Track Sales And Public ListingsAbout 10 minutes

Keep Customer Credit And Coupon Notes From Being Forgotten

Maintain a contact-level credit balance and coupon history without changing sale totals automatically.

What This Helps You Do

Maintain a contact-level credit balance and coupon history without changing sale totals automatically.

Estimated Time

About 10 minutes

Exact Navigation Path
Desktop

Desktop: Open the section related to "Keep Customer Credit And Coupon Notes From Being Forgotten" from the left sidebar.

Mobile

Mobile: Tap the menu button, then open the section related to "Keep Customer Credit And Coupon Notes From Being Forgotten".

Before You Start
  • Create the customer as a Sales contact first.
customer creditcouponledgercontactbalance

Overview

  • The customer ledger is a dated memory aid attached to a contact. Credit adjustments calculate a balance, while coupons retain their value and status.

When To Use

  • A customer has money credit, a promised discount, or a coupon you do not want to forget.

Step-By-Step Guide

1

Step 1

Follow this action exactly in the Keep Customer Credit And Coupon Notes From Being Forgotten workflow.

1.1 Do this

Open Sales & Finances → Contacts and choose the Credit balance button beside the customer.

What You Should See
  • The page should remain in the same workflow and be ready for the next step.
You Should Now Have
  • You should be ready to continue to the next step.
2

Step 2

2.1 Do this

Use Add credit for credit owed to the customer, or Credit used / removed for a negative adjustment. The current balance is the sum of those dated entries.

What You Should See
  • The page should remain in the same workflow and be ready for the next step.
You Should Now Have
  • You should be ready to continue to the next step.
3

Step 3

3.1 Do this

Choose Coupon to record a fixed or percentage discount, optional code and expiration, then update its status to Used, Expired, or Void when appropriate.

What You Should See
  • The page should remain in the same workflow and be ready for the next step.
You Should Now Have
  • You should be ready to continue to the next step.
4

Step 4

4.1 Do this

Optionally link an entry to a sale for context. The ledger never changes the sale price, payments, or reports automatically.

What You Should See
  • The page should remain in the same workflow and be ready for the next step.
You Should Now Have
  • You should be ready to continue to the next step.
5

Step 5

5.1 Do this

Turn the ledger display off under Profile → Customize Your Experience → Sales contacts when you do not use it; saved entries remain intact.

What You Should See
  • The contact shows a current credit balance and a chronological coupon and adjustment history.
You Should Now Have
  • The contact shows a current credit balance and a chronological coupon and adjustment history.

You're Done When

  • The contact shows a current credit balance and a chronological coupon and adjustment history.

Common Mistakes

  • Expecting a ledger entry to apply itself to a sale.
  • Entering credit use as a positive adjustment instead of Credit used / removed.

When To Contact Support

  • The workflow does not match the guide even after you confirm you are in the correct section.
  • Saving or loading fails repeatedly in this area of the app.

Related Guides

Manage customer contacts
Log the related sale
Record actual money received or refunded

Still Stuck?

If the guide got you close but the app still does not match what this tutorial says should happen, contact support and mention the article title, the exact step where you got stuck, and what you saw instead.

Contact SupportBack To Help Center