Customer Portal - Credits

The Credits module in the customer portal provides customers with a clear and organized overview of all credit memos associated with their accounts. This module allows users to efficiently monitor their available credits, track the status of credit transactions, and utilize these credits to offset payments on outstanding invoices. With its user-friendly interface, the Credits Module ensures that customers have full visibility and control over their credit balances, supporting effective financial management.

Credits Fields

Field	Description
Ref#	The field displays the unique identifier number assigned to the credit memo.
Date	This field shows the date when the invoice was generated.
Status	This field indicates the current state of the invoice.
Total	This field displays the total amount of the credit issued to the customer. This represents the full value of the credit memo.
Unused	This field displays the remaining amount of the credit that has not yet been applied to any invoices. This field shows the portion of the total credit that is still available for future use.

Credits Module Filters

The Credits module in the customer portal includes a range of filters that allow users to refine and tailor the display of credit data according to specific criteria.

To access the filters, click on the "Grid" icon located at the top-left corner of the module.

Once the filters panel is open, you can use the following option:

• Date Filter: Use this filter to search for credits issued within a particular time frame. Users can set a start and end date to view credits issued within that period, making it easy to track financial activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the credit data accordingly.

Additionally, you can also filter the deposits by status. Select the status of the credits from the "Status" dropdown and hit the "Refresh" icon to filter the results.

Credits Module Options

• Print: This option allows you to print and download the selected credit memos.

Header Level Icons

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.