Create In-Store Credit

Create In-Store Credit

Instore credit is a credit on the customer's account, which can be applied toward future purchases.

If the credit is due to a return; instead of issuing a refund:

  • Use the Split/Other (four squares) payment icon to proceed to the payment screen.
  • Select Instore Credit from the Payment Options drop down menu.
  • You will see the amount due back to the customer in the Add In-Store Credit field. Click the Enter button to confirm the amount, then the Complete Sale button to finish the invoice.

If the customer is giving you payment to put on their account for future use:

  • Bring up the customer in Point of Sale.
    • If the Customer has never had In-Store Credit on their account 
    • Place a non-inventoried/miscellaneous item on the invoice, leaving it at $0. (This activates the payment icons so you can proceed to the payment screen where the credit will be created.)
  • Select Split/Other (four squares) payment icon
  • Select from the dropdown the appropriate payment method for how the customer is paying you.
  • Enter the amount they are giving you and click the Enter button.
  • Now use the Payment Options menu again, to select Instore Credit.
  • You will see the amount the customer gave you in the Add To field. Click Enter button to confirm the amount, then the Complete button to finish the invoice.

If you are giving the customer credit for another reason (gift):

  • Bring up the customer in Point of Sale.
  • Place a non-inventoried/miscellaneous item on the invoice, leaving it at $0. (This activates the payment icons so you can proceed to the payment screen where the credit will be created.)
  • We suggest editing the description if the credit is for something specific, so their history will reflect the reason.
  • Click the Split/Other (four squares) payment icon.
  • Select Instore Credit from the Payment Options menu.
  • Enter the amount you are giving them in the Add To field
  • Click Enter button to confirm the amount, then the Complete button to finish the invoice.
  • You will note on the finalized invoice that the source of the credit is Expense Account; this is correct.

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