How to add or deduct store credit

Store credit is money the business owes the customer to spend in store. The customer's profile shows it at the top, beside what they owe you on account.

Step 1: Open Store Credit

On the customer's profile, open the Store Credit tab. You see their Current Store Credit and history.

Step 2: Add or deduct

Enter the Amount and a Reason. Press Add Credit to give credit, or Deduct Credit to take it away - when deducting, choose whether it is A correction / reversal, Credit expired or Paid out as cash. An admin must approve with their PIN.

Spending it at the POS

Select the customer at the POS, press Add Discount and open the Credit tab to apply their Available Store Credit - or choose Store Credit as the payment method at checkout.

Good to know

• Gift cards sold at the POS load their value onto the customer's store credit, so they are spent the same way.
• Settings on this tab lets you reset credit each month if you run a monthly allowance.