Customer Balance

Each customer account can have credit or debit adjustments that can be applied to future invoices. Multiple credits and debits can be added to the customer balance which would sum up to the total balance available on the customer's account. A credit (-) (meaning you owe them money) or a debit (+) (meaning they owe you money).

Credits

Offline Payments

Offline payments made by customers credit the customer's balance. As you can see in the image below, an offline payment of $100 created a negative customer balance on the customer's account. Offline payments can be used when a customer pays in cash, check or any other form of payment that will not be recorded via the platform.

Canceling a subscription

When canceling a subscription, you will get prompted to either refund the customer the remaining amount of the subscription on his credit card or his customer balance.

  • Credit card: An online refund will be issued and the customer will receive the refund on his credit card.

  • Customer balance: A credit customer balance transaction will be created on the customer's balance and this will be available for the customer to use on any sub-sequent invoice.

Debits

Invoice Payment

When a customer balance is applied to an invoice, a debit is created to the customer balance. If a customer has a credit balance in his customer balance, any subsequent invoice created for a customer will be paid by the customer's balance in full or partially. The customer balance is always prioritized against new invoices, the balance of any amount left on the invoice after the customer balance was paid will either remain open or be charged on the default payment method on file. As shown below, after creating a subscription with a $10 plan and a quantity of 5, a total of $50 was debited from the customer's balance.

As you can see in the invoice, the $100 customer balance was applied to the invoice, however, only $50 was used on the invoice.

Refunds

Refunding an offline payment will create a debit as an adjustment. The customer balance adjustment will be created automatically and the charge will be marked as refunded offline. It will be your responsibility to issue an offline refund to the customer either by cheque or by cash for example.

Updated 2 months ago

Customer Balance


Each customer account can have credit or debit adjustments that can be applied to future invoices. Multiple credits and debits can be added to the customer balance which would sum up to the total balance available on the customer's account. A credit (-) (meaning you owe them money) or a debit (+) (meaning they owe you money).

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