Overview
You can add a credit to a customer’s account in Copilot in a few different ways.
Credits can be used to prepay for future services or apply toward outstanding invoices later.
Option 1: Add Credit from the Payments Page
Go to Finances > Payments.
Click the + Add Payment button at the top of the page.
Select the Customer receiving the credit.
In the Apply To dropdown, choose Add as a Customer Credit.
Enter the following details:
Date of the credit
Credit Amount
Payment Method (e.g., Credit Card, Cash, ACH, etc.)
If the customer has a card on file:
You’ll see a prompt allowing you to select the saved card and process the transaction.
If the customer does not have a card on file:
You’ll see a message stating that there is no card on file to charge. Instead, you can still record the credit manually using any offline payment method (like cash or check).
Option 2: Add Credit from the Customer Page
Go to the Customers tab.
Find and open the customer’s profile.
At the top of the page, click the + Create New dropdown.
Select Payment from the list.
You’ll be taken to the same Add Payment screen.
Choose Add as a Customer Credit under the Apply To section and complete the same details as above.
Troubleshooting Credit Application Errors
If you encounter an error while adding a credit, here are some steps to resolve it.
Common Causes
Invalid payment method
Insufficient funds on the selected payment method
Blocked transactions by the bank or payment processor
Steps to Fix Credit Application Errors
Verify the Error
Confirm that the message is related to the payment method, not an internal system issue.Try an Alternative Payment Method
Use a different card or ACH account if available.
Alternatively, select Cash or another manual method to record the credit if the online payment method isn’t working.
Finalize the Transaction
Once the credit has been successfully recorded, verify that it appears in both the customer’s account and your Payments list.
Additional Notes
Manual payment errors typically occur when payment details are out of date or incomplete.
Keeping customer payment information current helps prevent credit application issues in the future.
Credits can be tracked and applied to invoices anytime under Finances > Payments.