thread Re: FEATURE REQUEST: Have credit balance on Customer Account in Customer Engagement

FEATURE REQUEST: Have credit balance on Customer Account

RisingC — Sun, 21 Sep 2025 09:40:58 GMT

I have clients who sometimes pay more in CASH than what is being billed and they want to leave the excess change on their account as a credit to be applied to the next statement, sale or services. How can this be done??? I am not able to utilize anything that makes this possible???

Re: FEATURE REQUEST: Have credit balance on Customer Account

TheRealChipA — Sat, 26 Apr 2025 16:48:44 GMT

Hi there @RisingC. Currently there is no feature available to handle this in the Square ecosystem. And the only possible workaround I can offer you right now would be one of the following:

No cost workaround — create a one-time coupon code that you give to the customer for a future transaction. Then either they can apply that coupon on a future online order or invoice, or your team can on the POS for in-person transactions.
Small cost workaround — issue an e-gift card for the credit amount. This will insure a nominal gift card load fee, however.

Other than that, you can submit a formal feature request here.

Re: FEATURE REQUEST: Have credit balance on Customer Account

WineSneak — Mon, 12 May 2025 19:21:58 GMT

There certainly should be a feature where a customer can pay in advance on an account. Steering us towards converting a payment to a gift card when Square had nothing to do with is disingenuous.

Re: FEATURE REQUEST: Have credit balance on Customer Account

TheRealChipA — Mon, 12 May 2025 19:32:17 GMT

@WineSneak I agree that there should be some sort of feature like this, but the fact remains that there isn't.

However, I'm not sure why you felt the need to disparage me, a fellow seller who was just trying to help another seller with a workaround. I am not Square but just another Square user like you and @RisingC who is trying to help folks here develop a workaround while waiting for a feature to be implemented. I certainly was not being deceitful, underhanded or dishonest -- all synonyms for disingenuous. In the future, if you don't have a constructive suggestion to give your fellow sellers, may I suggest that you don't, instead, resort to name calling in order to inflate your obvious self-importance. I was not steering anyone anywhere -- only offering suggestions. Get over yourself.

Re: FEATURE REQUEST: Have credit balance on Customer Account

WineSneak — Mon, 12 May 2025 19:35:55 GMT

WOW! How in the world did i disparage you. My comment was entirely directed at Square.

Re: FEATURE REQUEST: Have credit balance on Customer Account

TheRealChipA — Mon, 12 May 2025 19:38:36 GMT

Yes, but you were replying to MY comment, not one from Square. I was the one who made that suggestion, so my reaction was entirely valid, I do believe. If you didn't mean to call me out, then we are all good. It certainly came across that way, though.