Store credit can be used for refunds or as part of a rewards program. Follow these steps to issue, adjust, and use store credit for clients.
1. Finding Store Credit
In the client profile, store credit details are under the Financial Summary on the left-hand side.
2. Adjusting Store Credit
Click Adjust Store Credit to add or subtract credit.
Add Credit: If the customer has no store credit, you can only add credit.
Subtract Credit: Optionally, reference a specific order and add a description.
Reference Order #: Search for an order number to link the credit to that order. The order number then shows as a link in the credits table. Click it to go straight to the order.
3. Tracking Store Credit Usage
The Credit Log in the customer profile shows all store credit transactions.
When used as a payment, it appears as a Credit Payment with a reference to the order.
To fix or remove a credit entry, scroll to the Credits section of the client profile:
Edit: Click Edit on a credit entry to change the amount, description, or status.
Delete: Click the Delete (trash can) icon. You will be asked to confirm before the entry is removed.
Only users with permission can edit or delete credit entries.
4. Converting an Overpayment to Store Credit
If a client overpays, you can either refund the amount or convert it to store credit.
Go to the order and click Receive.
The system will warn you of the overpayment.
Select Convert to Store Credit and confirm.
The store credit will be added to the client profile.
5. Using Store Credit as Payment
Once store credit is available, it can be used as a payment method on new orders.
In the payment section, select Store Credit as the payment method.
The client profile will reflect the credit usage.
6. Store Credit and QuickBooks
If you use QuickBooks Online, store credit syncs to QuickBooks as a credit memo. When a client uses credit on an invoice, that is sent to QuickBooks too. To set it up, pick an account in the Account for store credit dropdown in your QuickBooks settings. See Connecting to QuickBooks Online.
Need Help?
If you have any questions, contact our team at [email protected].