Managing Customer Credits
When customers overpay or receive refunds, the amount can be stored as account credit for future use.
Understanding customer credits
Customer credits are stored balances from overpayments or refunds. They're held against the customer's account and can be tracked on their profile.
Creating a credit from overpayment
When recording a payment that's more than the invoice amount, you'll be asked what to do with the extra. Choose 'Apply as Customer Credit' to save it to their account.
Creating a credit from a refund
When processing a refund, you can choose 'Customer Credit' as the refund method. This adds the refund amount to the customer's credit balance instead of returning it to their card.
View a customer's credit balance
Open any customer's profile to see their credit balance. The Account Credit card shows active credits with the reason (overpayment, refund, or goodwill) and remaining amount.
What's next?
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