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Where to find it

  1. Open Customers (sidebar — expands to Active Customers + Prospects).
  2. Select a customer.
  3. Click Manage.
  4. Select the Credits tab.
  5. Open Manage to configure customer credit settings.

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Credits tab

The Credits tab provides customer-level credit management. Use it to:
  • View customer credit status
  • Apply credits or adjustments (where supported)

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AI Credits Enabled (feature toggle)

In Features & Add-ons, you can enable AI Credits. When enabled:
  • The UI displays: “Charge customer using AI Credits instead of dollar pricing.”
  • Low-credit notifications can be configured.
When AI credits are enabled, you can configure:
  • Enable Notifications
  • Low Credit Threshold
This sends branded email alerts when credits reach the threshold.

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Important interaction: pricing visibility

When AI credits are enabled, pricing display may be disabled. The UI indicates that “Show Pricing Information” is disabled while AI credits are enabled.

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Screenshots

Customer Credits tab with Credit Management panel, Current Balance, Monthly Allocation, Total Used counters, and Manage Credits button Manage Customer Credits modal with Operation Type, Amount, Grant Type, and Reason fields