Credits Reports
- 29 Mar 2023
- 1 Minute to read
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Credits Reports
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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More information on managing credits on a customer's account, including the ability to manually add or subtract funds, can be found in the Manage Credits Documentation.
The credit reports allow you to run a current balance report (Credit Summary) and a detailed Credit Transaction report to view and manage customers with credits saved on the account. The Credit Summary report lets you view all customers' start and current credit balances with credits on file.
Credit Summary
Running The Report
1. Go to Reports > Product > Credit Summary.
2. Click View to generate your results.
3. Click Export to have your report emailed to you for download.
Credit Summary CSV
Below are the columns that are in the Credit Summary report.
| Customer Number | The number assigned to the customer in the admin panel. |
|---|---|
| First Name | The first name is attached to the customer's account. |
| Last Name | The last name is attached to the customer's account. |
| The email address is attached to the customer's account. | |
| Initial | The initial credit balance was started for the customer. |
| Balance | The remaining balance that the customer has on file. |
Credit Transactions
Running The Report
1. Go to Reports > Product > Credit Transactions.
2. Enter the date range you wish to report on.
3. Click View to generate your results.
4. Click Export to have your report emailed to you for download.
Credit Transactions CSV
Below are the columns that are in the Credit Transactions report.
| Date | The date that the credit transaction took place. |
|---|---|
| Customer Number | The number assigned to the customer in the admin panel. |
| Name | The combined first & last names are attached to the customer's account. |
| The email address is attached to the customer's account. | |
| Order Number | The Order Number will populate here if an order is created for the transaction. *Manual transactions through the Manage Credits section within a customer account will not include an Order Number. |
| Notes | Any notes an admin user adds when creating a manual credit transaction under the Manage Credits section within a customer account. |
| Amount | The dollar amount for the credit transaction, either positive or negative. |
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