Objective

To remove manually issued store credit from a customers' balance, rather than as part of a return.

Setup

•  Retail POS for Mac or PC

Steps

There is no function in Retail POS to remove manually issued store credit. You will need to create a product and then 'spend' the store credit.

Create a store credit product:

1. Navigate to Products -> Products
2. Click Add Product
3. Enter the Product Name as Store Credit Adjustment
4. Select Standard Product
5. Leave the Supply Price and Retail Price blank
6. Click Add Product
7. On the Edit Product page, set Tax to No Tax
8. Uncheck Track Inventory for this product
9. Click Save

Process a sale to remove the store credit

1. Add the customer to the sale whose store credit you want to remove
2. Add the store credit product to the sale
3. Click on the product to expand the view
4. In the drop-down click the box under Price
5. Type in the amount of store credit you would like to remove
6. Click Pay
7. Click Store Credit
8. Click Done

Additional Information

• How to add products into Retail POS
• Adding a Customer to the Sale
• Using this workaround will impact your reporting as it will count towards measures such as Average Spend, Avg. Items per Sale, Sale Count, etc.