Add 'Customer Credit Balance' feature
A
Andrea Hurtado
It would be extremely helpful to have a built-in credit balance feature within Go High Level for customers who pay in advance, whether through GHL payments or via external methods (e.g., Zelle, check, cash, etc.).
Having a dedicated section in each customer profile to reflect available credit would make it easier to apply prepaid amounts to future invoices or services, track remaining balances, and reduce manual reconciliation. Ideally, this credit could automatically apply to upcoming invoices or be manually allocated as needed.
This feature would significantly streamline payment tracking and enhance transparency for both the business and the customer.
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J
Julia Montgomery
Yes, this is somlimiting to not have this
I
Isaac Dibb
Would love to be able to do this with subscriptions/store credit and be able to update contact custom fields via automation when it has been used. Maybe even a way to use a custom field in a coupon/discount field?
C
Cheryl Condon
I asked for this when they reached out to me for input on the "gift card/certificate" option. I think this would be so much more helpful! they said it's not part of the plan yet, but if we keep asking!!!