CREDITS!!!
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Hollie Manssen
The developers really need to come up with something that we can apply credits to. We shouldn't have to depend on the internal notes on a client to see if they have credits or not. When syncing to QBO any payment taken over doesn't come across as a credit which is not good when you guys sync with QBO. It should be a smooth process for all that need this function. We should also be able to see on a clients account if they have credits because that is a GOOD BUSINESS PRACTICE as well when dealign with your customers.
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Dominic Tancredi
So ridiculous that an invoicing platform doesn't have a way to do this. Seriously.
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Christina Teckman
Yes! I just reached out about this and was directed here! It would be so beneficial to add a credit section in payments tab, so next time a customer orders it automatically applies.
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Kyle Peterson
Giving credits too easily sends a message that the original job wasn’t worth the full value.
Why undermine your brand's quality or create a reputation that you'll make it right with a credit.
update your terms; 1-3% misprint acceptance rate, anything above that gets a refund- move on, move forward.
We never credit anyone - and IF we do on a very rare occasion, leave it to the customer to remember it!
You did the work already. Why give them a promise of doing it again for free in the future?
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AMY TAYLOR
Kyle Peterson We have customers who accidently overpay and most of our customers pay with checks, so credits are something we use a lot and keep track of in our QBO. It's not giving them anything for free it is applying the money they already gave us to their future order.
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Kyle Peterson
AMY TAYLOR Interesting... so my follow up to that, out of curiosity, how are they coming up with a different total than what is owed? If they are given an invoice, how is it that they are sending a check for too much money? Do you not agree on the total invoice before starting the project?
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AMY TAYLOR
Kyle Peterson Orders over a certain threshold require a 50% deposit and a lot of times they will pay the deposit and then when it comes to their final invoice they end up paying the full amount instead of the second half. Also we don't apply the shipping until completion because we don't know what that is going to be until we ship it and sometimes they pay prior to the shipping complete and again end up paying more than what is due at the end. Sometimes the over payments are minor but every once in a while someone will pay a significant amount over what is due.
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Dina Morganelli
This request is necessary to conduct business and seems way overdue?
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Dina Morganelli
Integrate Customer Credit Post: It would be great if there was a way to apply credit to a customer's account. That way if they overpay, or request a refund, a credit can be placed on their account to be used toward a future/current invoice.
November 17, 2017
NOTE: This post has 445 likes over 7 years ago and this same request is posted regularly.
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Lucricia Woodside
Great idea