Track customer credit and advances
See every customer holding store credit or an advance payment with you.
Open the Credit Tracker
Go to Get Paid → Credit Tracker to see the credit you hold for customers — the total credit owed, advance payments received, and how many customers hold credit. (To chase people who owe you, use Debtors instead.)
Filter and search
Narrow the list to a single entity or location if you run more than one, or search for a customer by name.
Open a customer or export
Tap a customer to open their profile, where you can apply or settle their credit, or Export the full list for your records.