Transfer Plus

Introduction

The Transfer Plus plugin extends the built-in Transfer add-on in myCred by allowing you to put transfers on hold or charge a fee for making a transfer. This plugin is used together with the myCred Transfer Add-on.

How to Transfer

(add the documentation for transfer add-on from free modules)

Pending Transfer

• Go to myCred > Toolkit and enable myCred Pending Points
• Navigate to WordPress admin Dashboard > myCred > General Settings > Pending Transfers

Affected Transfers

• Points Transfer in (Days): Amin can add how many days a transfer stays on hold before being processed and 0 for immediate transfer
• Refund Log Template: Sets the message shown when a transfer is refunded; you can use dynamic tags (available via the “General”)
• Pending Transfer Message: Admin can add the message that will be shown when the user tried to transfer points
• Exempt By Role: Select a role, and that role will be exempted from this feature applying to them
• Menu Position: Admin can choose where the menu appears in the admin sidebar

Management of transfers

• Navigate to myCred > Pending Transfers

• Click “Pending”

• Transfer will occur at the time selected by the admin
• If the admin wants, he can click “Credit Now” and the transfer will occur instantly
• If the admin wants to stop the transfer completely, they can click “Refund.”

Transfer Fee

This feature allows you to charge your users a fee when they make a transfer. This fee is taken from the original amount the sender nominated with the remainder being deposited into the recipient’s account. You can either charge a lump sum or a percentage of the amount being transferred.

There is also an option to set a minimum fee and a maximum cap. Fees based on lump sum are calculated:

fee = fee sum

Fee based on percentage are calculated:
fee = ( amount sent * fee % )

A minimum fee is applied ontop of the base fee:
fee = ( fee sum + min ) or  fee = ( ( amount sent * fee % ) + min )

If a maximum cap is set and the fee exceeds this amount, the fee will be capped at the set maximum.

The Transfer Fees menu will not be visible if you do not set an account where fees are deposited!

Setup

• Go to myCred > Toolkit and enable myCred Pending Points
• Navigate to WordPress admin Dashboard > myCred > General Settings > Transfer Fee

• Admin can set the fee amount they want to cut for each transfer
• A minimum or maximum charge can be set for the transfer fee
• How the fee will be presented to the user can also be set

Transfer via Code

• Go to myCred > Toolkit and enable myCred Pending Points
• Navigate to WordPress admin Dashboard > myCred > General Settings > Transfer via Code

• Admin can set the reference/name that they want to appear in the Logs
• A minimum and maximum cap can be set