Summary
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
- Search for the customer
- Go to their 'Credits' tab
- Click on 'Remove Credits'.
- Select the Credit Type you wish to remove and select the reason for removal.
- Enter the amount and click on 'Remove Credit'.