When a customer is added to the transaction, their available credit will show under their name.

Example: store credit

Note: if they have a credit limit, it will also show here.

How to Use Store Credit Toward a Purchase

To use available store credit toward a purchase, click "Use Store Credit" and specify how much credit to use.

Example: use store credit

Click "Ok" and the store credit will apply to the transaction as a discount.

Example: applied store credit

How to Add Store Credit to a Customer

To add store credit to a customer, click "Add Credit" in the POS. Fill out the amount of store credit to add to their account, and click "Ok."

Example: add store credit to a customer

Their available credit will show under their name, and the credit amount will be automatically added to the POS to be paid for.

Example: pay for store credit

Note: If a customer has reached their credit limit, you would use this same process for them to pay toward their credit balance.

You can also add or remove credit by editing the customer and opening the Adjust Points or Credit tab, this will not charge the customer and is used for making adjustments to their account.

Example: adjust store credit from edit customer