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Credits

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Overview

You can create credits to reduce a customer's current or future account balance as a good will gesture or for other business reasons. If you issue a refund and choose not to void the corresponding invoice or if you missed the refund deadline, you may choose to issue a credit to a customer in the amount of the invoice. This will settle the customer's outstanding balance on the invoice.

There are two types of credits that you may issue:

  • Service Credits
    A service credit is applied against future invoices and does not affect a customer's current outstanding balance.
  • Cash Credits
    A cash credit is applied immediately and reduces a customer's current outstanding balance.

 


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