How to have a credit balance on a customer invoice/acct.

[missie21521]

Has there ever been a resolution to applying a credit to a customer account/invoice? There seems to be A LOT of people asking the same question but I can't find a response anywhere. Our business provides fundraising to local schools and businesses. A portion of the profits are returned to the customer. The customer wants to use this profit (credit) on their account for future purchases. ... Help! We've been keeping a separate hand written tally. Very frustrating.

[TheRealChipA · Accepted solution]

Hey there, @missie21521.  So there is no mechanism to allow for a customer account to have a credit balance that can be applied to transactions/invoices.  However, there are a couple of rather easy solutions that could at least get you out of the “separate hand written tally” world.  Instead of adding customer names to a hand written list, you would either create an electronic gift card or set up a house account for the amount of the credit the customer can use.  

In the case of the eGift card, the customer would receive an email with the card information they can use for purchases.

In the case of a House Account, you can set it up so they customer won’t get invoiced for purchases against it.  But once they have used up their “credit limit” they could not do any other purchases against that account.

Obviously, neither of these solutions is exactly what you want — which seems to be a full-fledged customer accounting system.  If that is really important to you, you can head over to the Square App Marketplace and see if there is a third-party app that provides these features.  I’m just trying to give you options to quickly get rid of the needless manual work you are doing.