Credit Memos: How to Turn Off Automatic Credit for a Prepay Customer

Prepay customers get their available credit applied automatically at checkout in the Wholesale Portal. It's on by default. Turn it off if a customer would rather save their credit.

  1. Open the customer and click Edit.
  2. In the Payment Term section, uncheck Automatically apply available credit memos to prepaid orders.
  3. Click Save Payment Term.

Heads up: If the customer switches away from Prepay and later back, the setting turns back on.

Learn More: How automatic credit works, and when it doesn't apply, is in Credit Memos: How Credit Works with Orders, Payments and Accounting.

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