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.
💡 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.
📍 How to Access the Report
From the sidebar, click Reports
Scroll down and select Customer Credit Report
🔍 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.
📤 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.
📑 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.
👤 Customer Profile
Want more context? Click the small external link icon next to a customer’s name to open their Customer Profile.
📂 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.
🎉 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.