Customer credit
Keep an overpayment or a refund on the customer's account, then use it on a later invoice. Only a person can do it, and the reports count the money once.
For owner, manager, service advisor · checked against the product on 2026-11-01
A customer's credit is money they have with you that has not paid a bill yet. It shows as Available credit under Customer credit in the Details panel on their page, with every change under it.
Two ways credit is added
Step 1: They paid more than the bill
In New payment, enter what they handed over and tick Keep anything over the balance as customer credit. The whole amount is recorded, so the drawer counts it. The bill is paid, and the extra goes on their account. Leave the box unticked and an amount over the balance is refused, as it always was.
Step 2: A refund goes on their account
On the order, open Refund… under a payment, pick Customer credit instead of Money back, give a reason, and press Record refund. No money leaves the drawer. The bill reopens by that amount, the same as any refund.
Nothing adds credit on its own. No automatic message, import or assistant can add it or spend it. Adding it needs the key that takes a payment or the key that gives money back.
Using credit on an invoice
When the customer has credit, New payment on their order shows one more payment type, Customer credit, with the amount they have. Pick it, enter how much to use, and press Take payment. It shows on the bill and in the customer's portal like any payment, named Customer credit. Money moved off a bill reads Moved to your credit, and the bill says how much credit they still hold.
- You can use up to the smaller of what the bill still owes and what the customer has. Anything more is refused, not trimmed.
- Credit cannot pay a tip. Take the tip as its own payment.
- Credit used by mistake goes back to the customer's credit with a refund. It is never handed out as cash.
Taking credit back
If credit was added by mistake, open Void unused credit… under it in the history, enter the amount and a reason, and press Void credit. You can only void what has not been used. It needs the key that gives money back, and it moves no money: if the customer is owed money, refund their payment instead.
How the reports count it
The money is counted once, on the day it was taken. End of Day, the drawer's Z-report, Reports that add up payments, and the totals on the payments list all leave customer credit out. Using credit is a transfer from the customer's account, not new money in. Bills and balances still count it, because it really does pay them. The Payments report lists credit on a bill in its own Customer credit column, outside Amount, so an invoice's rows add up to its Remaining.