Getting Started: Customer Credits

Overview

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A Customer Credit acts as "store currency" that stays within your ecosystem to be applied toward a customer’s future order(s). 

Instead of issuing a direct refund, credits allow you to resolve issues while ensuring the value remains with your business.
 

Managing customer credits in your workspace is a straightforward two-part process. You must first establish the credit in your system before it can be used to offset an invoice.

1. How to Add a Customer Credit →
   First, you need to "fund" the credit by recording it in your Receivables List. This creates the "store currency" and records the liability on your books. The credit will sit in your list as Unused until you are ready to use it.
    
2. How to Apply a Customer Credit to an Invoice →
   Once the credit exists, you must manually apply it to one or more outstanding invoices. You can apply the full amount to a single invoice or spread a large credit across multiple smaller invoices. When applied to an invoice the invoice balance decreases, and the credit status updates to Used or Partially Used.