When you open a customer's record (Contacts → click a contact), two things in the Invoices section and the Summary deserve an explanation: the blue Credit badge that appears on some invoices, and the Total spent amount. This article explains what they mean.
The "Credit" badge
An invoice with a negative total shows a blue Credit badge. A credit is money owed to the customer: it's not a payment they made.
A credit invoice typically appears in two cases: a proration credit, for example after a mid-cycle unit or rate change that lowers the billed amount, or a credit note generated when a subscription is cancelled mid-cycle.
Previously, these invoices showed the green Paid badge, which wrongly implied the customer had paid that amount. The Credit badge distinguishes them clearly. A credit isn't counted as revenue (see Total spent below).
"Partial refund"
An invoice paid and then partially refunded now shows the Partial refund status instead of the generic Refunded. You can tell a partial refund apart from a full refund at a glance.
"Total spent"
Total spent, shown in the record's Summary, represents the real net revenue this customer has paid you in rent and services. It's calculated to reflect what the customer actually spent: credits (negative-total invoices) are excluded; security deposits are excluded (a deposit is held money, not revenue); partial refunds are subtracted from the total.
Total spent can therefore differ from simply adding up the invoice amounts shown: that's intentional. It shows net rent and service revenue, without deposits or credits.
Statuses and key fields
Item | Meaning |
Credit | Negative total (proration/credit note); owed to the customer, not revenue. |
Partial refund | Invoice paid then partially refunded; deducted from Total spent. |
Total spent | Net revenue paid by the customer, minus credits, deposits, and refunds. |
Common questions
An invoice shows a negative amount and a Credit badge. Is that an error? No. It's a credit in the customer's favor (proration or mid-cycle cancellation). The full detail stays available on the linked Stripe invoice.
Total spent doesn't match adding up the invoices shown. Why? Total spent excludes credits and security deposits, and subtracts partial refunds. It's the real net revenue, not the raw sum of invoices.
A security deposit doesn't show up in Total spent. Is that normal? Yes. A deposit is held money, not revenue: it's intentionally excluded from the total.
For everything about viewing invoices, see Invoices.