Store Credit

Store Credit

Store Credit Feature 

Overview - The Store Credit feature allows businesses to issue and manage credit balances for customers directly within the POS system. Instead of providing cash refunds or vouchers, Store Employee using the POS can credit the customer’s account with a specific monetary value that can be used for future purchases. This feature enhances customer retention, improves refund flexibility, and provides better control over store transactions

Pre Requisites 

Enable Store Credit in Back Office- Payment Methods - Store Credit and Save

Sync Register



Condition - There should be a Customer Profile attached to Transaction on the Register in order to use Store Credit Functionality.

Key Functions


Issuing Store Credit


Store credit can be issued manually or automatically (e.g., when processing returns or exchanges).

Employee can assign (Depends on Access Permission ) the credit to an existing customer profile or create a new customer account.

The POS generates a digital record of the credit issuance, including the amount, reason, and Employee Name.





Redeeming Store Credit

During checkout, customers can choose to apply available store credit toward their total purchase.

The system automatically deducts the redeemed amount and displays the updated balance.

Store credit can be combined with other payment methods (cash, card, or digital wallet).








Balance Tracking

Each customer’s available store credit balance is stored in their profile.
Staff can view the credit history (issued, redeemed) from the Back-office Customer Profile.

Benefits


Increases customer loyalty and encourages repeat purchases.
Reduces cash refund costs and potential fraud.
Simplifies return/exchange management.
Provides insightful data for marketing and financial planning.


Example Workflow


A customer returns an item worth $50.
The cashier processes the return and selects “Issue Store Credit” instead of refunding cash.
The customer’s account now shows a $50 Store Credit Balance.
On their next visit, the customer makes a $70 purchase and applies their $50 credit.
The POS deducts $50 from their balance, and the customer pays $20 using another payment method.

Under Customer Profile






Report




Important - This Feature can also be Controlled through Access Permissions





Note -If your store is part of a multi-location hierarchy, you can control whether store credit is shared between locations using the toggle found under Settings → Multi Location Settings.


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