thread Re: How to provide a credit on a invoice? in Archived Discussions (Read Only)

How to provide a credit on a invoice?

MamaTorrez — Wed, 16 Aug 2017 16:46:37 GMT

Question: When selling and using invoicing in square how can one provide credit for and item and have it show on the invoice. We sell to retail account perishables and returns are part of the program.

Re: provide credit on a invoice

RHatch — Sat, 03 Feb 2018 18:52:32 GMT

The only way to show a credit is to create a discount. When you enter a discount you can enter a title for what the discount/credit is for. Otherwise there is not a way to show a credit. They were not designed for that.

How to give customer a discount

dotdotsmiledp — Sat, 03 Feb 2018 18:53:13 GMT

This reply created from merging an existing thread: "How to give customer a discount" The author has been notified via email.

I do in home and online parties for my products. I would like to give hostesses a credit to be applied to their purchases. Is there a way to assign a credit to a customer and then the next time they get an invoice it will be applied until it isn't available anymore? I don't want to have to keep track in a seperate spreadsheet and I don't want to pay fees associated with buying gift cards. I just want to attach a store credit to a customer account. Is this possible and how?

Re: How to give customer a discount

hbuchwitz — Fri, 29 Dec 2017 20:39:45 GMT

I would try adding a gift card at 100% discount & they can use the gift card on a future purchase.

Re: How to give customer a discount

hbuchwitz — Fri, 29 Dec 2017 20:40:15 GMT

just noticed you didn't want the gift card bc of fees.... I don't do gc's so nevermind 🙂

Re: How to give customer a discount

dotdotsmiledp — Sat, 03 Feb 2018 05:37:09 GMT

Is it possible for someone from Square to chime in here and advise on this? It's becoming a logistical nightmare!

Adding a credit to an invoice.

pathillary — Sun, 23 Dec 2018 16:40:28 GMT

This reply created from merging an existing thread: "Adding a credit to an invoice." The author has been notified via email.

If a customer overpays his rent invoice for last month, how can I include a credit amount in this month's invoice?

Re: How to give customer a discount

LaLoteria — Thu, 21 Mar 2019 14:51:35 GMT

Did you ever find an answer on this? We need to do the exact same thing - have a customer use a code at time of purchase on their invoice to recieve a discount. All invoices are emailed to clients through Square for payment.

Credit

spthomas1 — Wed, 29 Apr 2020 23:47:26 GMT

A very common business and accounting issue is crediting a customer for something. Say they return an item they paid cash for. Or say they overpaid an invoice. It's normal and necessary to be able to show the customer the credit on an invoice. Can it be that this is not possible on Square? Hard to imagine this common task can't be done. But I cannot find out how to do it.

Re: Credit

ashc — Fri, 01 May 2020 14:00:26 GMT

Hey @spthomas1 and welcome to the Community.

I moved your post to an existing thread where another seller had the same question.

@RHatch provided a solution above with adding a discount and you can put the reason for it on there too.

List credit on invoice?

COAT — Tue, 21 Jul 2020 17:20:58 GMT

I use Square invoicing to bill our members for event registration fees. Due to Covid-19, we had to cancel an event in March. Several of my members had already paid for that event. We have another event coming up in November. Is there a way to credit the March payment on November's invoice so I don't have to write a bunch of individual checks? I tried to list a (-1) in the quantity portion to show the credit, but it won't allow that. Any other ideas??

Re: List credit on invoice?

Valentina — Wed, 22 Jul 2020 15:59:40 GMT

Hi there @COAT 👋

I've moved your post to a thread where others sellers had similar questions about invoicing, @RHatch came through with a great bit of advice that should point you in the right direction here!

Re: provide credit on a invoice

Jimjiminyjim — Fri, 07 Aug 2020 13:16:28 GMT

The answer does seem to be to use the discount. It’s not ideal, which I explain in my own case below, so I was wondering who best to contact to request a new look at doing credits? Or better yet, maybe this can be forwarded directly to the right people?

