---
title: "Issue credit for a customer account without receiving payment"
slug: "issue-credit-for-customer-account-without-receiving-payment"
updated: 2026-03-27T01:39:17Z
published: 2026-03-27T01:39:17Z
---

> ## 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.

# Issue credit for a customer account without receiving payment

## Problem

You need to issue credit to a customer account without collecting payment. This is due to the customer receiving a discount. You want it to be visible in the customer account.

## Solution

1. [Create a payment type](/v1/docs/set-up-payment-types-in-servicetitan) to be used when issuing credit after a discount. You can label this payment type as *Credit Issued*.

> [!NOTE]
> **Note:** Set this payment type to export as Journal Entry so the credit gets exported to QuickBooks correctly.
2. Go to the customer profile and [collect a payment](/v1/docs/collect-a-payment).
3. On the *Collect and Apply Payments* screen, select the payment type you created in step 1 and enter the amount you want to issue to the customer as credit.
4. Select *Apply to Customer Profile*.
5. When finished, click **Save**.