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Credits

How credit memos and returns are handled.

Updated October 29, 2026

Credit memos and returns go to the Credits tab. They open in their own panel with the same edit, reprocess, and report actions as invoices.

Credits are counted as negative spend, so your totals reflect what you actually paid. In Insights you can switch between Net spend, Invoices vs credits, and Credits only.

Credit lines are never flagged as overpaid.

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