Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.salesbricks.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Overview

Credit pools give you a flexible way to manage customer-level credits. Credits can be manually granted to a customer as part of a commercial agreement, a goodwill gesture, or a joining incentive and are automatically applied to invoices as they are issued. You can also apply credits manually to existing outstanding invoices at any time. All credit activity is tracked in a running transaction log on the customer’s Credits tab, giving your team full visibility into what was granted, when, and which invoices it was applied to.

​
Accessing the Credits tab

Credits are managed at the customer level. To view a customer’s credit pool, go to Customers, select the customer, and click the Credits tab. The Credits tab shows:
  • Credit balance — the current available credit balance in the top-right panel.
  • Transaction log — a full history of all credit activity, including credits added and credits applied to invoices. Each entry shows the date, type, transaction direction (Credit or Debit), amount, description, and the related invoice if applicable.
Credits tab showing credit balance and transaction log

​
Adding a credit manually

  1. From the Credits tab, click Add credit + in the top-right corner.
  2. In the New credit panel, enter the Amount and an optional Description (e.g. “Joining credits” or “Goodwill adjustment”).
  3. Click Create.
New credit panel with amount and description fields
Once created, the credit appears in the transaction log as a Manual adjustment with a Credit badge, and the credit balance updates immediately.

​
Applying credits to invoices

​
Automatic application

Credits are automatically applied to new invoices as they are issued. Salesbricks deducts the available credit balance from the invoice amount when the invoice is generated.

​
Manual application to outstanding invoices

If the customer already has outstanding invoices, you can apply the credit balance to them manually. After adding a new credit, Salesbricks will prompt you with “Apply credits to outstanding invoices?” You can also trigger this at any time by clicking Apply to invoices in the credit balance panel. The modal shows a breakdown of how the credits will be applied across outstanding invoices, starting with the oldest first:
  • Invoice — the invoice the credit will be applied to
  • Current — the current outstanding balance on the invoice
  • Credit — the amount of credit being applied
  • After — the remaining balance after the credit is applied
It also shows the total Outstanding balance, Available credits, Credits to be applied, and Remaining credit balance after the application.
Apply credits to outstanding invoices modal
Click Apply credits to confirm. The credits are applied starting with the oldest outstanding invoice and working forward until the available balance is exhausted.
If the credit balance is less than the total outstanding amount, it will be applied across multiple invoices in chronological order until the balance reaches $0.00.