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:

  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 details 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.

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.)