Taking a payment with store credit

By the end of this article, you have charged a sale against a customer’s store-credit balance instead of cash or card.

Attach the customer first

Store Credit only becomes available as a tender once a customer is attached to the sale. Search for them by name, phone or email in the Customer field above the cart before clicking Charge. A walk-in sale with no customer attached cannot use store credit; the Store Credit button in the payment window stays disabled with a tooltip explaining why.

Charge it

1. With a customer attached, click Charge.
2. Select Store Credit in the payment window.
3. The window shows the customer’s available balance and confirms the amount that will be charged.
4. Click Charge to complete the sale.

The amount is deducted from the customer’s store-credit balance, and the sale’s tender is recorded as store credit, the same as it would be for cash or card.

Adding credit to a balance

A customer needs credit on their account before it can be spent this way. See Adding store credit to a customer balance.