View and Manage Customer's Credits

In this guide

• See an Overview of All Credits
• View Credits for a Specific Customer
• Check Credits from the Customer's End

See an Overview of All Credits

If you would like to see who has credits that have not yet been consumed...

1. Go to Content -> Credits
2. You will see a table showing:
   • Credit types
   • Outstanding credits
   • Contacts with outstanding credits
   • Granted credits
     
     
     

Click on any of the numbers to view a table with the list of contacts. 

View Credits for a Specific Customer

1. Go to Contacts -> Contacts

2. Open the customer record

3. Scroll to the Credits section

4. You will see a list of credits that this contact has ever had and the amount they currently have left
   
   
   

5. Click on any credit name to see the history
   
   
   

Check Credits from the Customer's End

Customer can check their credits on their Site dashboard under Credits: