Order Number Now Shows on Manually Added Client Credits

Hi there,

Keeping track of which credits are tied to which orders just got a lot easier. When credits are manually added to a client, the associated order number now appears as a clickable link — giving you full visibility without having to dig.

What's New:

• When manually adding a credit to a client that is linked to a specific order, the order number now displays as a clickable link in the credits log
• Clicking the link takes you directly to that order for quick reference
• Credits without an order link remain unchanged

How to Use It:

• Go to Clients and open a client's profile
• Click on Adjust Store Credit button and add or subtract an amount.
• Search and select order number in Reference Order # field.
• When adding a credit manually and associating it with an order, the order number will appear in the credits table once saved
• Click the order number at any time to jump straight to that order

Benefits:

• Quickly trace any credit back to its source order without searching
• Cleaner audit trail when reviewing a client's credit history
• Saves time for your billing and account management teams

If you have any questions, please reach out to our team through the chat or by emailing [email protected].