Customer Credits

Customer Credits

Purpose and when to use this record

Record money or credit owed back to a customer and preserve its connection to the originating sale or tender.

At a glance

• Identify it by: Date Created, and Check Number.

• Check its business context: Customer, Related Sale, and Relatedcredit.

• Why care: Dates, accounts, amounts, posting state, and period locks can change financial reports. Verify them against the source document before finalizing the record.

• Why care: Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.

Before you begin

You need the Brisk permission for the action you are taking on customer credits. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Customer records ready first. Those selections determine where this Customer Credit belongs and which later screens can find it.

Create a Customer Credit

Create a Customer Credit only after confirming that the source document or operational event has not already been entered.

1. Select the business context first: Customer, Related Sale, and Relatedcredit.

2. Enter the required identifying and operational values: Customer, Amount, and Tender.

3. Review Tender, Card Type, Posted, and Edit Locked deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Customer Credit, then confirm Date Created, and Check Number on its detail page before continuing.

After saving: Apply the credit during the customer’s next settlement or refund workflow, and verify the related sale and tender trail before closing the issue.

Delete a Customer Credit

Delete this Customer Credit only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Customer Credits, Customer Debits, Deposits, Emv Refunds, and Emv Transactions, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Date Created, and Check Number. After confirmation, return to the Customer Credits list and make sure only the intended Customer Credit was removed.

Review Customer Credit details

Use the detail page as the shared record of what this Customer Credit currently means. Verify Date Created, Amount, Tender, Card Type, Posted, and Edit Locked before relying on it for a decision.

Follow Customer, Related Sale, and Relatedcredit to determine whether the issue is on this Customer Credit or on one of those linked records.

Next check: Apply the credit during the customer’s next settlement or refund workflow, and verify the related sale and tender trail before closing the issue.

Edit an existing Customer Credit

Edit this Customer Credit to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

1. Open the detail page. Compare Customer, Related Sale, and Relatedcredit with the supporting document or approved request.

2. Recheck Date Created, Customer, Amount, Tender, Card Type, and Edit Locked. These values are most likely to change account balances, financial periods, and statement results.

3. Save the change, return to the list, and confirm that the Customer Credit now appears under the expected Tender, Card Type, Posted, and Edit Locked.

After the change: Apply the credit during the customer’s next settlement or refund workflow, and verify the related sale and tender trail before closing the issue.

Find and review customer credits

Use the Customer Credits list to find the correct record before opening or changing it. Compare Date Created, and Check Number. Records with similar names or numbers can still belong to different Customer, Related Sale, and Relatedcredit.

• Keyword search checks Memo, Check Number, and Card Type.

• Narrow the list with Customer filters.

• The date filter uses Date Created; choose a range that matches the business event you are reconciling.

Open the Customer Credit whose Date Created, and Check Number match the task. If it is missing, clear the list filters and recheck Customer, Date Created, Tender, Card Type, Posted, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 12 user-relevant fields for this Customer Credit, including 3 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Apply the credit during the customer’s next settlement or refund workflow, and verify the related sale and tender trail before closing the issue.

Common mistakes and troubleshooting

• The record will not save: Recheck Customer, Amount, and Tender and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Tender, Card Type, Posted, and Edit Locked, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Customer, Related Sale, and Relatedcredit from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.