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Overview

The Customer Credit Balance Report shows all outstanding credits a Business has issued to its customers. Customer credits are created when payments exceed the balance of an Invoice, or when a Refund is issued as a credit rather than cash. These credits can later be applied to future Invoices. Key components:
  • Total Credits – The total dollar value of credits issued to a customer.
  • Total Applied Credits – The portion of credits already used against Invoices.
  • Total Available Credits – The remaining credits that can still be applied.
This report helps Businesses track liabilities to customers and ensure credits are properly managed and applied.

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How to Generate a Customer Credit Balance Report

  1. Call the Retrieve the Customer Credit Balance Report endpoint with:
    • Business ID
  2. Use the response to present customer-level credit balances:
    • Customer ID – Unique identifier for the customer.
    • Customer Name – Display name of the customer.
    • Total Credits – Value of all credits ever issued to this customer.
    • Total Applied Credits – Credits already applied to Invoices.
    • Total Available Credits – Credits still available to be applied.

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Customer Credit Report Use Cases

  • Highlight Available Credits – The total_available_credits field represents actionable credits that can be applied to reduce future Invoice payments.
  • Apply to New Invoices – Credits can be applied when Invoices are created using the Create an Invoice endpoint.
  • Monitor Liability Exposure – Credits represent an obligation of the Business. Regularly reviewing this report ensures liabilities to customers are properly accounted for.
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