Recording Purchases of Services Credits

When a customer purchases services credits, you must create services credits customer purchase records. Each record represents a defined number of credits that have been purchased on a given date, with the same internal value, amount paid, start, and expiry dates. For example, if the customer purchases 10 services credits for 100 USD, and 5 services credits for 250 GBP, those two purchases are recorded as separate services credits customer purchase records.

Note:

Ensure that the PSA - Manage Services Credits Customer Purchases permission set is assigned to you if you want to create, edit, or expire services credits customer purchase records.

To create a services credits customer purchase record:

  1. From the App Launcher, search for and select the Services Credits Customer Purchases tab.
  2. Click New. The New Services Credits Customer Purchase window displays.
  3. In the Account field, select the account of the customer making the purchase.
  4. In the Start Date field, select the date from which the services credits are available to use.
  5. In the Expiry Date field, select the date after which the services credits will no longer be available to use.
  6. In the Number of Services Credits field, enter the number of services credits purchased. For example, 200.
  7. In the Internal Value per Credit field, enter the value for a single credit. For example, 100.
  8. In the Amount Paid per Credit field, enter the amount paid for a single credit. For example, 80.
  9. [Optional] In the Description field, enter the description for the services credits customer purchase.
  10. In the Currency field, enter the currency for the services credits.
  11. Click Save. The new services credits customer purchase record is created.

After a services credits customer purchase record is created for a customer, the services credits are available for allocation to milestones in that customer's project. For more information, see Managing Services Credits.

Notes:
  • The Account, Number of Services Credits, Currency, Internal Value per Credit, and Amount Paid per Credit fields cannot be edited after the record is saved because these fields have financial implications.
  • The Services Credits Allocated, Services Credits Expired, and Services Credits Available fields are populated automatically when the credits are allocated. For more information, seeServices Credits Customer Purchase Fields.
  • The services credits customer purchase record cannot be deleted once the services credits in the record are allocated to a milestone.