Customer Fund / Credit Management

What are customer funds/customer credit?

Customer Funds or Customer Credit in YoPrint function like an e-wallet, allowing you to issue credit to a customer, which can then be applied toward an order as needed.

Note: In this case, the customer we will use is YoPrint & Friends.

How to Add or Remove Credit

Navigate to the Customer Detail Page and double-click on the customer.
Once the Customer edit dialog pops up, click on Adjust Fund.
Select the transaction type: Deposit to add credit or Withdraw to remove credit.
Enter the Amount
Click Deposit/Withdraw to update the customer’s credit balance.

What is Fund History?

The Fund History section displays all transactions related to a customer’s credit, including:

Deposits
Withdrawals
Adjustments

This record helps you track and review credit activities for accurate bookkeeping.

How to issue a credit in a Sales Order?

In case of defects or other unforeseen circumstances, you may want to issue a credit. In this section, we will walk you through how to do it.

Start by Adjusting the Invoice Amount

Before issuing a credit, you'll need to adjust the order total so our system detects an overpayment. You can do this by either reducing the order quantity or applying a discount for the defects.

Reduce the Quantity

If items are defective or missing, adjust the invoice by reducing the quantity of the affected items.
This will lower the total invoice amount, ensuring it’s less than the total amount paid.
The remaining balance can then be issued as a credit for the customer to use on their next order.

To reduce the quantity, go to the Sales Order page and click on Live Edit.
Update the quantity on the line item you wish to make the adjustment

Apply a Discount

Alternatively, apply a discount to the invoice equivalent to the value of the defective or missing items.
This will reduce the total invoice amount and will allow credit to be issued.

To apply a discount, go to the Sales Order page and double-click on the Invoice.
On the Edit Invoice dialog, click on Live Edit.
Click on Add Discount and choose Value Discount
A new Discount Line item will be created. It is also where you can specify what the discount is for and what is the discount amount. You can click Close once the description and amount are filled out.

Issuing a credit

Navigate to the Sales order page, click on '+' beside Payments then select Issue Credit.
On the Issue Customer Credit dialog, choose whether you are issuing full credit or partial credit. Put the amount and click on Create.

How to use a credit?

You can also apply the credit directly to the order by selecting Apply Credit when finalizing the payment (this is only available when there is an available credit on the account.)

Note: This option is only available if the customer hasn't made any payment yet or if a balance is still due after a partial payment.

Go to Sales Order page, click on '+' beside Payments then select Apply Credit.
Choose whether Deposit, Full Amount, or Custom is the credit you want to apply before you click Create.

How the credit shows up in the customer portal

In the YoPrint Customer Portal, customers can view their available credit balance, which shows the total amount they can use for future orders.

Note: Customers cannot directly apply their credit during checkout. Instead, the business will need to manually apply the credit when processing the order.

FAQ

Can I manually adjust the customer’s credit?

Yes, you can manually deposit or withdraw funds through the Adjust Fund feature on the Customer Detail Page.

What happens when I void an order?

If an order is voided after payment, the amount paid will automatically be transferred into the customer’s available credit.

Can customers use credit for partial payments?

Yes, while customers can't apply credit for partial payments themselves, you can do it on their behalf. You can apply their available credit, and they can pay the remaining balance using another payment method.

Where can customers check their credit balance?

Customers can view their credit balance and transaction history in the YoPrint Customer Portal.

Can I refund a customer's credit balance?

Yes, you can withdraw the credit amount by selecting Withdraw in the Adjust Fund section and then process the refund externally.

Is there a limit to how much credit a customer can have?

No, YoPrint does not enforce a limit on the amount of credit a customer can hold.

Will customers be notified when their credit is updated?

Currently, YoPrint does not send automatic notifications for credit updates. It's recommended to inform customers manually if necessary.