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Distributing credit

Running your store · ≈ 52 sec · For admins & IT

Grant credit by typing a person’s new balance, queue as many changes as you like, and apply them in one click — funding the pool right there when it runs short. When someone leaves, their unused credit returns to your pool.

What this video covers

  • Granting credit as target balances, queued and applied together
  • Funding the pool in place when it runs short — card or invoice
  • Reclaiming unused credit when someone leaves
Transcript +

Everyone on your store — and their credit — in one table.

Give someone a budget: type their new balance — done.

Queue up as many as you like — changes apply together.

Pool running short? Fund it right there — by card, or invoice for bigger sums.

One click applies everything — and it all lands in the audit log.

When someone leaves, deactivate them — their unused credit returns to your pool.

Credit is never lost — only moved.

Next: order reports — every order in your store, one click away.

Up next

Order overview & exports

Every order in your store — who, what, when, status — year by year. Filter by who ordered, drill into any order in place, and when finance wants a report: one click, full CSV.

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