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Overview

The credit ledger provides a complete audit trail of all credit activity for a customer. It records every grant, deduction, and application of credits, maintaining a running balance that shows the customer’s available credit at any point in time.

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Accessing the credit ledger

To view a customer’s credit ledger:
  1. Navigate to Customers
  2. Select the customer
  3. Go to the Credits tab
The ledger displays all credit transactions in chronological order, showing the most recent activity first.

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Transaction types

The credit ledger tracks three types of transactions:

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Grant transactions

Credits added to the customer’s account. These can come from:
  • Manual grants through the UI
  • API-based credit grants
  • Promotional credits
  • Service credits for issue resolution

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Deduction transactions

Credits removed from the customer’s account. These include:
  • Manual deductions through the API
  • Administrative adjustments
  • Expired credits (if applicable)

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Application transactions

Credits applied to reduce invoice amounts. These show:
  • The invoice that received the credit
  • The amount applied
  • The remaining balance after application

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Ledger information

Each ledger entry includes:
  • Transaction type - Grant, deduct, or application
  • Amount - The credit value for this transaction
  • Running balance - Available credit after this transaction
  • Timestamp - When the transaction occurred
  • Associated invoice - For application transactions, which invoice was credited
  • Notes - Optional description or reason for the transaction
  • Created by - User or system that initiated the transaction

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Viewing credit history via API

You can retrieve a customer’s credit ledger programmatically using the /credits endpoint: 
GET /credits?customerId=customer_123
The API returns the complete transaction history with all ledger details.

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Auditing and compliance

The credit ledger serves as an immutable audit trail for:
  • Financial reconciliation - Match credit activity to accounting records
  • Customer inquiries - Provide transparent history of credit usage
  • Dispute resolution - Reference exact dates and amounts of credit transactions
  • Compliance reporting - Track promotional credits or service level agreements
Use the ledger interface to:
  • Filter by transaction type (grants, deductions, applications)
  • Search by date range
  • View transactions for specific invoices
  • Export ledger data for reporting

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Balance calculation

The running balance updates with each transaction:
  • Grants increase the balance
  • Deductions decrease the balance
  • Applications decrease the balance and link to an invoice
The current balance represents the total credits available for the customer to use on future invoices.