The challenge for me is that a credit is not necessarily a discount. Because we are dealing with returnable glass bottles, a credit on that item would help me keep inventory. More importantly though, a credit system would make for much easier and less error-prone entry. Currently, a credit requires manual calculations. If you want to give a credit for a certain item, or multiples of a certain item, you need to find a calculator, or leave the square app if on an iPad/iPhone, remember the item price, do the calculation, remember the result, then repeat for each item, possibly going back and forth between item list and calculator to find prices, then tally and enter. If you could do a credit for a given item or multiples of that, it removes the headache. On our farm and creamery, for example, some of the products are milk or chocolate milk or kefir or cream in glass bottles. Customers pay a deposit on the glass bottle. That’s simple enough. I have an item for the chocolate milk, and an item for the glass deposit. Where it breaks down is when dealing with returns, especially more returns than new purchases. You can’t use a set discount amount, because sometimes we have buying groups bringing a lot of bottles back, and a customer can have any number. You can’t set the discount amount to match the deposit value, because you can only add one discount (why? I get it for percentage discounts, but why can’t you add multiple dollar value discounts?). So that’s my case for adding a credit. Am I winning anyone over? On the technical side, it’s always work to update code, but just maybe allowing a negative sign on an item would do the trick, and coming up with a visual cue to show that it is a credit when that happens might be enough without reinventing the whole system? These are ideas that someone might want to use to get the ball rolling?

Re: Credit

tmorgan — Wed, 24 Mar 2021 15:40:15 GMT

@ashc Ashley, please note @RHatch did not provide an answer to the issue raised about not being able to issue credits on Square invoices. Discounts (percentages) are much different than issuing a line-item credit for a particular item. To date, a solution has not been provided on this thread by the community or Square. Users are stating here that they need Square's help to fix this common invoicing function. Please advise. Thank you 🙂

Re: provide credit on a invoice

tmorgan — Wed, 24 Mar 2021 15:47:35 GMT

Unfortunately, this answer doesn't answer the issue raised about credits in the original question. Discounts (percentages) don't work when an invoice needs to apply a credit for an item. Crediting is a common function of invoicing and very different than a percentage discount. Perhaps someone from Square can provide the answer or work-around to everyone asking.

Re: List credit on invoice?

tmorgan — Wed, 24 Mar 2021 15:50:30 GMT

Unfortunately, the answer you referenced doesn't answer the issue raised about credits in the original question. Discounts (percentages) don't work when an invoice needs to apply a credit for an item. Crediting is a common function of invoicing and very different than a percentage discount. Perhaps someone from Square can provide the answer or work-around to everyone asking.

Re: List credit on invoice?

AshleyK — Thu, 25 Mar 2021 18:10:47 GMT

@tmorgan Thanks for addressing this. The ability to issue a credit for an invoice, rather than a discount, is a feature request. I will pass this feedback to our developers for future reference, but I appreciate your questions. Please let me know if I can help otherwise.

Re: List credit on invoice?

CarolineTotah — Fri, 30 Apr 2021 15:21:17 GMT

I agree wholeheartedly that there needs to be a credit option that is distinctly different from a discount. Is there a place we can make feature requests, or add our support for those that have already been suggested?

Re: How to provide a credit on a invoice?

sniffapickle — Tue, 18 May 2021 23:52:10 GMT

I can't believe 1) this doesn't already exist and 2) that they are even suggesting creating a discount as a work around. They aren't the same, and don't accomplish the same goals. GRRR

Re: How to provide a credit on a invoice?

CarolineTotah — Wed, 19 May 2021 00:02:32 GMT

I discovered a workaround. I created a discount in the item library, and gave it the name "Credit" and then used the variable amount so I can assign a specific dollar amount at the time that I apply the credit to the invoice. On the invoice that goes to the customer, it shows up as a credit and the word "discount" never appears. It's too bad that we have to come up with these workarounds, though. Makes it less user-friendly for those of us who are just trying to run our businesses and don't have time to experiment.