A customer credit is a stored-value balance tied to a customer's account — money you owe them, applied against future invoices in Receivables. There's no "Customer credit" tender at POS checkout; credits live on the customer record and draw down through the Receivables flow.
In the POS mode, open Receivables in the left tab. The Credits top tab lists every outstanding credit across all customers. To see one customer's credit balance, open their detail page and look at the Balance tab — the aging row shows a Credits bucket on the far right with the total stored-value on file.
A customer credit is a negative-balance line item attached to a Customer. Rundoo holds the money on their behalf, and the balance applies against the customer's next bill payment in Receivables. Credits have two origins:
Credit to add field. See Bill payments.Credit to add and entering an amount with a note.Every credit gets a unique ID ending in -B (bill-payment origin) and shows up in two places: the company-wide Receivables > Credits list, and on the customer's Balance tab in the Credits aging bucket. The credit applies as the customer pays down outstanding invoices through Receivables — Original is the full issued amount, Allocated is what's been applied so far, Balance is what's left.
Customer credit is not the same as a charge-account balance reduction. Charge account is credit you extended to the customer (they owe you); customer credit is money you owe them. Don't let the shared word "credit" conflate them.
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Refunds don't issue customer credit directly. The refund tender selector on a return offers Card, Cash, Charge account, Check, Gift card, E-commerce, and Deposit — there's no Customer credit option. If a customer wants store credit instead of money back, refund to Charge account (credits their AR balance) or refund to Cash/Check and manually issue a credit on their account via Receivables > Payment (covered below under Issuing a misc credit / credit on account).
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Open the customer from Customers in the left tab, then click the Balance top tab. The aging row at the top summarizes where their money sits — the Credits bucket on the far right shows the total stored-value balance across every unallocated or partially-allocated credit on the account.
If Credits reads $0.00, the customer has no credits on file. Non-zero means there's something to spend.
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Credits live on the customer, not on a job. Even when an invoice is scoped to a specific Job, the credit pool it draws from is on the parent customer. There's no per-job balance.
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For the full audit trail — every credit, every debit, the order they were applied — click the History sub-tab (covered below under Credit transaction history).
💡 The company-wide list of every outstanding credit (across all customers) lives at Receivables > Credits. Useful when you're reconciling AR and want to see which credits are floating around, sorted by customer or date.
A misc credit (also called a credit on account or stored-value credit) is issued through the bill payment flow — there's no separate "Issue credit" screen. Skip the payment side, enable Credit to add, select Write off as the tender, and you've issued a standalone credit on the customer's account with no money changing hands.
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Common use case: applying a discount that the check doesn't cover. When a charge-account customer pays by check but is entitled to a percentage discount, their check is short of the invoice total by the discount amount. To balance the books without a refund or product return, issue a credit on account for the discount amount and select Write off as the tender — the customer owes nothing extra, the discount lands on their account as store credit they can spend on a future bill payment, and the books reconcile.
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