<p class="western" align="left">Credit Line or Credits for WooCommerce allows you to offer a Line of Credit to your customers using which they can buy the products in your shop now and pay later.</p>
<h2 align="left">How Credit Line or Credits for WooCommerce Can Help Your Shop</h2>
<h3 align="left">Increase Your Site’s Revenue</h3>
<p align="left">When your customers browse products on your site, there’s always a chance that they will postpone purchasing because of insufficient funds. With credits, they won’t have to abandon their carts. They can purchase on the spot. What’s more, you can choose to charge interest on transactions made with credits. This can increase your site’s revenue.</p>
<h3 align="left">Increase Customer Loyalty</h3>
<p align="left">Offering credits is a show of good faith and can help boost future sales from repeat customers.</p>
<h3 align="left">Attract New Customers</h3>
<p align="left">Satisfied customers are more likely to refer new customers to your site.</p>
<h2 align="left">How Credit Line or Credits for WooCommerce Can Help Your Customers</h2>
<h3 align="left">Convenience</h3>
<p align="left">Your customers won’t have to postpone purchases due to insufficient funds. Plus, they won’t have to keep their payment credentials on hand at all times—they can use credits instead.</p>
<h3 align="left">Interest-Free Credit</h3>
<p align="left">If you choose not to charge interest, your customers will only be responsible for repaying the regular price of a product.</p>
<h3 align="left">Generous Repayment Period</h3>
<p align="left">You can offer customers up to 58 days from the date of purchase to repay the credits they used.</p>
<h2 align="left">How Credit Line or Credits for WooCommerce Works?</h2>
<h3>1. Fund Types</h3>
<p class="western" align="left">This plugin comes up with 2 fund types.</p>
<ol>
<li>
<p class="western" align="left">Admin Funds</p>
</li>
<li>
<p class="western" align="left">Virtual Funds</p>
</li>
</ol>
<p><strong>Admin Funds</strong></p>
<p class="western" align="left">In this type, to offer a credit line to the customers, first you(admin) has to load funds to your admin account and from admin account it can be transferred to customers account. In this type, you will have a statistics on total funds approved to customers.</p>
<p align="left"><strong>Virtual Funds</strong></p>
<p class="western" align="left">In this type Funds can be issued without any limitation from admin side.</p>
<h3>2. Approval Methods</h3>
<p class="western" align="left">This plugin supports three ways to offer Credit Line to customers,</p>
<ol>
<li>
<p class="western" align="left">Auto Approval</p>
</li>
<li>
<p class="western" align="left">Application Based Approval</p>
</li>
<li>
<p class="western" align="left">Complete Manual</p>
</li>
</ol>
<p class="western" align="left"><b>Auto Approval</b></p>
<p align="left">Based on Criteria set by site admin, Credit Line can be approved for all the customers on the site automatically.</p>
<figure id="attachment_18734003605601" aria-describedby="caption-attachment-18734003605601" style="width: 881px" class="wp-caption alignnone"><img class="wp-image-18734003605601 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/01-auto_approval.png" alt="" width="881" height="1200" /><figcaption id="caption-attachment-18734003605601" class="wp-caption-text"><strong>Credit Line Auto-Approval</strong></figcaption></figure>
<p class="western" align="left"><b>Application Based Approval – Manual Approval</b></p>
<p class="western" align="left">Customers will have to submit the application and the site admin will have to review the application and approve or reject the customer’s application.</p>
<figure id="attachment_18734003605615" aria-describedby="caption-attachment-18734003605615" style="width: 1233px" class="wp-caption alignnone"><img class="wp-image-18734003605615 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/02-application_manual_approval.png" alt="" width="1233" height="2459" /><figcaption id="caption-attachment-18734003605615" class="wp-caption-text"><strong>Application submission & manual approval</strong></figcaption></figure>
<p class="western" align="left"><b>Application Based Approval – Auto Approval</b></p>
<p class="western" align="left">Customers will have to submit the application and if the Criteria set by site admin matches, then the Credit Line will be automatically approved automatically.</p>
