Subscription Credit/Debit Balance

This guide explains how to adjust and manage credit and debit balances specifically for customer subscriptions. These adjustments allow you to maintain accurate billing and resolve discrepancies effectively.

All adjustments discussed here can only be applied to subscription-related balances.

From here you can set information about the adjustment, such as the Adjustment type (credit or debit), Amount, and an internal note (visible to Dashboard users, but not the customer).

› View Credit balance transaction history › Submit credit/debit adjustment balance › Submit credit balance adjustment from a voucher

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What is the difference between a credit and a debit adjustment?
How can I verify if an adjustment was applied?
Can I apply multiple voucher credits to the same subscription balance?
Can a voucher be applied to subscription?

› Balance Adjustments Types

There are three types of balance adjustments you can make. Each serves a specific purpose for managing customer invoices effectively.

<aside> <img src="/icons/gradebook_lightgray.svg" alt="/icons/gradebook_lightgray.svg" width="40px" /> Apply Credit Negative values are treated as a credit, meaning a reduction in the subscription amount owed by the customer. This credit can be applied to the customer’s next subscription invoice to reduce the total amount due.

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<aside> <img src="/icons/gradebook_lightgray.svg" alt="/icons/gradebook_lightgray.svg" width="40px" /> Apply Voucher Credit Negative values are treated as a credit derived from a voucher. This allows you to reduce the customer’s subscription balance by applying the voucher value directly. Once applied, the voucher’s value is consumed.

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<aside> <img src="/icons/gradebook_lightgray.svg" alt="/icons/gradebook_lightgray.svg" width="40px" /> Apply Debit Positive values are treated as a debit, meaning an increase in the subscription amount owed by the customer. This adjustment adds to the customer’s next subscription invoice.

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› View Credit balance transaction history

To audit subscription credit balance adjustments in the Dashboard, navigate to the subscription pop up, and the Mange Subscription, tab and scroll to Adjust Balance panel.

The Invoice credit balance panel displays the current subscription value of the balance, and you can view the history of all the adjustments applied used to calculate that value. Each transaction line displays information, such as the amount that applied the credit balance, or the credit note that credited the balance.

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› Submit credit/debit adjustment balance

This option allows you to directly adjust a customer’s subscription balance by increasing it (debit) or decreasing it (credit). Use this feature to resolve billing discrepancies or apply manual corrections.

You can use the provided space to add additional information about your adjustment. This internal note will not be visible to the customer.

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› Submit credit balance adjustment from a voucher

This adjustment applies a voucher’s value to a customer’s subscription balance. It’s useful for redeeming promotional or compensatory vouchers against subscription charges.

You can use the provided space to add additional information about your adjustment. This internal note will not be visible to the customer.

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