Referral Program & Tracking (with credits)

It would be awesome to have a full-fledged referral program, with trackable commissions and metrics (A Shopify app, UpPromote, does a great job of this) but I understand that would be a large buildout.

A quicker and almost just as helpful way to do this would be able to add credit to a customer’s account.

Some parameters, listed in order of importance:

1) Ability to see the total amount of credit they currently have and how much has been used (ideally what invoice number the used credit is associated with)

2) All Rotor users (tech, sales, admin) manually add credit and ability to specify reason for credit (perhaps with tags or text area)

Nice-to-have (not need-to-have):

3) Options to auto-apply the credit during next billing, hold indefinitely, or ideally: hold until threshold is met. Threshold would be settable via dollar amount, date, or amount of visits completed.

4) Ideally all the above would be viewable and editable by the customer in the portal (obviously with the exception they shouldn’t be able to add themselves credit)