thread Stored Customer Credit in Payments Troubleshooting

Stored Customer Credit

ARVC — Sat, 20 Sep 2025 09:42:33 GMT

Hello,

I worked with your great support person. This is just some feedback/discussion. Will there ever be a feature that allows us to store customer credit/change on their account for future invoice use? For example, if they paid $50 for a $45 invoice and want to leave their $5 change on their account for later.

We really like Square over Quickbooks, but that is the one feature that we need as a business that QB offers.

Maybe something that will be offered in the future?

Re: Stored Customer Credit

repopgifts — Tue, 25 Apr 2023 00:51:59 GMT

There is a work-around for this. Apply that $5 change to an electronic gift card and that card can then be linked to their account. I did this for a customer that we accidentally overcharged to save her a trip back. I'm not 100% sure if that will work with invoices, but it does work for a brick & mortar gift shop 🙂

Re: Stored Customer Credit

MagicToybox — Sun, 07 May 2023 23:03:42 GMT

Work arounds are great short term solutions, but ARVC is correct that there should be a function to save an account credit against future invoicing.

Re: Stored Customer Credit

JJ_ — Tue, 09 May 2023 19:45:11 GMT

Hello there @MagicToybox. Thank you for sharing your interest in this feature. At this time our Invoices do not allow over paying. Can you clarify how are these Invoices getting paid?

Re: Stored Customer Credit

MagicToybox — Tue, 09 May 2023 20:54:47 GMT

It's not overpaying, but credit back- such as item billed but not shipped, item damaged, recalled, etc. Gift cards aren't very practical for customers you're working with online and doing repeat business with. Gift cards get lost or forgotten, and require the customer to do extra effort to use. Have an account with credit due, is usually applied to future orders automatically, without extra effort by the customer.

Re: Stored Customer Credit

JJ_ — Tue, 09 May 2023 21:31:13 GMT

Thanks so much for this Request. In order to appropriately send this to our product teams we’d love it if you'd submit this request on our Ideate page for Square Point of Sale. Our team monitors these boards and we triage them to measure needs. You can search the boards to see if this has been requested before and add your use case if so!