Pavilion allows you to view and manage customer credit directly from the customer record. This includes reviewing credit history, making manual adjustments, and tracking changes across linked accounts, such as spouses.
Viewing Customer Credit History
To access the credit history for a customer:
1. Open the customer profile in the Customers tab.
2. Navigate to the History subtab. There, you will find the Customer Credit History section.
You will see a table that includes:
Receipt Number – link to the Receipt.
Date – when the credit was recorded
Amount – value of the credit
Created By – the user who made the entry
The table is sortable for easier navigation and review.
Adjusting Customer Credit
To manually adjust a customer's credit:
1. In the Customer Credit History section, click the Adjust button.
2. A form will open where you can enter the following:
Date – Is set by default to today's date (required).
Current Open Credit – shown for reference (cannot be edited).
Adjustment – the amount to add or subtract (required).
New Credit – auto-calculated based on your input.
Note – Optional description to add any notes you prefer.
3. Click Save to apply the Adjustment.
After saving, a receipt and a credit payment record will be created for reference.
💡 Only users with the appropriate permissions (such as Managers or Admins) can perform credit adjustments.
How Linked Customers Affect Credit
Credit balance is stored on the customer with a linked spouse and shared between both profiles. Linking or unlinking a spouse automatically updates the balance to reflect the new structure.