Manual adjustments and refunds
You can add or remove credits for any employer by hand, refund native Stripe or PayPal purchases, export the whole credit ledger, and handle privacy requests. Use manual adjustments when the automatic flow does not cover a case: a comp credit, a migration, an order placed before you mapped the product, or a chargeback.
Add or remove credits
Section titled “Add or remove credits”Go to WP Career Board -> Settings -> Credits and scroll to the Admin credit adjustment card.
- Enter the employer’s User ID.
- Enter the number of Credits.
- Set Type to Top-up (add) or Deduct (remove).
- Enter a Note with the reason, for example “Comp for support ticket” or “Migration grant”.
- Click Apply.
The ledger gets a topup row with the note “Admin top-up: your note”, or a deduction row with “Admin deduction: your note”. The employer’s balance updates. After you apply, the card shows “User #N balance: X credits” so you can confirm the result.
You need permission to manage Career Board settings. Administrators have it by default.
Return credits for a job
Section titled “Return credits for a job”Job posting uses a hold, then a deduction or a refund, so most returns are automatic:
- If you reject a pending job, or a job is trashed or deleted before it goes live, the held credits go back to the employer (a
refundrow) and they get a credit refund email. - If a job was already approved and you later need to return the credits, use the adjustment card with Type: Top-up and a note that names the job.
Ledger history
Section titled “Ledger history”Every manual action writes a ledger row with the credit amount, the entry type, your note and a timestamp. Rows are never edited or deleted. If you make a mistake, add a reversing entry with a clear note.
When a user account is deleted, the ledger rows stay, with the link to the user removed. Deleting an employer erases their alerts, notifications and AI matching data.
Export the ledger
Section titled “Export the ledger”Go to WP Career Board -> Settings -> Analytics. Once there is credit activity, the Credits card has an Export Credit Ledger (CSV) button. It downloads every ledger row, newest first, with the columns ID, Employer, Amount, Type, Job, Note, Date. “Employer” is the user ID and “Job” is the related job ID.
The same file is available at GET /wp-json/wcb/v1/analytics/credits.csv for administrators and for any role granted the wcb/view-analytics or wcb/manage-credits ability.
Review and refund native checkout purchases
Section titled “Review and refund native checkout purchases”WP Career Board -> Settings -> Analytics also has a Transactions card. It lists every Stripe and PayPal purchase and refund made through the native checkout.
- The list shows 20 rows per page. Filter it by All, Purchases or Refunds.
- Each row shows the date, employer, gateway, type, credits, amount and status (Paid, Partially refunded or Refunded). Paid rows link to their receipt.
- A purchase that can still be refunded has a Refund button. Click it, then choose Confirm refund or Cancel on the spot. Confirming asks Stripe or PayPal to issue the refund. The credits are removed once the provider confirms it.
- Purchases made through WooCommerce, PMPro or MemberPress do not appear here. Use the adjustment card for those.
Refund a store purchase
Section titled “Refund a store purchase”When a customer charges back or you refund a credit-pack order:
- WooCommerce. Refunding or cancelling the order takes back the credits it gave, as far as the employer has not spent them. See WooCommerce.
- PMPro and MemberPress. Credits are not removed automatically. Confirm the refund in the membership plugin, then deduct the credits with the adjustment card and a note such as “Chargeback on order X”.
- Stripe and PayPal. A refund from the provider dashboard removes the credits that purchase gave. See Direct payment gateways.
Privacy requests
Section titled “Privacy requests”Pro adds its data to the WordPress Export Personal Data and Erase Personal Data tools. A member deleting their own account, or an admin deleting a user, also erases it.
| What | Export | Erase |
|---|---|---|
| Resumes (fields and content) | Yes | Deleted, including the photo |
| Job alerts of a signed-in member | Yes (query, filters, frequency) | Deleted |
| Bell notifications | Yes (up to 1,000) | Deleted |
| Push devices | No | Deleted |
| AI matching data for the person | No | Deleted |
| Credit ledger | No | Kept for accounting. The link to the person is removed only when the account is being deleted |
On an account that stays open, erasing keeps the ledger linked, because unlinking would wipe the credits the member paid for. When rows are kept on account deletion, the tool reports “Credit ledger entries are retained (anonymized) for accounting/tax obligations.”
Troubleshooting
Section titled “Troubleshooting”A customer disputes a deduction. The ledger row carries your note and timestamp. If it was a mistake, add a reversing top-up. Never try to edit or delete the original row.