logo

ID: 7008
Updated 8/16/2017 11:39:30 PM

  • Contents

Issuing and Redeeming Store Credits

Store Credits can be given to customers to redeem at a later date.

Issuing a Store Credit


You may offer store credits in lieu of a direct refund. Cin7 can issue credits to customers and allow customers to redeem credits against one or many transactions.

To issue a credit:

  1. Return a product or products as normal.
  2. Make sure you have added a customer to the transaction.
  3. When you click on the REFUND button, an option will be available for Store Credit.
  4. Print the receipt - if any Store Credit Terms have been added in the receipt builder, these will appear on the receipt.

The customer should keep the receipt as proof of the credit. The credit will be stored in the system for as long as the expiry period which can be configured in the POS Settings.

Redeeming a Store Credit


If a customer wants to redeem a credit.

  1. Make a sale as normal.
  2. Once all products are in the order, search for the customer.
  3. Complete the sales as usual by clicking PAY.
  4. Click on Store Credit to reveal a list of Credit Notes assigned to the customer.
  5. To add a credit to the order, click on the Code.
  6. In the dialog box that opens, click OK to confirm the redemption.
  7. The value of the credit will be taken from the total.
  8. If the value redeemed is greater than or equal to the total, simply click Finish Order.
    Any remaining credit can be redeemed at a later stage.
  9. If the value redeemed is less than the total of the order, the customer will have to pay the remaining amount in the usual way.