Credits & Adjustments
Credits and adjustments let you modify what customers owe without creating complex workarounds.
When should I read this?
Read this if you need to issue refunds, apply promotional credits, or adjust invoice amounts.
Types of adjustments
Account credits
A balance added to a customer's account that automatically applies to future invoices.
- Use case: Promotional credits, goodwill gestures
- Behavior: Reduces next invoice amount
Invoice adjustments
Direct modifications to a specific invoice.
- Use case: Correct billing errors, apply one-time discounts
- Behavior: Changes the invoice total
Coupons
Predefined discounts that can be applied to subscriptions.
- Use case: Promotional campaigns, partner discounts
- Behavior: Percentage or fixed amount off
Applying credits
Credits can be applied:
| Method | Description |
|---|---|
| Account-level | Applied automatically to future invoices |
| Invoice-level | Applied to a specific invoice |
| Subscription-level | Applied as a recurring discount |
Credit behavior
- Credits reduce the amount due
- If credit exceeds invoice total, remainder stays on account
- Credits are applied before payment is collected
Common scenarios
| Scenario | Solution |
|---|---|
| Customer overpaid | Add account credit |
| Billing error | Adjust invoice |
| Promotional offer | Apply coupon to subscription |
| Partial refund | Credit the difference |