--- title: How can I view customer credits? description: Here's how you can view available credit history for specific customers or from specific invoices in the ERP module. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-can-i-view-customer-credits#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Customers](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en) 3. [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#history) # How can I view customer credits? ## Here's how you can view available credit history for specific customers or from specific invoices in the ERP module. Users can view credit history from three places.  ### **From Credit List** Go to **CRM \> Credit Management**.    ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-39-19-8244-AM.png?width=670&height=396&name=image-png-Apr-05-2024-12-39-19-8244-AM.png) **Click Apply** to see all Credits, or you search by **Date From**, **Customer #**, or **Credit Type**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-40-02-5642-AM.png?width=670&height=499&name=image-png-Apr-05-2024-12-40-02-5642-AM.png) ### **From Customer Management** In **ERP**, go to **CRM \> Customers**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-25-09-7895-AM.png?width=670&height=396&name=image-png-Apr-05-2024-12-25-09-7895-AM.png) Search by Customer # or **click Apply** to see all or use the search function to locate a specific customer. Click on the customer you'd like to view. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-25-50-4657-AM.png?width=670&height=306&name=image-png-Apr-05-2024-12-25-50-4657-AM.png) From the Customer Management screen, click on the **Account** tab. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-26-55-2423-AM.png?width=670&height=491&name=image-png-Apr-05-2024-12-26-55-2423-AM.png) Scroll down to the **Credits** section. **Click Detail** if you want to see more detailed information. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-28-07-2963-AM.png?width=670&height=482&name=image-png-Apr-05-2024-12-28-07-2963-AM.png) That will take you to the **Credit List** screen (see above). Back in **Customer Management**, you can also use the **Assistant Window** sidebar to view high level credit information under **Details**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-29-55-5062-AM.png?width=409&height=812&name=image-png-Apr-05-2024-12-29-55-5062-AM.png) ### From Invoices You can also view this information from the Invoice management screen. Go to **Sales \> Invoice Processing**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-47-05-8591-AM.png?width=670&height=539&name=image-png-Apr-05-2024-12-47-05-8591-AM.png) Search for a specific invoice or **click Apply** to view all. **Click on the invoice** you want to view. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-48-03-1410-AM.png?width=670&height=351&name=image-png-Apr-05-2024-12-48-03-1410-AM.png) From the Invoice Management screen, the **Credits** tab will show you the entire transaction history of that particular customer. You can **click Credit List** for an even more detailed view.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Apr-05-2024-12-50-35-6730-AM.png?width=670&height=792&name=image-png-Apr-05-2024-12-50-35-6730-AM.png) That will take you to the **Credit List** screen (see above). --- See related: [How do I view customer transactions?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-view-customer-transactions?hsLang=en) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#miscellaneous) - [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) - 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