Rollover Credit to Next Season
Keep customer deposits as credit for the next season
Rollover Credit to Next Season
Learn how to convert a customer deposit into credit for future use.
When to Use This
Use this workflow when:
- A customer cancels but wants to keep their deposit for next season
- You want to convert a payment into credit
- A customer requests to apply their payment to a future booking
Before You Start
Make sure you have:
- The invoice number or customer name
- Confirmation that the customer wants credit (not a refund)
Steps
Find the Invoice
Navigate to Invoices and search for the customer or invoice number.
Open Invoice Actions
Click the invoice to open the detail panel, then select Actions → Issue Credit.
Select Rollover
Choose Rollover and confirm the amount to convert to credit.
The full payment amount will be converted to credit. The customer can use this credit on future invoices.
Confirm and Process
Review the summary and click Process Rollover. A credit memo is created for the customer.
Using the AI Assistant
You can also say:
"El cliente García canceló, quiero guardar el depósito para el año que viene"
or
"Rollover the deposit from invoice 0032 as credit"
The assistant will guide you through the same process.
What Happens Next
- Credit memo is created
- Invoice status updates to "Rolled Over"
- Customer credit balance increases
- Credit is available for future invoices
- QuickBooks syncs automatically
Related
- Cancel and Refund - Issue a refund instead
- Apply Credit - Use credit on a new invoice
- Credits & Credit Memos - Learn about credit management