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How credits are applied

This article :: credits.epi.run  

The intent of this article is to outline how credits are applied to your account.

Contents

General

Credits are applied to open invoices before payment is attempted on other payment methods stored on file (e.g. Credit Card, ACH).

The amount is transacted from the oldest open invoice first, and the credit balance applied to each subsequent invoice in chronological order.

Direct customer

Credits are applied for the amounts specified

Check your current credit balance by doing the following:

  1. Log in to your account
  2. Tap Settings within the left sidebar
  3. Your credits amount is listed in the top left corner

Reseller

Follow the directions within the how to apply credits to customer accounts article listed below.

Issue credits to a customer  

Staff

Check the user type

Credits requested on Reseller Customer accounts have a related transaction on the Reseller Account.

Issue credits to Customers or Reseller Customers

This action is done on the Edit User Page.

  1. Tap Users in left sidebar
  2. Search for User ID or User Name
  3. Tap on User record and proceed to the Edit User Page
  4. Tap Modify button and make adjustment to credit balance

Issue credits Resellers

This action is done on the Edit Websites Page.

  1. Tap Resellers in left sidebar
  2. Search for Reseller
  3. Tap on User record and proceed to the Edit User Page
  4. Tap Modify button and make adjustment to credit balance

FAQ’s

  • Why did I receive a credit rather than a refund to my account?

Refund credits are faster and easier to reconcile. The credits within your account will be used before any other payment method to pay future invoices. It’s the best and easiest method for both parties.


  • Reseller: Can I issue discounts to my customers?

Yes. You can apply discounts to customers inside your admin dashboard.


  • How are discounts applied to my account different than credits?

Discounts are applied to open invoices, while credits are applied to your account for future use.

Updated on May 8, 2020

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