๐ Your Credit History and Usage
The Credit Orders section gives Owners and Administrators a complete view of the company's credit balance, purchase history, and detailed usage logs.
๐ Who can view credit history: Owner and Administrator only
๐ฐ Your Credit Balance
At the top of the Credit Orders page, you'll see your current credit position:
| Balance Type | What It Shows |
|---|
| โ
Available Credits | Credits ready to be used for new requests |
| โณ Pending Credits | Credits reserved for active in-progress checks |
| ๐ Total Credits | Available + Pending combined |
๐ Credit Order History
The order history table shows every credit package purchase your company has made, including:
- Date of purchase
- Package name and number of credits purchased
- Payment status (Paid, Pending, Voided)
- Who placed the order
๐ Credit Usage Log
The usage log shows every credit movement โ a full audit trail of all transactions:
| Transaction Type | When It Occurs |
|---|
| ๐ณ Credit Purchase | When a credit package is paid for |
| ๐ Check Request | When a new check request is submitted (credits moved to Pending) |
| ๐ Credit Refund | When a check is cancelled or closed with unfinished reports |
| โ๏ธ Credit Adjustment | Manual adjustments made by Smile Checks support |
๐ Low Credit Warnings
The system automatically emails all Owners and Administrators when credits are running low. You can also monitor your balance at any time from the Credit Orders page or the main Dashboard.
๐ Usage Analytics
The Credit Orders page may also display charts showing your credit consumption over time โ useful for planning future credit purchases based on your typical monthly usage.
๐ก Tip: Review your credit usage log regularly to spot any unexpected deductions and to plan your next credit purchase before you run low.
Related Articles
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