In-store credit can be issued to a customer manually or added automatically when a customer submits an over-payment.


How to Issue In-store Credit:

  1. Navigate to the customer's page.
  2. Click on the In-Store Credit tab.
  3. If this customer already has In-Store Credit, it will be shown here.
  4. The history section below gives details about a customer's In-Store Credit including the amount and reason it was issued.


  5. Click on the plus sign to the left of your location. If you have multiple locations, select the location you need to issue credit for.

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

  6. Select from the options below:
    • (A) To add a Credit balance for this customer, click Add.  Enter the amount, select the location, and add any notes as needed.  Then click Add Credit.
    • (B) To Reduce an existing credit balance, click Reduce.  Enter the amount, select the location, and add any notes as needed.  Then click Reduce Credit.
    • (C) You can refund a credit by clicking Refund.  For more information on refunds, please refer to the Entering Refunds article.