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Prepaid Store Credit 2015

Using prepaid store credit will allow your customers to prepay for a set amount of money to use later on purchases at your store. This differs from extended store credit, which allows you to offer credit to your customer without prior payment, and is detailed in this support article.

The first step, if you have not done so already, is to enable store credit in the back office. this process is detailed in this support article.

To add store credit to a customer’s account, first select the customer in the POS, then click on their name to bring up the customer card.

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On the customer card, click the dollar sign icon

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This will bring up a screen which prompts you for the amount of credit the customer wishes to add. Enter the amount here.

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From here, you can tender the sale like any other sale.
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Once a customer has credit associated with their account, the credit is treated the same as extended credit. For details on tendering a sale using credit and running a balance report, please refer to this support article.

 


Related Guides

Extending Store Credit 2015
Promotions & Rewards Points v2015
Adjusting Customer Account Balance v2015