Create & allocate a sales credit

A sales credit is a customer credit memo — money you owe a customer back, whether for returned goods, a price adjustment, a rebate, or an overpayment. It's the money half of a return; the RMA is the physical half. Once a credit is open, you allocate it against the customer's unpaid orders — reducing what they owe.

Before you begin

• The customer (and, if you're crediting an order, the sales order) should already exist.
• Sales credits for Shopify orders can't be created here — those come back through Shopify refunds.

Create the credit

1. Go to Orders → Sales Credits and click Create Sales Credit.
2. Optionally pick the Sales Order — that locks the Customer, Store, and Currency to match it. If there's no order, pick the Customer directly.
3. Set the Credit Date (defaults to today) and, if prices include tax, tick Tax Included. Click Create. The credit opens as SC-00001.
4. On the credit's Lines tab, build what's being credited: Add All from Order pulls the order's lines, or Add Custom Line records an adjustment or rebate. You can't credit more than a line's remaining creditable quantity.

A credit's status runs Draft → Open → Closed — it opens for allocation, and closes once it's fully applied or refunded. The Payments tab records any cash or card refund paid straight back to the customer.

Allocate it against what the customer owes

Allocation happens on the customer's page, not the credit:

1. Open the customer (Contacts → Customers) and find the Open Sales Credits card.
2. Click Allocate on the credit. The Allocate Sales Credit dialog lists the customer's unpaid orders with their Due amounts.
3. Enter how much to apply to each order (or click Max), then Allocate. Each allocation posts a credit payment that reduces the order's balance due; when the credit is fully applied it flips to Closed.

The credit shows on the customer's balance until it's used up. To reverse an allocation, remove it from the same card (blocked once it's synced to your accounting integration).

Next steps

• Process a customer return (RMA) — the physical return that a return-driven credit pairs with.
• Create & edit a customer — where open credits and balances live.

Video transcript

A sales credit is money you owe a customer back — for a return, a price adjustment, or a rebate. Create one from the customer, or from the order it relates to. The credit opens ready to build. Pull the lines straight from the order, or add a custom adjustment — then allocate it against what the customer still owes.