system, or a store order placed before you mapped its product. Step two. Add credits. Enter the employer's user ID, and the number of credits. Leave Type on Top-up, add. In Note, write the reason. It is saved with the entry. Then click Apply. The credits are added to that employer's balance at once. Step three. Take credits back. Enter the user ID and the credits in the same way, and set Type to Deduct, remove. Use it after a chargeback in Paid Memberships Pro or MemberPress, which do not take credits back on their own. Always add a note. Entries are never edited or deleted. To undo a mistake, apply the opposite adjustment with a note. Step four. Check the balance. Now you are signed in as the employer. Once you apply an adjustment, she sees it on the Credits tab of her dashboard. Credit Balance counts it in. Transaction History lists each entry, with its type and note. An adjustment would show as a row with your note, after the words Admin top-up or Admin deduction. That is all four. Open Admin credit adjustment, add credits, take credits back, and check the balance. You can now add or take back credits by hand. Next in this series: Bring your job board into a BuddyNext community.