Applying a Credit to Customer's Account

[Bobbi]

When we have to reschedule a customer we let them know that we are going to give them a $50 repair credit thanking them for being flexible and working with us. However at the moment we are just making a note and pining it to the customer's account. These credit's sometimes aren't being used and we really don't have a way to track it. How are you all doing this type of thing? 

[Bobbi]

Thank you so much for your help!

[Chayo80 · Accepted solution]

Hi Bobbi,

I would create a "Payment" called "In-house credit" or "$50 Repair Credit" , you will add it to the job that was rescheduled, this "Payment" will sit on the available credit until used. If at the end of 6 months or year (whatever your policy is) you can run a report for that payment type and check who has used it or not. Create this payment as a JE, use your GL for coupons/discounts and once used export to QB. 

[bethrolair]

We are wanting to do something similar with applying annual credits to our member's accounts.  We are in the process of setting up Service Titan to export to Quickbooks Online.  Once we begin exporting, how would this work?  Would we have to bypass the export of any of these "Payments" that are for in house credits and then go in and do a journal entry for every time we apply one of these credits to an invoice?

[Chayo80]

They payment can be exported as a journal entry so it doesn't go to your undeposited funds.