Points and Credits Management Software

Yes. Daftra allows you to define and customize multiple types of points and credit balances, each with its own usage unit and rules. This flexibility helps you adapt the system to different services, packages, or industries.

When a client’s credit balance or points expire, Daftra automatically prioritizes the consumption of balances that are near expiration. You can also set renewal dates and configure packages to recharge balances when validity ends.

Absolutely. Daftra integrates points and credit balances with subscription packages, giving you full visibility of client usage. You can track how credits are consumed across subscriptions and monitor which packages bring the highest revenue.

Yes, Daftra lets you manage subscriptions and packages through more than one mechanism. You can use the Points and Balances system to give customers balances that they draw down gradually with each use, and the customer's remaining balance is updated with every use.

The Balance Consumption Report in Daftra shows the details of balance consumption transactions recorded for customers over a specified period, including the type of balance consumed, the responsible employee, the branch, and the amount for each transaction. This report is used to track the consumption of different balance types, such as loyalty points, sessions, and subscriptions. You can also select one or more customers to view only their consumption, and search by name, email, or phone number, with results filterable by balance type and time period. Each customer's remaining balance can be viewed directly from their profile in the system.

Recharging a balance is done by adding a package of the balance recharge type and assigning it to customers, which can be linked to invoices to update the customer's balance automatically upon payment. You can also track and automate subscriptions, adjust balances, and monitor consumption and renewal statuses through Daftra and its mobile apps at any time.

Yes, all elements of the membership and subscription cycle in Daftra are linked automatically. When a membership invoice is created for a customer, it's automatically linked to their profile and immediately reflected in their balance and statement of account. When a payment is recorded against the invoice, its status updates from Unpaid to Paid, and the customer's balance is adjusted automatically. All transactions are also reflected in the journal entries with no manual intervention, ensuring your financial data stays accurate at all times.

Yes, you can get precise insights into your customers through the subscription details drawn from their profiles, including start and end dates, current and new customers, and the most in-demand plans and packages. The Balance Consumption Report also lets you switch between a summary view showing totals for each group only, or a detailed view showing each consumption transaction individually, along with a chart illustrating the consumption breakdown. All reports can be exported as PDF or Excel for deeper analysis.