Add a Credit to a Customer’s Account

A customer credit is money on a customer’s account that isn’t tied to an invoice yet. Use it for a goodwill credit, a prepayment or money you owe the customer back. Later you can apply the credit to an invoice, or let LawnPro apply it for you.

Table of Contents

1. Add a Credit from the Payments Page
2. Charge a Card for the Credit
3. Add a Credit from the Customer List or Customer Page
4. See a Customer’s Credit
5. Apply Credit Automatically

Add a Credit from the Payments Page

Click Finances, then Payments. Click the green Add Payment button.

Choose the customer. Leave Apply To set to Add as a Customer Credit (this is the default).

The date is today; click the calendar to change it. Enter the Amount of the credit and pick the Payment Method. If you are giving the customer a credit and no money changed hands, choose Other and add a note so you remember why.

Click Add Payment. The payment receipt opens and shows the credit on the customer’s account.

Charge a Card for the Credit

If the customer is paying you to add the credit, choose Credit Card as the payment method. When the customer has a card on file, click the arrow on the Add Payment button and choose Charge Card (ending in ####). Do Not Charge Card records the payment without charging the card.

If the customer has no card or bank account on file, you’ll see this message. You can still add the credit, but no card is charged. Click Add a Credit Card to save a card to the customer’s file so you can charge it now or later.

Add a Credit from the Customer List or Customer Page

Go to Customers > Customers. On the customer’s row, click the $ button and choose Add Payment.

You can also open the customer’s page, click Create New at the top and choose Payment.

Either way, the customer is already filled in. Follow the same steps as above to add the credit.

See a Customer’s Credit

The Account Credit column on the Customers list shows each customer’s credit (see the picture above). On the Add Payment page, the customer’s credit also shows at the top right of the Payment Details box.

Apply Credit Automatically

On the customer’s page, click Show more under Customer Information. Turn on Automatically Apply Customer Credit to Invoices to have LawnPro use the customer’s credit on their invoices for you. Show “Credit Available” shows the customer their available credit on their invoices.

To use a credit on an invoice yourself, see Apply a Customer’s Credit to an Invoice.