- Old Reports
- Credits
- Credit Transactions
Credit Transactions
This page documents an older/sunset version of our reporting tools - for documentation on the latest version click here.
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 > Credits > Credit Transactions.
2. Enter the date range you wish to report on [From Date and To Date]. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia.
2. Click Generate Report.
3. Click Export as CSV to download your report.
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. |