How to Apply an In-Store Credit to your Store Account Balance

There are 3 different ways to add an In-Store Credit to a Store Account Balance. You will be walked through both ways on this Knowledge Base article.

Option 1 - Store Account Credit Sale Type

Go to the Sales Screen and Change the Sale Type to Store Account Payment. If you cannot see this option in the Sale Type dropdown, you will need to go to Company>Settings>Store Accounts and turn on Customer Store Accounts and Save.

You will want to add the customer to the Store Account Payment Sale and and then add the Amount the Customer is wanting to pay on their Store Account. You would then process the sale per the usual workflow, Choose Continue and Choose a Payment Type, Add the Payment, and Complete the Sale.

**If you want to use this Option to Credit a Customer for a Consignment Payout, instead of paying for a Consignment Item with Cash or Check, you will just need to create a custom payment type of Consignment Payout and use that payment type when completing a Store Account Payment this way.

Option 2 - Manually Adding Credit to Store Account

If the customer has an open sale in the sales screen with items on it, and you want to be able to add a Store Account Credit you can go to their Customer Profile by going to Sales>Customers>Search Customer>Edit.

Scroll Down to Store Account Balance... If there is an existing store account balance (either positive or negative) you will need to do a little math! :) Whatever the amount is in the Store Account Field, you would subtract from that number the amount of Store Account Credit you would like to give to the customer.

(For this Example, there is a an existing Balance on the Store Account of $100. But you would like to give the customer, $250 Store Account Credit. You would change this field to $-150 and Save)

(You can notate the Store Account Credit applied in the Internal Notes Box above the Store Account Balance)

*Internal notes will show up on the sales screen but will not print on a receipt.* You can also notate the Credit on the Customer's Sales Receipt and making it viewable for their documentation as well as yours. (See Below)

Option 3 - Creating a Store Account Credit Item and Using the Sales Module to Apply the Credit 

For starters on this process, you will need to create the Store Account Credit Item in your Inventory. You will want to create the item, naming it something to the affect of "Store Account Credit".

Specific settings you want turned on or set for this item include:

• Set the Category for this Item to Store Account Payment
• Set the UPC for STOREACCTCRDT
• Set the Item Settings as Is Barcoded, Is Service and Disable Loyalty. 
  • *If you do not Disable Loyalty on this item, it will Subtract from Customer's Loyalty Points*
• Setting the Product ID and Description is OPTIONAL
• SAVE!

Next you will want to open the Sales Screen and Add a Customer to the Sale and Add the Store Account Credit Item to the Sale. For a Store Account Credit, the amount set on the Item will need to be Negative! (Example: -$150.00)

You will then Click the Continue Button to Proceed with Applying this Credit. You will need to: 

• Choose the Payment Type as Store Account.
• Make sure to turn OFF the Create Invoice Checkbox.
• Optionally you can add a Note to the Sale/Receipt documenting the Reason for the Credit and you can set this to show on the Receipt for the Customer's Knowledge. 

At this time, you can Complete the Sale! :)