Use the QCMM Account Credits Report

Review QCMM account credit balances and history by user, original and remaining amount, status, source, billing link, note, expiration, and timestamps.

What the Account Credits Report Shows

The Account Credits Report reads QCMM user-credit records. Columns include credit ID, user ID and identity, original amount, remaining amount, status, source, related billing record, note, creator, expiration, created time, and updated time.

Filter Credit Records

Status, source, date range, and Search are meaningful for this report. Search can match customer name, username, email, credit note, credit ID, or user ID. Date filtering uses the credit record's creation time.

Read Original and Remaining Amount Together

The original amount shows what the credit record began with; remaining amount shows what is still available on that record. Status and source explain whether the credit is available/used and why it exists, while the related billing ID provides transaction linkage when applicable.

Expiration and Audit Context

An expiration value, when present, belongs to the credit record itself. Created By plus created/updated timestamps help distinguish when the credit was issued and later changed; the report does not recompute historical credit activity from a customer's current balance.

Custom Fields Require an Exact Subscription

For CSV, QCMM follows a credit's related billing record to its subscription when possible and appends that subscription's reportable Custom Field values. If there is no related billing/subscription context, the Custom Field cells remain blank.

Community Discussion

Want to compare QCMM workflows or share practical tips? Visit the QC Memberships & Meetings Community. For private support, bug reports, account-specific entitlement or billing problems, or feature requests, use the QuantaCade support system.