Store credit

Give clients a balance they can spend at the register or that arises from a refund. Enable the feature in settings, view and adjust the balance per client with a full history, and apply credit when checking out at the register.

Store credit

With store credit you give a client a balance tied to their client card. The client can spend that balance at the register, and a refund can be booked as credit instead of cash. Every change is recorded in a credit history.

Screenshot of the store credit section on the client card

Enabling the feature

Store credit is off by default. Turn it on before you use it:

  1. Go to Settings > Features.
  2. Turn on the Store credit toggle.
While the feature is off, you do not see the credit section on the client card and you cannot apply credit or refund as credit at the register.

Viewing the balance per client

Open a client via Clients. When the feature is on, the Available credit section appears with the current balance and the credit history.

Adjusting the balance manually

Admins can correct the balance manually, for example as a goodwill gesture or a correction:

  1. Open the client and click Adjust manually next to Available credit.
  2. Enter the amount in euros. Use a positive amount to add credit or a negative amount (for example -5) to deduct.
  3. Enter a reason -- this field is required and is recorded in the history and the audit log.
  4. Click Save.
You cannot take the balance below zero. A deduction larger than the current credit is refused. Manual adjustment is only available to an admin.

Credit history

Below the balance is the Credit history with the most recent changes. Each row shows the date, the reason for the change (such as refund, manual correction or spent at the register) with an optional note, and the amount (additions shown in green).

Using credit at the register

If a client has credit, you can redeem it at checkout:

  1. Open the register and select the client.
  2. When the client has credit, the Available credit section appears in the cart.
  3. Enter the amount to deduct from the total, or click Apply credit to use the maximum applicable amount (never more than the balance or the order total).
  4. Check out. The applied credit is deducted from the total and the client's balance is automatically lowered, with an entry in the credit history.
Applying credit is only possible when a client is linked to the order.

Refunding as credit

On a refund at the register you can choose to refund as credit instead of cash. This is only possible when the order is linked to a client and the Store credit feature is on. The refunded amount is then added as a balance to the client card and appears in both the credit history and the refund history.

Frequently asked questions

Why don't I see the credit section? Then the Store credit feature is off (turn it on in Settings > Features), or the client has no credit while you are looking at the register -- there the section only appears with a positive balance.

What is the difference from a gift card? Store credit is a balance tied to one client that arises from, among other things, refunds. A gift card is transferable and has its own code -- see Gift cards.

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Managing clientsPoint of SaleGift cards