In-Store Credit provides a convenient way to manage Customer overpayments or issue credits without processing a refund. Credit can be added to a Customer’s account automatically when an overpayment occurs, or it can be issued manually for situations such as Customer satisfaction adjustments, order changes, or promotional credits. This ensures accurate account tracking and provides flexibility in managing Customer balances.



Table of Contents



In-Store Credit Overview


Navigate to Sales Module / Customers and select the appropriate Customer.


1. Select the In-Store Credit tab.

    a. Use the plus and minus buttons to expand or collapse the location and view additional details.

Note: Customers can only use In-Store Credit at the location where their credit is issued.

    b. If the Customer already has In-Store Credit, the available balance will be displayed here.

    c. Credit Added Balance – Refers to In-Store Credit manually applied to a Customer’s account when no funds were received. The offsetting entry for this transaction is treated as an expense.

    d. Overpayment Credit Balance – Tracks the amount your business owes to a Customer due to an overpayment on an Order.

    e. The history section provides a detailed record of a Customer’s In-Store Credit, showing the amounts issued, along with the reason or source for each credit.




Managing Credit Added Balance


1. Click Add or Reduce.




2. Fill in the pertinent information as it applies to Adding or Reducing In-Store credit.

3. Click Add Credit or Reduce Credit.




Managing Overpayment Credit Balance

1. Click Refund.


2. Check the box next to the appropriate payment.

3. Adjust the amount if needed.

4. Click Process Refund.

Note: For more information on Refunds, please see Entering Refunds.




Issuing Credit Memos


A Credit Memo provides details for a single instance where In-Store Credit was added to a customer’s account. It serves as documentation of that specific credit transaction and can be downloaded or emailed directly from the corresponding history entry. This allows you to easily share or store a record of issued credits for your customers.


Navigate to Sales / Customers and select the appropriate Customer.


1. Select the In-Store Credit tab.

2. Click the Email icon.



3. Update any information.

Note: By default, Credit Memos are emailed to the customer’s Billing Contact.



Note: The template for credit memo communication can be updated at any time in Management / Customers / Communication. For more information, please see Customer Communication Settings


Note: A Credit Memo displays details for a single instance where In-Store Credit was added to a customer’s account. To view the customer’s total available credit, use the Customer Statement.