The Credit / Balance tab on a customer profile shows any account credit or balance associated with that customer — such as prepaid amounts, overpayments that were credited back, or store credit issued after a refund.
How to Access
Click Customers in the left sidebar.
Open the customer profile.
Click the Credit / Balance tab.
What the Tab Shows
Current Balance — The total credit currently on account for this customer.
Balance History — A log of every credit addition and deduction, including the date, amount, and reason for each movement.
Outstanding Balance — Any amount owed by the customer to your business (unpaid invoices or account balance due).
How Credits Are Applied
When a customer with a credit balance is added to an invoice or transaction, WIZniche POS can automatically apply the available credit toward the amount due — reducing what the customer needs to pay. The credit is deducted from their balance when applied.
Adding or Adjusting Credit
Credit can be added to a customer's balance through:
Refunds processed as store credit rather than returning to the original payment method
Overpayments on invoices that are credited back to the account
Manual credit adjustments made by an admin from this tab
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.