- Reports
- Product Reports
- Credits
Credits Reports
More information on how to manage 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 both a current balance report (Credit Summary) and a detailed Credit Transaction report to view and manage customers with credits saved on account.
Credit Summary: The Credit Summary report allows you to view the initial and current credit balance of all customers who have credits on file. Learn More >
Credit Transactions: The Credit Transactions report gives you a detailed summary of all credit transactions (Additions, Subtractions, Order transactions) for a given date range. Learn More >
Credit Summary
The Credit Summary report allows you to view the start and current credit balance of all customers who have credits on file.
Running The Report: Learn where to find the report and how to run it. Learn More >
Credit Summary CSV: Learn what columns are included in the Credit Summary report. Learn More >
Manage Customer Credits: Learn how to review the credit balance that a customer has on file and how to manually add or subtract funds. Learn More >
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 attached to the customer's account. |
| Last Name | The last name attached to the customer's account. |
| The email address attached to the customer's account. | |
| Initial | The initial credit balance the was started for the customer. |
| Balance | The remaining balance that the customer has on file. |
Credit Transactions
Running The Report: Learn where to find the report and how to run it. Learn More >
Credit Transactions CSV: Learn what columns are included in the Credit Transactions report. Learn More >
Manage Customer Credits: Learn how to review the credit balance that a customer has on file and how to manually add or subtract funds. Learn More >
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 Summary 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 name attached to the customer's account. |
| The email address attached to the customer's account. | |
| Order Number |
If the transaction was created by an order, then the Order Number will populate here. *Manual transactions through the Manage Credits section within a customer account will not include an Order Number. |
| Notes | Any notes that were added by an admin user 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. |