Customer Credit Balance
Am I the only one having issues with credit balances? Every time one of our customers ends up with a credit on their file it becomes an issue. The credit doesn't automatically apply to their next in...
Forum Discussion
Hi BTDive, I’m a little curious about the volume/frequency of credits here because while all of the examples you listed are definitely valid use cases, most businesses I work with don’t tend to build up customer credits super often outside of deposits/prepayments.
A few questions that might help narrow this down:
• Are these mostly overpayments?
• Prepayments/deposits?
• Sync/reconciliation issues with QBO?
• Or more operational adjustments/goodwill credits?
I do agree with you, though, that account credits are a pretty normal accounting reality and ideally should feel more seamless operationally, especially when QuickBooks is involved.
My suspicion is there may actually be two separate things happening here:
- A workflow/process issue that may be creating more credits than expected
- Friction in the current product experience around how credits are managed/applied once they exist
Understanding which types of credits occur most often helps uncover a cleaner workflow in the meantime and identify the product gap more clearly.