Customer Credit Report

Everything you need to know about Customer Credit Report

Keeping track of customer store credits is simple with Appliance.io’s Customer Credit Report. This tool gives you a clear view of credits created for your customers — whether from returns, refunds, or repayments — so you can manage balances with ease.

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💡 What is Customer Credit?

Customer credit acts like a loyalty tool for your store. It’s typically created when:

• A customer makes a return

• A refund is issued

• A repayment is made using customer credit

The balance shown in the report represents the total amount available to each customer.

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📍 How to Access the Report

• From the sidebar, click Reports

• Scroll down and select Customer Credit Report

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🔍 Filters

You’ll have one key filter to work with:

• Date Issued → View credits created within a chosen date range

👉 Need to clear your selection? Just hit Reset Filter.

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📤 Exporting the Report

Want a copy? Simply click Export to download the report as a CSV file. ⚠️ Remember: exports only reflect the filters you currently have applied.

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📑 Report Details

The report shows:

• Customer or Company Name

• Date Issued

• Credit Amount

At the top, you’ll also see the total amount of customer credits across all customers.

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👤 Customer Profile

Want more context? Click the small external link icon next to a customer’s name to open their Customer Profile.

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📂 Customer Credit History

Inside the profile, expand the Customer Credit dropdown to see the full history, including:

• Order Number

• Salesperson

• Amount

• Type

• Status

• Notes

• Date

This gives you complete visibility into how credits were created and used.

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🎉 That’s It!

With the Customer Credit Report, you can easily track, export, and manage store credits — keeping your customer balances accurate and your reporting crystal clear.