Retail POS: Receipt Options - Apply Store Credit

Retail POS: Receipt Options - Apply Store Credit


Back Office

  1. Roles - The access will be provided for Roles who need to access the Store Credit option in POS. The Apply Store Credit and Redeem Store Credit toggles must be enabled in POS. For more information on a Customer's Store Credit options, see the POS section of the Roles article.

POS

Apply a Store Credit To An Order

When applying Store Credit to a Receipt, a Customer must be added to the Receipt. If a Customer isn't added when attempting to apply Store Credit, a pop-up with the message 'Please attach customer to apply store credits' appears.

  1. Attach the Customer to the Order and add any Retail Item(s).

  2. Select the Options icon at the bottom.


  3. On the Receipt Options screen, select Apply Store Credit.

    1. A Customer that currently has a Credit Balance will need to be attached to the Order.

  4. If there is a Credit Balance for this Customer then the Apply Store Credit pop-up appears, along with a field to enter the Amount to apply and the Remaining Balance below the field.


  5. Enter the Amount of Credit to be applied for this Receipt - up to the full Amount of the Receipt or the Remaining Balance of the Credit, whichever is smaller. When a value is entered, the Remaining Balance will automatically update.

  6. Click Apply Credit. You are returned to the Order screen, where the 'Store Credit Applied'  pop-up appears at the top-right (click the X to close) and the Amount will be added as the Store Credit line item.
​

Remove Store Credit Applied From An Order

  1. Select Option.


  2. On the Receipt Option screen, select Apply Store Credit.


  3. The applied Store Credit will be unselected and removed from the Order.


Customer Profile Screen

When any new Customer is created, their Store Credit's Balance can be updated

  1. Click + Add Credit.

  2. On the Add Store Credit pop-up that appears, enter the desired Credit Balance then click Add Credit.


  3. Once the Store Credit is added, the new Balance will be added to that Customer and will appear on the Customer Profile screen.
    1. You can edit the previously entered Amount by clicking on Edit, and the Edit Store Credit pop-up appears.



Notes

  1. When Store Credit is applied to any Receipt and if any Refund/Void occurs then this Store Credit will be added back to that corresponding Customer's account.
  2. Receipts - Store Credit will be reflected in all receipts. 

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