Store Credits

Cashier Manager Admin

Use this page to check a customer's store credit and use it to pay at the register.

Quick steps

1. Ring up the items and attach the customer (see Customer Lookup).
2. Tap STORE CREDIT in the payment buttons. The window shows their Available Balance.
3. If the credit covers everything, tap Complete Sale. You're done.
4. If it doesn't, tap Apply Credit $X.XX. The credit shows in the cart totals — take the rest with another button, such as CASH.

tip

To check a balance without paying, tap the i button next to the customer's name. The Store Credit section shows their Balance and recent activity.

Common questions

I don't see a STORE CREDIT button. An admin has to turn it on: Settings → Operations tab → Payment Types → Enable Store Credit Payments.

The window says a customer must be attached. Store credit belongs to a customer. Attach them, then tap STORE CREDIT again.

Can I add credit to a customer's account? With the Manage Store Credits permission (managers and admins by default), open their details with the i button and tap Issue Store Credit.

Can they use credit from our other location? No. Store credit only works at the store where they have it.

I applied credit but want to take it off. Tap the X on the Store Credit line in the cart totals. Nothing comes off their balance until the sale is completed.

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More detail: how store credit works and checking a balance

Store credit is money a customer has on account at your store. It usually comes from a return refunded as store credit, an exchange, a loyalty reward that gives store credit, or credit a staff member issues. At the register you can see a customer's balance and use it to pay.

How Store Credits Work

Each customer has one store credit balance. Everything that adds credit (returns, exchanges, store credit rewards, credit issued by staff) goes into that balance, and paying with store credit takes money out of it. There are no separate credit codes to look up. Attach the customer and their balance is there.

Store credits are store-specific

A customer's balance belongs to the store where it was built up. In a multi-store setup, credit from one location can't be used at another.

Checking a Customer's Balance

The cart doesn't show the store credit balance. To see it:

1. Attach the customer to the sale (see Customer Lookup).
2. Tap the i (info) button next to their name to open the customer details window.
3. The Store Credit section shows their Balance and their five most recent credit transactions (money added in green with a +, money spent in red with a −).

The Store Credit payment window also shows the balance when you go to pay.

Checking a balance without selling anything

The details window only opens for a customer attached to the cart. Attach the customer, check the balance, then tap the X next to their name to remove them.

More detail: paying with store credit, step by step

Paying With Store Credit

Step-by-Step

1. Build the cart.
2. Attach the customer. Store credit can only be used when a customer is attached.
3. Tap STORE CREDIT in the payment buttons.

Store Credit must be turned on

The STORE CREDIT button only appears when an admin turns it on: Settings → Operations tab → Payment Types → Enable Store Credit Payments. See Operations Settings.

4. The Store Credit window shows:
   • Total Due
   • The customer's name and Available Balance
   • Credit Applied: the smaller of the balance and the total
   • Remaining to Pay, if the credit doesn't cover everything
5. What you tap next depends on the balance:
   • Balance covers the whole total: tap Complete Sale. The sale is done, and the amount comes off their balance.
   • Balance is less than the total: tap Apply Credit $X.XX. The window closes, a Store Credit line shows in the cart totals, and the total drops by that amount. Take the rest with another payment button, such as CASH or CARD.

Customer required

Without a customer attached, the Store Credit window says "A customer must be attached to use store credit". If the customer has nothing on account, it says "This customer has no store credit balance".

Credit Covers the Full Sale

Example: The sale total is $25.00 and the customer has $40.00 in store credit. Tap Complete Sale. $15.00 stays on their balance.

Credit Covers Part of the Sale

Example: The sale total is $50.00 and the customer has $20.00. Tap Apply Credit $20.00, then collect the remaining $30.00 with cash or card. If the customer pays the $30.00 with a $50 bill, the cash window shows $20.00 change.

To take the applied credit back off before you finish, tap the X on the Store Credit line in the cart totals.

note

The credit is only taken off the customer's balance once the sale is completed. If the sale doesn't go through, their balance isn't touched.

Store Credit in Split Payments

You can also use store credit inside a Split Payment:

• Choose Store Credit as the method. The window shows the customer's store credit balance.
• The amount fills in automatically with the smaller of their balance and what's still owing.
• You can lower the amount if the customer wants to keep some credit. You can't enter more than their balance.
• Store credit can only be added once per split sale. Pay the rest with the other methods.

More detail: where credit comes from, and the receipt

Store Credits From Returns

When a return is refunded with Store Credit as the refund method, the refund amount is added to the customer's balance straight away, and the confirmation says how much was added to their store credit. They can spend it on their very next purchase, even right after the return.

The credit goes to the customer attached to the original sale. If that sale had no customer, Store Credit can't be chosen as the refund method.

A return with Exchange as the refund method works the same way: the refund goes onto the customer's balance (recorded as "Exchange" and the return number), ready to pay for the replacement items.

A sale paid entirely by store credit, gift card or house account can only be refunded as store credit, not in cash or to a card.

See Returns for how returns work.

Issuing Store Credit at the Register

Staff with the Manage Store Credits permission (managers and admins by default) can add credit from the customer details window:

1. Open the customer details window.
2. In the Store Credit section, tap Issue Store Credit.
3. Enter the amount and pick a reason: Return, Compensation, Gift, Promotion or Other. You can add a note.
4. Tap Issue Credit. The credit is added to the customer's balance.

For issuing and reviewing credit from the admin panel, see Store Credits Admin.

What the Receipt Shows

When store credit is used on a sale, the receipt includes:

• The payment method (Store Credit, or each split method with its amount)
• A STORE CREDIT section with the amount Applied and the customer's Remaining balance

More detail: common scenarios and troubleshooting

Common Scenarios

Customer Wants to Check Their Balance

Attach the customer, open their details window with the i button, and read the Balance in the Store Credit section.

Balance Is Lower Than Expected

Look at the recent transactions in the customer details window. The usual reason is that some credit was spent on an earlier purchase. A manager can see the full history in the admin panel.

Customer Forgot to Use Credit on a Completed Sale

Store credit can only be applied before a sale is completed. To use it on a sale that's already done, the sale has to be voided and rung up again with the credit applied.

Voiding needs permission

Voiding a sale needs the Void Sales permission, which managers and admins have by default. A clerk without it needs a manager to approve the void.

Troubleshooting

Problem	Solution
STORE CREDIT button isn't showing	An admin needs to turn on Enable Store Credit Payments under Settings → Operations tab → Payment Types.
Window says a customer must be attached	Attach the customer to the sale, then tap STORE CREDIT again.
Window says the customer has no balance	They have $0.00 on account. Open their details window to see recent credit activity.
Can't apply more than the sale total	That's by design. Only the amount needed is used, and the rest stays on their balance.
Sale failed after choosing store credit	Nothing is taken from the balance unless the sale completes. Check their balance and try again.
Customer has credit at another location	Store credit can't be moved between locations. It has to be used at the store where they have it.

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What's Next?

• Customer Lookup: find customers at the POS.
• Loyalty Points & Tiers: earning and redeeming loyalty points.
• Split Payments: combining store credit with other payment methods.
• Store Credits Admin: managing store credit from the admin panel.