Introduction

The Customer Balance is a flexible way to apply credits or discounts to a customer's next recurring payment. Whether you're offering a goodwill gesture or rewarding loyalty, the balance amount is automatically deducted from the next payment due.

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Feature Overview

In the circuly Hub, the customer balance can be manually customised for any subscriber.

• This feature also interacts with Refer a Friend, where referral rewards are added as customer balance.
• If the customer has a balance, it is automatically applied to their next recurring payment.
• If the balance exceeds the upcoming payment, the remaining amount is carried forward to future payments until fully used.
• You can add or reduce the balance as needed — but the balance can never go negative.

Common Use Cases:

• Offering a discount due to a product issue during the subscription
• Providing a one-time loyalty credit for long-term or returning customers

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Step-by-step guide

• Go to the Customers tab in your circuly Hub
• Find and select the customer you'd like to update
• On the right-hand side, click the Customer Balance button

• In the popup:
  • Enter a positive value to add credit (e.g. 20)
  • Enter a negative value to reduce the balance (e.g. -10)
• Click Submit‍
• Refresh the page to see the updated balance reflected in the customer profile

The full balance (if available) will be automatically deducted from the customer's next payment.