How to remove Customer Credit?


In this guide, we will show you how to remove Customer Credit from a customer account. 

This functionality can be particularly useful if a staff member has added credit to a customer account in error.

Please note that Credit limit will apply when processing the removal. Only users with the correct permissions can add/remove credit. See our User Roles Permissions Guide.


Step by Step Guide

  1. Search for the customer
  2. Go to their 'Credits' tab

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  3. Click on 'Remove Credits'.

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  4. Select the Credit Type you wish to remove and select the reason for removal.
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  5. Enter the amount and click on 'Remove Credit'.

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