After enabling store credit, you can issue store credit to your customers as part of a return.

Issuing store credit as part of a return

To issue store credit as part of a return:

1. Navigate to Sell > Sales history.

   

2. Find the transaction you want to return.

3. Click the reverse arrow icon (Return) to open the return on the Sell screen.

   

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

   

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

6. Click Refund.

   

7. Click Store Credit.

   

8. Complete the sale.

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

Redeeming store credit

Your customers can use their store credit in-store and online to pay for all or some of their purchase.

Redeeming store credit online is not supported by third-party ecommerce integrations.

Redeeming store credit in-store

1. Navigate to the Sell screen.
2. Add items and attach a customer to the sale.
3. Click Pay.

4. To make a partial payment using store credit, update the Amount to Pay, then click Store credit. To pay off the entire sale using the customer's store credit, click Store credit.

   

5. Select another payment method to pay off any outstanding balance.
6. Complete the sale.

The used store credit will be deducted from the customer's account. Their updated credit account balance will be printed on the receipt.

Redeeming store credit online

Store credit can only be redeemed online for eCom (E-Series) store orders paid using online payment methods. If a customer chooses a manual payment method at checkout, store credit is redeemed when the order is paid in-store.

To redeem store credit online, your customer needs to:

1. Add items to their cart.
2. Log in to their customer account using the email associated with their Retail POS customer account.
3. Begin checkout to see how much store credit they can apply.
   • If the order total is less than the store credit balance, the order total is redeemed, and the entire order is paid with store credit.
   • If the order total exceeds the store credit balance, all available store credit is redeemed and applied as a discount.

4. Click Redeem below the order total to apply store credit to the order.

   

5. Continue with checkout and enter a payment method for the remaining purchase amount, if required.

After placing the order, a customer will receive an email with order details, including the amount of store credit redeemed and the remaining store credit balance. Information on applied store credit will also appear on the order details page in My Sales > Orders in your eCom admin.

Viewing customer current store credit balances

You can view a customer's store credit balance from the Customers page. Customers can also view their own balances by logging into their customer account in your online store.

Viewing customer store credit balances in Retail POS

1. Navigate to the Customers page.
2. Find the customer and review the Store credit amount next to their name.

3. To view more information, click the customer's name, then click the Store credit tab.

   

   You'll see the customer's current store credit balance, most recent store credit transactions, the user who issued store credit to the customer, and any notes attached when issuing the store credit.

   

Viewing store credit balance online

For store credit to sync between online and in store purchases, customers must use the same email address for their online account and their customer account in Retail POS.

Your customers can log into their customer accounts on your online store to view their credit account balances. Customer accounts also include data on redeemed store credit for individual orders and which orders were refunded into store credit.

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