thread Re: providing a customer credit for a future purchase in Payments Troubleshooting

providing a customer credit for a future purchase

CurbsideAppeal — Sun, 21 Sep 2025 05:38:50 GMT

I created an invoice for a customer of mines, on the day of service i was unable to complete the job. So i deducted $100 from the invoice, the only problem was that her finance department processed the original amount due. So now the customer has a $100 credit for a future service. How can i provide this credit to them in a way they can use at a later date?

Re: providing a customer credit for a future purchase

Minion — Wed, 02 Jul 2025 12:02:36 GMT

Hi @CurbsideAppeal

So I believe you have a couple options here. You can issue them a gift card, for the amount to use a store credit for future or you can simply put a note in their account for $100, and even go as far as emailing or mailing them a paper copy of said credit.

If it were me, I would go with the 2nd option, due to the load fees that are involved with the gift card option.