Customer Credits
Managing Customer Credits helps you accurately track credits issued and used, maintain up-to-date customer accounts, and ensure credits are applied correctly.
Customer Credits allow you to manage credit amounts applied to customer accounts in Supply’d. Keeping credits organised helps ensure adjustments and other account credits are accurately recorded and applied to the correct customer.
This document explains how to view, add and manage Customer Credits in Supply’d.
The Customer Credits Tab
The Credits tab on a customer’s page lists the credits associated with the customer, providing a central location to view and manage customer credits and related information.
To view a customer's credits:
Select Customers from the main menu
Select a customer to open their details.
Go to the Credits tab.
👉 The Customers page and the options available in the Customers list are explained in The Customers Page document.
Customer Credits have colour-coded statuses for easy identification:
- The customer credit is active and available to be applied to a future order.
- The customer credit has been applied to a transaction and is no longer available for use.
Click on a credit to open and view its details.
Adding a Credit
Credit Details
Credit Amount* [required field]
The amount you wish to allocate as credit to the customer.
Location
Select the location this credit is applicable for, if any.
Credits can be allocated to a specific location. When an order is placed for that location, the credit will be automatically applied. If no location is selected, the credit will be used as a general credit for the customer’s next order.
Notes* [required field]
Add any details about what this credit is for. This will be used for you to reference the credit and will also be visible to the customer.
Notify Customer
Choose whether or not to notify the customer via email of the credit being applied.
Credit Expiry
Set Expiry
Choose whether or not this credit should have a set expiry.
When Yes is selected, an additional field - Expiry Date - will appear.
Expiry Date
Select the date you wish for this credit to expire.
Credits will be automatically applied to the customer’s next order, based on the expiry settings.
Downloading a Credit Summary
A Customer Credit Summary provides a record of the credit issued to the customer, including the credit amount, any amounts already used, customer details, reason for the credit, and relevant transaction information. It provides a clear reference for the credit that you can download, view, save, print, or share.
Select the customer whose Credit Summary you would like to download:
Select Customers from the main menu.
Select the customer.
Select the Credit you would like to download a summary for:
Go to the Credit tab.
Select the Credit.
Click the 3 dots on the top right and select Download, then Credit Summary.
The Credit Summary will be generated.
Editing a Credit
Select the customer whose Credit you would like to edit:
Select Customers from the main menu.
Select the customer.
Select the Credit you would like to edit:
Go to the Credit tab.
Select the credit.
Click the 3 dots on the top right and select Edit Credit.
The Edit Customer Credit form will open.
Click 
to apply the changes.
Removing a Credit
Select the customer whose Credit you would like to remove:
Select Customers from the main menu.
Select the customer.
Select the Credit you would like to remove:
Go to the Credit tab.
Select the Credit.
Click the 3 dots on the top right and select Remove Credit.
You will be asked to confirm.
Click 
.
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