providing a customer credit for a future purchase

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?

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Square Champion

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. 

Dan
Square Champion
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