Credit Management covers everything related to giving credit to your customers — issuing credit notes when something goes wrong, recording manual balance adjustments, and seeing which account customers are sitting on the largest credit balances.Documentation Index
Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
Use this file to discover all available pages before exploring further.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
Credit notes
A credit note is the formal record of crediting money back to a customer’s account, without it being a refund through the original payment method. Use them when:- A delivery had a quality issue and you want to credit the customer.
- A corporate customer was overcharged on an invoice.
- You want to give a goodwill credit that the customer can spend on a future order.
Add line items
Either reference an existing invoice line (your dashboard pre-fills the description and amount) or add a custom line. Include VAT where applicable.
Manual adjustments
For one-off corrections that don’t fit a credit note — say, applying a customer’s overpayment to a new order — use Manual Adjustment. These appear on the customer’s transaction history but don’t generate a public-facing document. Manual adjustments are good for internal balance corrections; credit notes are good for customer-visible credits.Credit analytics
The Credit Analytics page (Business > Credit > Analytics) shows:- Top credit balances — your largest creditors, in case you want to call them in.
- Trend over time — total outstanding credit per month.
- Aged debt — how long balances have been outstanding (current, 30/60/90+ days).
Common questions
Is a credit note the same as a refund?
Is a credit note the same as a refund?
No. A refund moves money back to the customer’s payment method. A credit note records that you owe the customer money but doesn’t move funds — they can spend it on a future order or you can issue a refund later.
Can I issue a credit note without an invoice?
Can I issue a credit note without an invoice?
Yes. Credit notes can be standalone (for goodwill credits) or attached to a specific invoice. The form lets you choose.
What about VAT on credit notes?
What about VAT on credit notes?
Credit notes reverse the VAT element of the original invoice line by default. If you’re issuing a goodwill credit with no underlying invoice, set the VAT rate to match your VAT scheme.
What’s next?
Bulk invoicing
Monthly invoices for account customers.
Refunds
Refunds via the original payment method.