Store Credit

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This guide will show you how to issue and apply Store Credit for an invoice

Issuing Store Credit

  1. Open the Original Invoice for the item that is being returned.

  2. Verify the Customer’s Information is correct

  3. Select Show Payments

  4. Select the Drop Down next to Balance Payoff Method

  5. Select Store Credit

    1. The customer will now have a Store Credit attached to their account to be used later.

  6. Exit the Invoice

Using Store Credit

  1. Start a New Invoice or Select an Existing Open Invoice

  2. Verify the Customer’s Information is correct

  3. Continue with the invoice as normal

  4. When ready for payment select Show Payments

  5. Select Use Store Credit

    1. A prompt will show to select what credit to use

    2. Verify the amount with the customer

    3. Select Use Credit

  6. Credit has now been applied

    1. The Store Credit line item will show what invoice the credit came from

  7. Continue with the Invoice as normal