Use customer credit expiry views to find credits that are close to expiring or already expired.
This helps you support customers before unused value is lost and keeps customer support conversations grounded in the record.
What to check#
Review:
- Customer name
- Product or bundle
- Remaining credits
- Expiry date
- Purchase or assignment context
- Whether the customer has recent bookings
Common uses#
- Follow up with customers before credits expire
- Review unused credit liability
- Check whether a customer complaint matches the record
- Find products with expiry rules that need review
Before changing credits#
Check the product settings, bookings, cancellations, and payment record.
Only adjust credits when there is a clear reason, such as a support correction, promised extension, or operational mistake.