<figure id="attachment_18734003605623" aria-describedby="caption-attachment-18734003605623" style="width: 1233px" class="wp-caption alignnone"><img class="wp-image-18734003605623 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/03-application-auto-approval.png" alt="" width="1233" height="2321" /><figcaption id="caption-attachment-18734003605623" class="wp-caption-text"><strong>Application submission & automatic approval</strong></figcaption></figure>
<p class="western" align="left"><b>Complete Manual</b></p>
<p class="western" align="left">Admin can manually create a Credits account for any customer on the site and they can add Credit Line to the customer as per their wish.</p>
<figure id="attachment_18734003605628" aria-describedby="caption-attachment-18734003605628" style="width: 975px" class="wp-caption alignnone"><img class="wp-image-18734003605628 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/04-manual-approval.png" alt="" width="975" height="1206" /><figcaption id="caption-attachment-18734003605628" class="wp-caption-text"><strong>Admin manually issuing credit line to users</strong></figcaption></figure>
<h3>3. Credit Line Usage</h3>
<p class="western" align="left">Once Credit Line is approved for the customer, they can view the details in their Credits Dashboard. In Credits Dashboard, customers will be able to Make Payment(Advance Payment, Custom Amount Bill Payment, Full Bill Payment), View Unbilled Transactions, View Statements.</p>
<figure id="attachment_18734003605630" aria-describedby="caption-attachment-18734003605630" style="width: 980px" class="wp-caption alignnone"><img class="wp-image-18734003605630 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/05-credits_dashboard.png" alt="" width="980" height="506" /><figcaption id="caption-attachment-18734003605630" class="wp-caption-text"><strong>Customer’s credits dashboard</strong></figcaption></figure>
<p class="western" align="left">Customers can place orders using the <b>“Credits”</b> payment method which will be available in Checkout if they have enough Credits available in their account. In case if the order amount is more than their Available Credits, the payment method will be hidden for the customer.</p>
<figure id="attachment_18734003605632" aria-describedby="caption-attachment-18734003605632" style="width: 1276px" class="wp-caption alignnone"><img class="wp-image-18734003605632 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/06-checkout_page.png" alt="" width="1276" height="1612" /><figcaption id="caption-attachment-18734003605632" class="wp-caption-text"><strong>Customer using credit line for their purchases</strong></figcaption></figure>
<h3>4. Bill Generation and Payment</h3>
<p class="western" align="left">Admin can globally set the billing date and on the set date bill will be generated for all the customers. Admin can also edit the billing date of each customer.</p>
<p class="western" align="left">Once the bill is generated, customers will be notified by email with a link to download their statement. At this point their due date also will be set as per the admin configuration. Admin can also edit the due of each customer.</p>
<figure id="attachment_18734003605636" aria-describedby="caption-attachment-18734003605636" style="width: 1256px" class="wp-caption alignnone"><img class="wp-image-18734003605636 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/07-bill_statement.png" alt="" width="1256" height="602" /><figcaption id="caption-attachment-18734003605636" class="wp-caption-text"><strong>Credits bill statement</strong></figcaption></figure>
<p class="western" align="left">After reviewing the bill, customers will have to pay their bill amount on/before the due date. Customers can pay their bill amount from their Credits Dashboard. Customers can also make advance payment and custom amount payment as per their convenience from their Credits dashboard.</p>
<figure id="attachment_18734003605655" aria-describedby="caption-attachment-18734003605655" style="width: 1216px" class="wp-caption alignnone"><img class="wp-image-18734003605655 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/08-repayment.png" alt="" width="1216" height="1820" /><figcaption id="caption-attachment-18734003605655" class="wp-caption-text"><strong>Customer making payment for generated bill statement</strong></figcaption></figure>
<p class="western" align="left">If admin have received the payment in offline mode(i.e. outside WooCommerce), then admin can make the payment on behalf of the customer.</p>
