Intro to the Customer's Credits tab

Summary

This tab will show you any credit that has been added, removed and spent by the customer.

You can also add/remove credits from this tab.

 

Step-by-Step Guide

1. Search for the Customer

Use the search feature to find the customer whose credit details you wish to manage.

2. Navigate to the Credits Tab

Click on the Credits tab to view the customer’s credit history.

Screenshot 2024-10-21 at 11.23.49.png

3. Review Credit Activity

  • Added Credits: View all credits added to the customer's account under the Added section.

    Screenshot 2024-10-21 at 11.50.22.png

  • Spent Credits: View credits used by the customer under the Spent section.

    Screenshot 2024-10-21 at 11.50.29.png

  • Removed Credits: View any credits that have been removed under the Removed section.

    Screenshot 2024-10-21 at 11.50.36.png

4. Add or Remove Credits

You can also add or remove credits from the customer’s account using the appropriate options in this tab. Please refer to this guide for further information.

Was this article helpful?
0 out of 0 found this helpful