Store Credits

Contents of this Topic: ShowHide

Overview

The Store Credits screen is called by the Process Orders and Manual Orders screens to issue store credit to a customer rather than giving them change or issuing a credit to their credit card. It is important to compare the customer information in the customer record and in the order to be sure that the credit is assigned to or used by the correct customer. If there is conflicting data, differences can be manually resolved by reassigning the order to a different customer ID, or by editing the order or the customer record if necessary.

Description of the screen

Customer Data from Order

• contains the customer information recorded in the selected order

Customer Data from the Customer ID

• contains the customer information recorded in the customer record associated with the current order

Order Balance Due

• displays the balance due on the current order

Credit Total Selected

• displays the total amount of credit available for the selected credit ID (select the row and check the box in the Pay column)

List of Remaining Credits Associated with the current Customer ID

• this section shows a list of available credits for the current customer record

Return unused credit total as change

• select this to refund the credit as change (currency)

OK

• after verifying the customer data, selecting a credit and selecting the box in the Pay column of that row, select this to deduct the outstanding balance due on the order from the selected credit ID

Cancel

• this button closes the Store Credits screen without processing the store credit

Additional information

Created: 5/22/12

Revised: 6/29/15

Published: 08/19/15