Overview:
A "Store Credit" can be created when completing a return.
A valid customer is required to be attached to a transaction in order to issue a "Store Credit" as a refund.
It is not possible to create "Store Credit" for refund for the "walk in customer" (i.e. the default customer when no other customer is attached).
Steps to Issue a Credit Store to a Customer:
1) Start a 'Return' transaction for a prior Sale - There are various way to start a return transactions - from the Action Menu>Transactions, Action Menu >Items or the Sales Dashboard. This will need to include an item previously purchased.
2) Click on the red 'Refund' button, which will appear instead of the orange 'Pay' button
3) After clicking on "Refund" button, a pop up window will appear. Click on "Store Credit".
4) A new window will appear from where you can enter the amount which you want to be applied on "Store Credit". Then click "Apply to Transaction".
You have just created a Store Credit for the valid customer.
Check Store Credit Balance:
To see whether a customer has a Store Credit or to check the balance on the Store Credit, you can navigate from Customer>>Select Customer>>Store Credits Tab.
Creating a Sale With Store Credit Payment Method:
Steps:
To be able to pay a sale with store credit, it is necessary to add a valid customer to your Sale which also has a Store Credit balance.
1) During Sale Process, after Clicking on "Pay" button, Payment methods window will appear. If not customer has been added to the transaction, or if a customer without a Store Credit Balance has been added to a transaction, the Store Credit button on the tender screen will not be active.
From here you can select Store Credit option as shown in the screen below:
2) Once you have clicked on Store Credit option, another window will pop-up, allowing you to select which Store Credit should be applied to the transaction. You can multi-select credits if the customer has more than one Store Credit outstanding. Then click "OK"
3) After this process, enter the amount which you want to apply to the sales transaction. Then press OK.