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How To Create Credit Based Services

In this article, we'll show you how to create credit based services - ManyRequests' new feature

Written by Regine Garcia

ManyRequests just released a new feature on credit-based services. Here's an easy way on how to set it up and how to manage requests.

Credit-based services are ideal for creative agencies that want to give clients flexibility while maintaining clear boundaries on deliverables. In ManyRequests, you can easily set up services that operate on a “credit” system - clients purchase a set number of credits and use them to request specific tasks.

📌 Use Case:

Imagine you're a SaaS-focused design agency offering a subscription to your clients. Your clients, typically marketing managers, need varied deliverables like landing pages, ad creatives, or illustrations, but their needs fluctuate every month. A credit system gives them control over how they spend their subscription: a landing page might cost 5 credits, a social ad 2 credits, and a quick edit just 1 credit.

Rather than negotiating scope each time, clients simply choose tasks based on their available credits - streamlining your workflow and giving them predictability.

How to Create Credit Based Services

  1. On your Dashboard, go to Services > All Services
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  2. On the upper right hand side, click on Create Service

  3. Choose between One-off or Recurring whichever fits your business

  4. Click on Next

  5. Add in the Necessary Service Details
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  6. Select Credit based

  7. Input the price, recurring period, and number of credits
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    ​Note: You can also allow unused credits to rollover indefinitely or for a limited number of months

  8. Fill out the Request form as needed​

  9. Click Save

How to Manage Credit Based Services (Admin view)

  1. When your client creates a request, you'll be able to define the number of credits to be deducted from the monthly credit limit.

  2. In order to assign credits on the request, go to the top right credits icon (beside the vertical three dots)

  3. Upon clicking the button, input the deductible credit

  4. Once updated, it will be reflected on the client side

How To Check Remaining Credits: Admin and Client View

When you're subscribed to a recurring service with credits, you'll be able to see how many credits are being deducted from monthly credits easily.


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Here's How to Check for Clients' Remaining Credits (Admin View)

A. Via Organization Details

  1. On your Dashboard, go to Users > Clients
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  2. On the Organization Details, select the Credits Tab
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  3. You'll see the following:
    - Total Credit Balance
    - Used Credits
    - Purchased Credits

B. Via Sidebar

  1. Go to the Request

  2. On the sidebar, you'll see the credit information
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  3. You can also hover it and see more details
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Here's How to Check for Your Remaining Credits (Client View)

  1. On your Dashboard, go to Credits
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  2. Under the Credit Reports, you'll see the following:
    - Total Credit Balance
    - Used Credits
    - Purchased Credits
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  3. You can also check the Credits information on the sidebar
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How to Check Individual Credits (Client View)

There will be requests that will have different credit deductions. In order to find out how many credits a request will entail, there are several ways:

  1. You can view specific credit deductions via the Credits page on your Dashboard
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  2. You can view specific credit deductions via the Request's Details tab
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