Pavilion lets you view and manage customer credit directly from the customer record. You can review credit history, make manual adjustments, and track credit changes across linked customer profiles.
View customer credit history
To view a customer’s credit history:
Open the customer profile from the Customers tab.
Select the History subtab.
Review the Customer Credit History section.
The credit history table may include:
Receipt Number – Link to the receipt
Date – When the credit was recorded
Amount – Value of the credit
Created By – User who created the entry
The table can be sorted to make it easier to review customer credit activity.
Adjust customer credit
To manually adjust a customer’s credit:
1. In the Customer Credit History section, click Adjust.
2. Complete the adjustment form. The form includes:
Date – Defaults to today’s date
Current Open Credit – Current credit balance for reference
Adjustment – Amount to add or subtract
New Credit – Updated credit balance after the adjustment
Note – Optional note explaining the adjustment
3. Click Save.
Understand linked customer credit
If a customer is linked to a spouse, credit may be shared between both profiles. Linking or unlinking a spouse can update the credit balance structure.
When reviewing customer credit, check whether the customer has a linked spouse if the balance does not look as expected.