Wholesale Portal: How to Use Your Credits

When your roaster issues you a credit, for example for a short shipment or a damaged bag, it shows up in your Wholesale Portal as a Credit Memo. You can see how much credit you have and use it toward orders and invoices.

See your credits

1. Log in to your Wholesale Portal.
2. Open the menu (☰) and click Credit Memos.
3. The Available tab shows credit you can use. All Credit Memos shows everything, including credit you've used.
4. Click View Credit Memo to see what it's for, how much was issued, how much has been used and how much is left.

Pay an invoice with credit

1. Go to Invoices and click Review & Pay on the invoice.
2. Click Pay…, then choose Credit Memos.
3. Pick the credit, then click Apply $X, or Apply partial amount to use less.
4. If there's still a balance, the panel reopens. Pay the rest by card or bank account.

You'll see "Credit Memo [number] applied" and the invoice shows Partial, or Paid if the credit covered it all. Credit has no convenience fee.

Credit at checkout (if you prepay)

If you pay when you order, your credit is applied automatically at checkout, oldest first. You'll see Credit to apply and Amount to charge before you click Place Order. Click the × next to the credit to save it for later.

If the shipping cost isn't known when you order, credit isn't applied at checkout. Your roaster can apply it before charging you.

Questions about a credit?

Reach out to your roaster directly. They issued it and can walk you through it.