After enabling store credit, you can issue store credit to your customers as part of a return or manually as a courtesy or special promotion for valued customers.

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. 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

To manually add store credit to a customer's account:

1. Navigate to the Sell screen.
2. Search for the customer and add them to the sale.
3. Click the customer's name to view the customer details.
4. In the customer details window, click the Store credit tab.

   

5. Click Issue store credit to manually issue credit to the customer.

6. Under Store credit value, enter the amount of store credit to issue. Under Notes, add a note detailing your reason for issuing the store credit.

   

7. Optionally, Print receipt to keep a physical record.

Redeeming store credit

To redeem a customer's store credit:

1. Navigate to the Sell screen.
2. Search for the customer and add them 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. The customer will be able to see their updated store credit amount on the sale receipt.

Viewing a customer's current store credit

To quickly view a customer's current store credit amount:

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.

   

What's next?