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 >
1. Go to Reports > Credits > Credit Summary.
2. Click Generate Report.
3. Click Export as CSV to download your report.
Below are the columns that are in the Credit Summary report.
Customer Number |
The number assigned to the customer in the admin panel. |
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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. |