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.
📍 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.
💵 Creating Customer Credit from a Return
Go to the customer’s Order page
Click Select Action → Start Return
Complete the return form:
Select returned items
Confirm Fulfillment Type (delivery/install options)
Add Reason for Return
Change Payment Method → Customer Credit
Hit Refund Payment
🎉 The return is complete, and credit is added automatically!
📊 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.
💸 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.
✏️ Editing Customer Credit
If the balance looks incorrect:
Click Edit
Enter the correct amount
Hit Save
Simple and fast!
🛒 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.
🎉 You’re Ready!
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.