Top-ups

Top-ups are packages of credits or hours that clients purchase to increase the corresponding balance.

Create a Package

1. Open Top-ups in the team workspace and choose Create.
2. Enter the title and description.
3. Select Credits or Hours.
4. Enter the quantity included and the package price.
5. Save and check its active status.

The price uses the workspace currency. The included amount must be a whole number of at least one. Creating requires create_topups; viewing, editing, and deleting use view_topups, edit_topups, and delete_topups.

Manage Packages

Edit a package, enable or disable it, or duplicate a similar package. The list also provides bulk actions. Top-ups do not have a featured-package setting.

Use the package's checkout link when directing a client to a particular offer, or let clients select an available package from Top-ups in their portal.

Purchase and Confirmation

Clients choose the package and quantity, complete the contact/payment information, apply an eligible coupon if available, and submit checkout.

The balance is fulfilled after payment is confirmed. A pending or processing payment does not mean the credits or hours have already been added. For offline payment methods, fulfillment waits until the related invoice is marked paid through the payment workflow.

Troubleshooting

• Package missing: Confirm it is active and that the workspace offers the relevant purchase flow.
• Balance not increased: Review payment and invoice status before retrying the purchase.
• Wrong balance type: Check whether the package sells credits or hours.
• Unexpected total: Check quantity, coupon eligibility, tax, and workspace currency.