Purchasing IM Credits - Partner's User Guide

How to purchase IM credits from Zoho Store

In this section, we will discuss how partners can purchase IM Credits. Please find the below steps to purchase IM credits offline, so that both the partners' customers and direct customers can obtain credits easily and continue using the instant messaging platform for their business messaging needs.

See also: Managing Payments for IM through Zoho Desk ↗ for a full overview of IM Credits, how WhatsApp charges work, and the direct (non-partner) purchase and auto-recharge options.

Note

Your Available Credits balance will only be shown in the Desk application. See Managing payments for IM through Zoho Desk for more details.

How do partners purchase IM Credits for their customers?

Steps

1. Log in to your partner portal.

2. Click Customers in the left panel.

3. From the Customer listing, select the Company that you wish to purchase credits for. This is the partner's view of the mapped customer's subscription details.

4. Click Manage (drop-down) to make any changes to the subscription details.

The available drop-down options are:

Customer Plan: Manage Reseller Customer
Large Deal: Estimating a future deal and clicking Submit
Customer Details: To edit the customer details, then click Update
Change Card: Change the card on the portal
Remove Card: Remove the existing card details from the portal

5. Customer plan details are displayed in the Manage Reseller Customer. The partners can check the current customer's subscription plan details and upgrade to any of the available subscription plans as per the customer's usage.

6. The next set of screenshots will show the partner how to purchase IM credits for the existing subscription plan.

7. The license gets updated. Re-check all the entered values, confirm the credits purchase, and click Update License.

Note

Your card will be charged if any of your customers use any of the post-paid or standard add-ons in the current subscription plan.

8. Please confirm the add-ons purchased and the plan upgrades, then click Ok to continue. You are all set!

Next step

Once credits are purchased, understand what your customer will be charged per message and how to estimate the right number of credits. See Purchasing Credits for WhatsApp in IM and Cost Calculation ↗.