In-Store credit can be issued to a customer manually or added automatically when a customer submits an overpayment.
How to Issue In-Store Credit:
- Navigate to the customer's page.
- Click on the In-Store Credit tab.
- If this customer already has In-Store Credit, it will be shown here.
- The history section below details a customer's In-Store Credit including the amount and reason it was issued.
- 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.
- 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.
There are 2 types of In-Store Credit listed in the Customer's account.
(1) Overpayment Credit Balance - This accounts for recognizing the liability your business is carrying because a customer overpaid for an order.
(2) Credit Added Balance - This is an In-Store Credit that was manually given to the customer and no physical funds were exchanged. One side of this transaction is treated as an expense.
How to Issue Credit Memo:
- To use Credit Memo, navigate to Sales > Customers > (Customer Name) > In-Store Credit. In the right-hand margin of any history entry in which credit was added to the account, there is now an option to either download or email a credit memo for that added credit
- The default contact for an emailed credit memo is the customer Billing Contact.
- A template for the credit memo communication is available in Management > Customers > Communication.
- A credit memo only displays information for an instance where In-Store Credit was added to an account. It is not meant to show a rolling total, complete history, or current available credit. (The Customer Statement should still be used to provide customers with a current total of available credit on their account.)