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How to Add or Remove Credits from an Agent Account
How to Add or Remove Credits from an Agent Account

Credit management (adding or removing credits from an agent account)

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a year ago

You have the ability to apply credits to an Agent account inside the Agent settings. Credits can be used to give a discount on an order or to give a refund for a past order/mistake. We would suggest before you use credits you define in your business logic how you will use Credits vs Coupons. Both allow money to be taken off an order.

Tip: We suggest you use credits in cases where you would give money to a client, a refund, a referral etc. Coupons then would be use for promotional offers.


2. Click on Clients…

3. Click on Agents

Click on Agents

4. Search for the Agent account where you would like to apply the Credit

Search for the Agent account where you would like to apply the Credit

5. Click the Manage icon

Click the Manage icon

6. Inside the Agent account click on Credit Management

Inside the Agent account click on Credit Management

7. On the Credit Management box click "Manage Credits"

8. Click on Manage Credits

Click on Manage Credits

9. Enter the Credit Amount

Enter the Credit Amount

10. Enter the Reason for Credit

Enter the Reason for Credit

11. Click on Save

Click on Save

12. The credit will now be viewable in the Credit Management box

The credit will now be viewable in the Credit Management box

If you need to remove credits from their account you can do so by simply entering a negative value corresponding to the amount that needs to be removed.

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