An Account Credit tracks a credit balance you can apply toward a future order — useful for refunds, overpayments, loyalty rewards, or goodwill adjustments. It is stored as a FCORE_PAY__Credit__c record tied to an Account or a Contact, and it can be used as a payment method when that customer makes a later purchase. Account Credits help you manage scenarios like event cancellations, membership changes, and promotional incentives while keeping your financial records transparent.
Account Credit (FCORE_PAY__Credit__c) — a record that holds a credit balance for one Account or Contact. It has its own object.
Overall Credit (FCORE_PAY__Overall_Credit__c) — the total credit amount originally recorded.
Credit Used (FCORE_PAY__Credit_Used__c) — how much of the credit has already been applied to orders.
Available Credit (FCORE_PAY__Available_Credit__c) — a formula field equal to Overall Credit minus Credit Used. This is the amount you can still spend.
Customer Type (FCORE_PAY__Customer_Type__c) — marks whether the credit belongs to an Individual (a Contact) or an Organization (an Account). It must match the order it pays for.
You do not build a Credit record by hand. A FCORE_PAY__Credit__c is created automatically when you process a Refund Financial Event using the Account Credit payment method and then approve it (so it reaches Succeeded). A Financial Event is the record fusionCore uses to track money movement.
1
Open Financial Events
Click the App Launcher (the nine dots at the top left), type Financial Events, and select it.
2
Open a Financial Event and start a refund
Open a Financial Event record detail page. At the top right, click Refund. A new page opens to begin the refund.
Refund button on a Financial Event
3
Choose the Account Credit method
Fill in the refund details. For Choose Method, select Account Credit. When everything is complete, click Process Refund.
Selecting Account Credit as the refund method
4
Approve the refund
The refund appears on the Financial Event detail record. At the top right, click Approve.
Approve button on the Financial Event
5
Confirm the Credit was created
Refresh the page. The Account Credit record now appears.
The created Account Credit record
The Credit is created only when the refund reaches Succeeded. Approving the refund is what moves it to Succeeded and triggers the Credit.
You can pay for an order with an existing Account Credit instead of a card or other method. On the Order Payment screen, you select Account Credit, choose the Credit record to draw from, and process the payment. The order draws down the Credit’s Available Credit (FCORE_PAY__Available_Credit__c).
1
Select Account Credit
On the Order Payment screen, select Account Credit as the payment method.
2
Choose the Credit record
Choose an Account Credit record to use for the transaction.
Selecting an Account Credit record for the payment
3
Verify and pay
Verify the details on the Order Payment detail page, then click Pay.
4
Process the payment
Click Process Payment.
Processing the Account Credit payment
A Credit only appears for selection when both of these match the order:
Customer Type (FCORE_PAY__Customer_Type__c) — Individual or Organization.
The specific customer record — the Contact for an Individual order, or the Account for an Organization order.
The payment cannot exceed Available Credit. If the payment amount is larger than the Credit’s Available Credit (FCORE_PAY__Available_Credit__c), the payment is rejected. Reduce the amount to the available balance, or apply another payment method for the remainder.
Customer Type and customer record both have to match. A Credit tied to one Account or Contact cannot pay for another customer’s order, even when the Customer Type is the same.
A Credit is only created from an approved refund. Processing a refund with the Account Credit method is not enough on its own — the refund Financial Event must be approved to Succeeded before the Credit appears.
