---
title: "How to add a credit to a customer profile"
slug: "how-to-add-a-credit-to-a-customer-profile"
updated: 2026-03-27T20:40:31Z
published: 2026-03-27T20:40:31Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add a credit to a customer profile

## Problem

You need to add a credit to a customer's profile for future invoices due to a mistake made in a previous year.

## Solution

To add credit to a customer profile, collect a payment from the customer profile and save the payment without charging.

### Add credit to a customer profile

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer record you want to add a credit to.
2. On the customer profile, click **More![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)> Collect Payment**. ![Menu options for customer actions including payment collection and invoice creation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-add-a-credit-to-a-customer-profile-image-gl2s3xvb.png)
3. On the *Collect and Apply Payments* screen that opens, enter the details of the credit.
4. Select **Apply to Customer Profile**.
5. Depending on the payment type you selected, click **Save** or click **Charge > Save without Charging**.

This process adds a credit to the customer's profile. You can use this credit for future invoices.