In Retail POS, you can enable this feature to issue store credits to your customers as part of a return. These store credits are placed on your customers' accounts and can be used to make future purchases.

Enabling store credit

To get started with store credits, you will need to enable it for your store. To do this, follow the steps below:

1. Navigate to Setup > Store Credit.
2. Click the toggle next to Enable Store Credit. This will turn on and enable the option to issue or redeem store credit in your store.

   

To use Retail POS store credit when integrated with Xero or QuickBooks Online, you must set up liability mapping before issuing store credit. For more information on how to do this with Xero, refer to our Using Retail POS (X-Series) store credit with Xero guide. For more information on how to do this in QuickBooks Online, refer to our Using Retail POS (X-Series) store credit with QuickBooks Online guide.

Setting user permissions

By default, only managers and admins can issue and redeem store credits. If you'd like to enable this feature for cashiers or other roles:

1. Navigate to Setup > Users.
2. Select the Roles tab.

   

3. Select the role you wish to edit (in this case, Cashier).

   

4. Click the checkbox labeled Issue store credit for a return sale.

   Allowing this feature gives this role permission to perform returns and exchanges on normal sales.

   

5. Click Save changes.

   

Your cashiers can now issue and redeem store credits during transactions.

Issuing store credit as part of a return

Now that you've enabled store credit, you can issue store credit to your customers as part of a return.

1. Navigate to Sell > Sales history.

   

2. Optionally, use the filters to find the transaction you wish to return.
3. Click the reverse arrow icon to open the return on the sell screen.

   

4. Make sure the customer is attached to the return. If you did not attach your customer to the original sale, you need to add them now so you can place the store credit against their customer account.

   

5. Optionally, click the trash can icon to remove any items your customer does not wish to return.

6. Click Refund.

   

7. Click Store Credit.

   

8. Click Complete Sale.

   

This completes the return and adds store credit equal to the value of the returned item to your customer's account.

Issuing store credit manually

Sometimes you might need to issue a store credit that is not tied to a return, such as a courtesy or special promotion for valued customers.

To learn more about manual store credit, see this article.

Redeeming store credit

To redeem a customer's store credit:

1. Create a sale for the items they wish to purchase.
2. Add their customer account to the sale.
3. Click Pay.
4. Once on the payment screen, you will see the amount owed as well as a range of payment options.

   

5. To pay off the entire sale using the customer's store credit, click Store credit.

   

6. If you only want to make a partial payment using store credit, change the amount tendered to the desired amount and then click Store credit.

   You can then charge the customer for the outstanding amount using another payment method.

This will complete the sale and deduct the used store credit from the customer's account. The customer will be able to see their updated store credit amount on the sale receipt.

Viewing a customer's current store credit

You can quickly view a customer's current store credit amount by navigating to the Customers page and looking at the Store credit amount next to their name.

To view more information, click the customer's name and select the Store credit tab.

Here, you will see the customer's current store credit balance, along with the five most recent store credit transactions. You will also be able to see the User who issued a store credit to the customer at your store and any associated notes attached when issuing the store credit.

Disabling store credit

If you no longer want to use store credit in your store, you can turn the feature off at any time.

You will not be able to issue any new store credit or redeem any existing store credit once the feature is turned off.

All store credit balances against your customers will be retained when turning off store credit. If you choose to enable store credit again, your customers can continue to redeem their existing store credit.

To turn off store credit:

1. Navigate to Setup > Store credit.
2. Click the toggle next to Enable store credit. This will turn gray and remove the option to issue or redeem store credit in your store.

Store credit will now be disabled in your store.

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