How to Create Customer Credits

How to Create Customer Credits


This article will show you the various ways to create customer credits within Zangerine. Credits are a powerful tool when working with customers on order issues or returns. Understanding how to create credits will allow you better customize your database to meet your needs.


This first section will show you how to manually create credits for your customers.


  1. Click Customers.
  2. Click Manage Credits.
  3. Click Assign New Credit.
  1. You will be redirected to the Customer select screen.
  1. Select the Customer to add a credit for.
  1. You will be redirected to the Edit Credit Memo screen. See image below:




  1. In the Amount field, Enter the total amount you want to Credit.
  2. Leave the Credit Status as Open.
  3. Select a Credit Reason.
  4. Optional: Enter Customer and Admin notes.
  5. Optional: Click the check box for Send Credit Memo PDF to send your customer notice of their new credit.
  6. Click Update.
  1. The new credit will appear in the Credit Edit History section.


If a customer returns a purchased product and you want to give a credit to them to entice them to complete another purchase, you can create the credit off of their original order.


  1. Open their Sales Order.
  2. At the bottom right of the screen, Click More Actions.
  1. Select Generate RMA. See image below:




  1. You will be redirected to the Create RMA screen. See image below:




  1. Enter the Quantity returned.
  2. On the right, Click Create Credit Memo in blue.
  1. A pop-up window will appear. The fields for notes are optional, and if you charge a restocking fee you can note that here. See image below:




  1. Click Create Credit.
  1. You will be redirected to the Edit Credit Memo screen. This is the same screen used in the manual credit creation section of this article. See image below:




  1. From here you can change any fields if needed, otherwise Click Update.
  2. The Credit will appear in the Credit Edit History section.




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