<figure id="attachment_18734003605688" aria-describedby="caption-attachment-18734003605688" style="width: 980px" class="wp-caption alignnone"><img class="wp-image-18734003605688 size-full" src="https://woocommerce.com/wp-content/uploads/2020/01/09-offline_repayment.png" alt="" width="980" height="1866" /><figcaption id="caption-attachment-18734003605688" class="wp-caption-text"><strong>Admin makes custom payment on behalf of users</strong></figcaption></figure>
<p class="western" align="left">If the customers doesn’t make the repayment even after the due date, their Credits account status will be moved to <strong>“Overdue”</strong> and Late Payment(optional fee which has to be set by admin) will be debited from their account automatically. Admin can also block customers Credits usage if the status is Overdue.</p>
<p class="western" align="left">This whole process will be repeated every month.</p>
<h2>Extensive Features List</h2>
<p>1. Create predefined rules with multiple rule sets to give different credit line based on different criteria.<br />
2. Automatically increase credit line to eligible customers.<br />
3. Approve credit line automatically.<br />
4. Application form can be created with multiple form fields support.<br />
5. Approve credit line automatically as soon as the application form is submitted by the customer.<br />
6. Approve credit line manually once the application form is submitted by the customer.<br />
7. Application form can be shown only for specific customers.<br />
8. Give credit line to customers from admin funds or from virtual funds.<br />
9. Monthly billing and repayment.<br />
10. Up to 58 days of repayment period.<br />
11. Possible to charge interest for credit usage.<br />
12. A fixed amount of percentage of credits used can be charged as interest.<br />
13. A Late payment fee can be charged if payment is not made within the due date.<br />
14. User level option to disable late payment fee for certain customers.<br />
15. Option to disable specific payment methods for repayment of credits.<br />
16. Separate page for credits dashboard.<br />
17. Option to display credits dashboard in My Account page.<br />
18. Custom logo can be displayed in bill statement.<br />
19. Order status can be predefined for the orders placed using the Credits payment method.<br />
20. For orders placed using the Credits payment method, when to debit funds(on reaching which order status) can be predefined.<br />
21. Bill can be generated in PDF or HTML file format.<br />
22. Customers can be allowed to place orders using Credits only if the cart total is more than the set value.<br />
23. Option for the Admin to modify a customer’s billing date or repayment date.<br />
24. Option to allow customers to use their Credits for placing orders in overdue status.<br />
25. Option for the customer to make advance payment.<br />
26. Option for the customer to pay a custom amount or make the full payment.<br />
27. Compatibility with WooCommerce Subscriptions: Option for the customer to automatically renew their subscriptions using the Credit Line.</p>

Credit Line or Credits

<p>Offer a Line of Credit to your customers for purchasing in your shop. The customers can pay later the used Credit Line.</p>

<h2><strong>Grow your store and make more money with AutomateWoo</strong></h2>
<p><span style="font-weight: 400">Using the powerful, feature-rich automation available within AutomateWoo, you can create a near-endless range of automated workflows to help you grow your store with a fraction of the effort! </span>AutomateWoo allows you to create Workflows – made up of different combinations of Triggers, Rules, and Actions within WooCommerce.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Triggers</strong> determine the circumstances in which the workflow will run. An example trigger would be doing something when an order is made.</li>
<li><strong>Rules</strong> allow you to perform more advanced logic on your workflows so they only trigger in certain situations. An example rule would be only trigger the workflow for orders with a total above $100.</li>
<li><strong>Actions</strong> define what happens when a workflow is triggered. With AutomateWoo there are a range of customisable actions available to you such as sending an email, changing order statuses or if you are a developer you can define a custom function.</li>
</ul>
<p>Once you’ve created your Workflow you can schedule your workflow to run at virtually any time. Whether immediately, after a set time, or even at a particular hour or day of the week.</p>
