A customer credit is stored-value balance tied to a customer's account — money you owe them that spends like a tender on a future sale, without ever touching cash or cards.

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.

How customer credits work

A customer credit is a negative-balance line item attached to a Customer. Rundoo holds the money on their behalf, and the balance draws down the next time the customer shops. Credits have three origins:

• Refunds to store credit — a cashier returns items and picks Customer credit as the refund tender instead of cash or card. See Refunds.
• Overpayments on a bill payment — a charge-account customer hands over a check for more than they owe. The overage becomes a credit via the Credit to add field. See Bill payments.
• Issued manually during a bill payment — you can attach a customer, skip the payment side entirely, and create a credit from scratch by toggling Credit to add and entering an amount with a note.

Every credit gets a unique ID (ending in -B for bill-payment origin, -R for return origin) and shows up in two places: the company-wide Receivables > Credits list, and the customer's Balance > History tab. The credit draws down as the customer spends it — Original is the full issued amount, Allocated is what's been spent 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.

Viewing a customer's credit balance

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.

<aside> 💡

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.

</aside>

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.

Issuing a credit manually

Credits in Rundoo are created through the bill payment flow — there's no separate "Issue credit" screen. Skip the payment side, enable Credit to add, and you've issued a standalone credit.

In the POS > Receivables > Payment tab: