The Credits List View is the central table for every credit and refund issued in CrewVision. It shows the full record of adjustments applied to customer accounts, including the original amount, how much remains unallocated, and the linked invoice when one exists.
This view keeps financial adjustments transparent and easy to track across your entire customer base.
Accessing the Credits List View
From the left-hand navigation menu, expand Finance and select Credits. The page loads the complete list of credits and refunds for your organization.
Interface Overview
The page presents credits in a comprehensive, sortable table. Key columns include:
Credit Unique credit or refund identifier (CR for credit, RE for refund). Click the identifier to open the full credit record.
Invoice The invoice the credit or refund is linked to, when applicable. A dash appears when the credit stands alone.
Note The reason or description entered when the credit was created. Common examples include commission adjustments, double billing corrections, or goodwill credits.
Customer The account that received the credit or refund. Click the customer name to open their record.
Date The date the credit or refund was issued.
Method The type of adjustment. Values are Credit or Refund.
Amount The full value of the credit or refund.
Un-allocated The portion of the credit that has not yet been applied to an invoice. A zero value means the full amount has been allocated.
A search bar at the top supports keyword lookup across credit numbers, customers, notes, and invoices. The page uses the standard CrewVision stackable filter system. You can layer filters by date range, customer, method, and other criteria. Results are paginated and the number of rows shown per page can be adjusted.
The Export button in the top right lets you download the current filtered view. The + button allows creation of a new credit.
At the bottom of the table a summary bar shows the total amount of all credits displayed and the total unallocated balance still available.
Working with Credits
Click any Credit identifier to open the full details. From there you can review allocation history, apply remaining balances, or make further adjustments.
The list view is designed for clear financial oversight. It shows exactly which credits have been fully used, which still have available balance, and the reasons behind each adjustment.