Account Balance Management

  • Hi all,

    I am using Woocommerce with the Amelia plugin for selling packages of services in various sized blocks (e.g 1hour, 5 hours, 10 hours). There is therefore only a single product type in Woocommerce as each of the pacakages are handled by the Amelia plugin.

    The thing I am struggling with is managing the burndown of the account balance afterwards. So, for example a customer will buy a block of 10 hours for, say, ￡300. Woocommerce takes the payment and books the order, Amelia books the first appointment slot.

    After this I need to be able to track how many hours of the ‘block’ have been burned down and maybe create an account with an account statement.

    Are there any plugins for Woocommerce that can cater for this or s there a better way of doing it?

Viewing 4 replies - 1 through 4 (of 4 total)

  • Hey @dunnydf,

    That’s an interesting setup. Could you let us know a bit more about how the hours are “spent” after they are purchased? Does the customer go through checkout to actually apply these hours or they handled in some other way? That could affect what options are available to address this.

    Thanks!

    Thread Starter dunnydf

    (@dunnydf)

    Thanks for the reply.

    Basically the customer will physically come for an appointment (it is actually a form of lesson) and will have an hour slot; only the first slot is ever booked in Amelia (although we can add future slots in if we want). At the end of the first appointment they will book the next slot.

    So at the end of the first appointment they will have, in this example, ￡270 left on account and can have 9 more lessons (in fact they could do part hours e.g. 1 hour 15 mins and they will be charged for the part hour also).

    What I need to do is record the fact that their account balance has now been reduced by ￡30. I know I could do this by adding a custom post type in, linked t their user account in some way, but I was wondering whether there is a better way to achieve what I need.

    Thanks

    Thanks for letting me know. I’m not aware of any off-the-shelf plugins that will do this for you.

    Going with a custom post type for this does sound like a good idea. One advantage of that is it will allow you to have a history for each user. That way you’ll be able to go back and see what was used when. That could be helpful in the event that someone’s records get off a bit.

    Thread Starter dunnydf

    (@dunnydf)

    Thanks.

    The thing I have always struggled with in WordPress is relating individual custom posts to users. I have created a custom post to extend the data recorded on the user profile (compliance data etc) and that works OK but it isn’t really scalable.

    I have created a couple of separate custom posts to record other details such as qualifications, medical details etc and these are related by virtue of the fact that the user is the Author.

    Just feels like there should be a better way of doing it. Be good to be able to create a custom post, related to the user account and accessible via a link from there.

    Thanks

    D

Viewing 4 replies - 1 through 4 (of 4 total)
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