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Credits

Credits are a balance that can be applied when a customer pays for service—like a gift card or prepaid balance on their account.

How credits work​

  • Credits are stored per customer (per user in the system).
  • When you’re recording payment—for example on an invoice or receipt—you can apply that customer’s credit balance toward what they owe.
  • The applied amount reduces their credit balance and the amount due.

Credits are often used together with a gift card or prepay option on your website: when someone buys credit there, it can be added to their account in Service Scout.

Managing credits​

  • Open Credits in the menu to see and manage customer credit balances—for example to add credit, adjust it, or check a balance.

If you don’t see Credits, your role may not include access; ask your admin.

Typical flow​

  1. A job is done and you generate an invoice (or receipt).
  2. When recording payment, you choose to apply the customer’s credit balance.
  3. The system reduces their balance and the amount due on the invoice or receipt.

The exact buttons and steps may vary slightly in the app, but the idea is the same: credits are applied at payment time to lower what the customer owes.