Documentation Summary

Budgeting

Limitations And Compatibility

It is not possible for a user to pay for some of their order with their budget and the rest with another payment method such as SagePay or Purchase Order; split payment is not supported.

Budget is applied against the whole order value, meaning shipping, handling and discounts are all counted towards how much budget is spent.

Budgets always calculate how much a user has spent during the current budget timeframe at the point they are shown to the user or administrator.

Budgets are not virtual wallets, and as such cannot be refunded or topped up.

Budgets are compatible with user payment groups and reflect the payment methods assigned for user’s group.

Approvals

Items pending approval are counted towards a user’s budget to ensure the user cannot spend more budget than is available.

Any items in an order that are rejected or cancelled aren’t counted towards user’s budget.

Currency and Languages

Only the deployment’s base currency is supported. Budgeting is not compatible with deployments that offer multiple currencies. Please contact support for custom currencies.

At present, Budgeting only supports one language per deployment (as the warnings, payment method and remaing budget can only be configured for a single language).