FEATURE REQUEST: Have credit balance on Customer Account

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???

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Square Champion

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:

 

  1. 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.
  2. 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.  

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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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.  

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Square Champion

@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.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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WOW! How in the world did i disparage you. My comment was entirely directed at Square. 

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Square Champion

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.  

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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