Credits Page

overview the credits page provides admins with a centralized view of credit activity across all customers this includes visibility into credit burndown (prepaid credits), commits burndown (committed spend agreements), and all associated usage activity instead of navigating to each customer's individual lifecycle manager in salesforce, administrators can monitor, filter, and analyze credit flows from a single location in the nue app the credits page displays credit pool balances – total grants, available credits, and total balance across all customers transaction history – all credit flows including issues, consumption, expirations, rollovers, and billing related transactions visual summary – interactive bar chart showing credit status breakdown filtering and search – find specific transactions by customer, subscription, or transaction type the page supports credit pools (unit based, non monetary credits) cash pools (currency based, with multi currency support) committed cash pools (for committed spend agreements) accessing the credits page log in to the nue app (app nue io) navigate to lifecycle manager → assets → credits page layout credit pool selector at the top of the page, use the dropdown to select which credit pool to view credit pools – unit based, non monetary credits cash pools – currency based credits committed cash pools – for committed spend agreements for cash pools with multi currency enabled, a currency selector appears allowing you to filter by specific currencies balance metrics the top section displays three key metrics for the selected pool metric description total grants the sum of all credits ever issued across all customers available today credits that are currently active and can be consumed total balance combined total of active credits plus pending credits interactive status bar the visual summary bar provides a color coded breakdown of credit status status description expired credits past their end date consumed total consumed credits and total credits cashed out into credit memos canceled credits that were canceled active credits currently usable pending credits with future start dates click any segment to instantly filter the credit flow list to show only records matching that status credit flow table below the metrics and status bar, the credit flow table displays all credit transactions each row represents a credit inflow or outflow with details including credit name and number customer name subscription information transaction type transaction amount start and end dates status transaction types the credits page displays various transaction types that reflect the complete credit and billing lifecycle credit inflows type description source issue credits granted to a customer or committed by a customer credit burndown or commits order activation rollover credits or commits carried over from a previous period credit burndown or commits with rollover enabled creditback credits or commits returned cancellation, service credit, adjustment reissue credits or commits reissued after correction billing correction or adjustment credit outflows type description billing impact consume credits or commits used for product consumption no invoice (credits applied); or charges offset against commit expire credits or commits that reached their expiration date for commits triggers underspend billing cancel credits or commits manually canceled may trigger credit back or adjustment cashout cash credits converted to payment payment applied to invoice filtering and search the credits page provides multiple ways to find specific credit transactions quick filter tabs pre built filter tabs provide one click filtering tab shows all all transactions issued only issue transactions (credit grants) expired only expire transactions inflow all credit or commit inflows (issue, rollover, creditback, reissue) outflow all credit or commit outflows (consume, expire, cancel, cashout) customer filter use the customer autocomplete search to filter by specific customers click the customer filter field start typing a customer name select from the autocomplete suggestions the page filters to show only that customer's credit flows subscription filter filter to credits associated with a specific subscription click the subscription filter field start typing a subscription name or number select from the autocomplete suggestions the page filters to show only credits linked to that subscription global search the search box filters transactions by credit name credit number actions and configuration refresh data click the refresh button to reload the latest credit data from the server use this to see recent transactions or updates configure columns customize which columns display in the credit flow table click the column configuration icon (gear or settings icon) select or deselect columns to show/hide reorder columns by dragging as needed changes apply immediately to the table view available columns include credit number credit name customer subscription product name transaction type transaction amount credit start date credit end date status and more