<hr />
<h2><strong>Convert and retain customers with marketing that does the hard work for you</strong></h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/hero-dashboard.png"><img class="alignnone wp-image-4870905 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/hero-dashboard.png" alt="" width="1050" height="500" /></a></p>
<p>Automate and optimize customer communication by sending beautiful <strong>follow-up emails</strong>.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/incentive-fresh.png"><img class="alignnone wp-image-4873970 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/incentive-fresh.png" alt="" width="1050" height="500" /></a></p>
<p>Set up <strong>abandoned cart emails</strong> for WooCommerce – with a <a href="https://www.businessinsider.com/heres-how-retailers-can-reduce-shopping-cart-abandonment-and-recoup-billions-of-dollars-in-lost-sales-2014-4?r=US&IR=T">63% chance</a> of recovering a lost sale, sending abandoned cart emails is one of the best ways to grow your store.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/beautiful-emails-2.png"><img class="alignnone wp-image-4873973 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/beautiful-emails-2.png" alt="" width="1050" height="500" /></a></p>
<hr />
<h2>AutomateWoo Features</h2>
<ul class="wccom-tick-list-secondary">
<li><strong>Follow-Up Emails</strong> – Automatically email customers who buy specific products and ask for a review or suggest other products they might like.</li>
<li><strong>Abandoned Cart</strong> – Remind customers who left items in their cart using emails at set intervals.</li>
<li><strong>Win Back Inactive Customers</strong> – Target inactive customers with email marketing campaigns. Include special offers and recommendations.</li>
<li><strong>SMS Notifications</strong> – Send SMS notifications to customers or admins for any of AutomateWoo’s wide range of triggers. (Requires a paid Twilio account).</li>
<li><strong>Review Rewards</strong> – Encourage more product reviews by offering discounts. Limit the discount based on number of reviews posted and the rating given.</li>
<li><strong>Wishlist Marketing</strong> – Send timed wishlist reminder emails and notify when a wished product goes on sale. Integrates with WooCommerce Wishlists or YITH Wishlists.</li>
<li><strong>Birthday Emails</strong> – Delight customers with a special WooCommerce birthday email and coupon using the AutomateWoo Birthdays Add-on (separate purchase).</li>
<li><strong>Card Expiry Notifications</strong> – Notify customers before a saved credit or debit card expires. This can reduce failed payments and churn when selling subscriptions.</li>
<li><strong>Personalized Coupons</strong> – Generate dynamic customized coupons for customers to raise purchase rate.</li>
<li><strong>Subscriptions Automation</strong> – Action WooCommerce Subscription events such as status changes, failed payments and renewal reminders.</li>
<li><strong>Bookings Automations</strong> – Send emails on WooCommerce Bookings events such as booking confirmation or completion.</li>
<li><strong>Refer A Friend</strong> – Boost word-of-mouth sales with the AutomateWoo Refer A Friend Add-on (separate purchase).</li>
<li><strong>Automatic VIP</strong> – Reward your best customers with VIP status based on different spend requirements.</li>
</ul>
<hr />
<h2>Why Use AutomateWoo?</h2>
<h3>Effortless setup and management, right from your WordPress backend</h3>
<p>Start sending emails immediately using the template already set up for WooCommerce transactional emails. Design emails in the familiar WordPress editor enhanced by variables that let you insert products using a variety of display options and insert dynamic content.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/send-email.jpg"><img class="alignnone wp-image-4871092 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/send-email.jpg" alt="" width="1100" height="736" /></a></p>
<h3>Send targeted, multi-step campaigns and offer customer incentives</h3>
<p>AutomateWoo gives you complete control over campaigns. Schedule different emails to be sent at intervals or after specific customer interactions and offer incentives using the personalized coupon system.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/email-simple.png"><img class="alignnone wp-image-4874051 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/email-simple.png" alt="" width="1100" height="736" /></a></p>
