How to Adjust a Customer Credit
Store credit is a balance on a customer’s account that they can put toward future orders at your business. From the Business Manager you can add credit, reduce it, or remove it entirely, and every change is logged with the reason and the team member who made it.
Before you start
You need Business Owner or Business Admin access in the Business Manager.
Store credit is separate from a refund: credit is spendable balance on the customer’s account, while a refund returns money to their original payment method.
Credit lives on the customer’s account across your business, so it’s available at any of your stores.
Adjust a customer’s credit
In the Business Manager, open the Customers tab in the left-side panel.
Click the customer you want to adjust.
Open Available Credit.
Click Adjust Credit.
Enter the amount to add or remove, choose a reason (required when adding credit), add an optional note, then save.
What you can see
On the credit screen you can see which team member issued or used a credit, the reason it was added or removed, adjust the balance, or remove a credit entirely. Every change is attributed and timestamped, so you have a full history for the customer.
Troubleshooting
“Customer credit amount can not be negative”?
You’re trying to remove more credit than the customer has. You can only reduce credit down to $0, so check their Available Credit balance first.
Can’t save the adjustment?
Adding credit requires a reason, and the amount must be between $0.01 and $10,000. Pick a reason and keep the amount in range.
Added credit but the customer’s open order didn’t change?
Adjusting credit updates their account balance only; it doesn’t apply to an existing order. The credit is available to use on their next order, or you can apply it at checkout.
Customer expected the money back on their card?
That’s a refund, not a credit. Credit is spendable balance on their account; to return money to the original payment method, issue a refund instead.
Don’t see Adjust Credit?
You need Business Owner or Business Admin access. Ask an admin on your account if the option isn’t available to you.
Need assistance?
Feel free to text our Cents Support team at 888-302-8809.