Customer Credit

Everything you need to know about Customer Credit

Customer Credit in Appliance.io works like a built-in wallet for your customers. It keeps track of balances and transaction history — making it easier to manage accounts, process refunds, and apply credits toward future purchases. It’s transparent, flexible, and helps you keep financial records in check.

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📍 Where to Find Customer Credit

Head to your customer’s profile page. There, you’ll see:

• Available Customer Credit balance

• A dropdown with their full credit history

👉 If the history is empty, you can start by creating credit.

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💵 Creating Customer Credit from a Return

1. Go to the customer’s Order page

2. Click Select Action → Start Return

3. Complete the return form:

• Select returned items

• Confirm Fulfillment Type (delivery/install options)

• Add Reason for Return

• Change Payment Method → Customer Credit

4. Hit Refund Payment

🎉 The return is complete, and credit is added automatically!

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📊 Checking Credit Balance Updates

• Go back to the customer’s profile

• The updated balance will show immediately

• Open the dropdown to see the new transaction logged in the history.

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💸 Refunding Customer Credit

You can also refund credits to customers:

• Click Refund → choose Check, Cash, or AIO Pay

⚡ AIO Pay Rules:

• If the customer paid with AIO Pay originally, credits can be refunded through it

• If not, AIO Pay can’t be used

• Make sure your AIO Pay balance has funds → check in the Transaction tab of the AIO Pay Payout Report.

Once confirmed, the system updates both balance and history automatically.

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✏️ Editing Customer Credit

If the balance looks incorrect:

1. Click Edit

2. Enter the correct amount

3. Hit Save

Simple and fast!

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🛒 Using Customer Credit on New Orders

When a customer places a new order, you’ll see a banner on the Order page if credits are available.

Options include:

• Apply All Credit

• Apply 50% Down

• Pay in Full (if credits cover the total)

Hit Apply Credit → and the order total will update instantly, just like applying a discount.

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🎉 You’re All Set!

That’s everything you need to know about issuing, refunding, editing, and using Customer Credit in Appliance.io. With this tool, you’ll give customers flexibility while keeping your records clear and easy to manage.