<h3>Track opens, clicks and conversions</h3>
<p>AutomateWoo extends WooCommerce reporting – measure success of your campaigns with the many reports included with AutomateWoo. You can also see a detailed log of every email sent and conversion recorded.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/track-opens.jpg"><img class="alignnone wp-image-4870819 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/track-opens.jpg" alt="" width="1240" height="830" /></a></p>
<h3>Intelligent session tracking and pre-submit email capture</h3>
<p>AutomateWoo’s session tracking technology can detect registered users even before sign-in and can capture guest emails during checkout using the common pre-submit technique. Guest emails can also be captured from any form on your website, such as the newsletter signup.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2019/08/intelligent-session-tracking.png"><img class="alignnone wp-image-4870872 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/intelligent-session-tracking.png" alt="" width="1060" height="609" /></a></p>
<h3>Unlimited Email Sending</h3>
<p>Many services charge based on email volume, and with AutomateWoo you need not worry about exceeding your plan.</p>
<h3>Developer Friendly</h3>
<p>AutomateWoo is 100% extendable, and we have code examples in our documentation to get developers started.</p>
<h3>WPML Support</h3>
<p>Need to send multilingual emails? AutomateWoo has support for the popular WPML plugin.</p>
<hr />
<h2>Integrations</h2>
<p>AutomateWoo integrates with your favorite plugins and services, giving you the marketing edge you need.</p>
<ul class="wccom-tick-list-secondary">
<li><strong>WooCommerce Subscriptions:</strong> Make managing subscriptions in <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce Subscriptions</a> almost effortless. Using AutomateWoo, you can create workflows based on subscription events, such as a status change or a renewal payment failure.</li>
<li><strong>WooCommerce Memberships:</strong> Take <a href="https://woocommerce.com/products/woocommerce-memberships/">WooCommerce Memberships</a> to the next level with AutomateWoo. Create workflows that automatically send follow-up emails, reward loyal customers with VIP status, and keep an eye on membership cancellations.</li>
<li><strong>WooCommerce Bookings:</strong> Integrate <a href="https://woocommerce.com/products/woocommerce-bookings/">WooCommerce Bookings</a> with AutomateWoo to help improve your customers experience, decrease cancellations, or even upsell customers after they make bookings with automated booking confirmation or completion emails.</li>
<li><strong>WooCommerce Points and Rewards:</strong> Set up automated workflows with AutomateWoo to reward specific customer actions and easily create complex reward scenarios for <a href="https://woocommerce.com/products/woocommerce-points-and-rewards/">WooCommerce Points and Rewards</a>. Giving points is a great way to build loyalty.</li>
<li><strong>WooCommerce Wishlists:</strong> Supercharge <a href="https://woocommerce.com/products/woocommerce-wishlists/">WooCommerce Wishlists</a>. Use custom triggers in AutomateWoo to notify customers when products on their wishlist go on sale and/or send reminders for unpurchased items at different intervals to bring them back to your site.</li>
</ul>
<h3>And Many More…</h3>
<ul class="wccom-tick-list-secondary">
<li>Active Campaign</li>
<li>AgileCRM</li>
<li>Campaign Monitor</li>
<li>MadMimi</li>
<li>Mailchimp</li>
<li>Twilio SMS</li>
<li>YITH Wishlist</li>
</ul>
<hr />
<h2>AutomateWoo Add-ons</h2>
<ul class="wccom-tick-list-secondary">
<li><a href="https://woocommerce.com/products/automatewoo-refer-a-friend/"><strong>Refer A Friend</strong></a> – Boost your word-of-mouth sales with the AutomateWoo Refer A Friend Add-on.</li>
<li><a href="https://woocommerce.com/products/automatewoo-birthdays/"><strong>Birthdays</strong></a> – Delight customers and boost organic sales with a special WooCommerce birthday email and coupon on their special day.</li>
</ul>
<div class="woo-sc-box normal">AutomateWoo is compatible with the new <a href="https://woocommerce.com/checkout-blocks/" target="_blank" rel="noopener">Cart and Checkout blocks</a> — a customizable, conversion-optimized checkout experience coming soon to WooCommerce.</div>

AutomateWoo

<p>Powerful marketing automation for WooCommerce. AutomateWoo has the tools you need to grow your store and make more money.</p>

Credit Line or Credits vs AutomateWoo