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Issuing and Applying In-Store Credit

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In-Store credit can be a handy way to give back to your customers in the form of discounts and refunds. PayGo has made it easy to track each in-store credit your stores issue, as well as which customers are receiving and using those in-store credits. 

Issuing In-Store Credit

For your convenience, PayGo has set up a default product ID 997 for issuing in-store credit.

To issue in-store credit to a customer, enter the product ID code 997 in your Product Search field. When 997 is added to a sale, you will be asked on the invoice to list the product Price and Item Name. The default is set to 0 and InStore Credit. It will be added to the sale as an item with Qty (quantity) set to -1 for the credited amount, and the invoice will automatically subtract the credited amount from the sale.

To finish the transaction, click the Issue Credit button from your payment buttons on the right side of the screen.

Note: Store credit can only be issued if a customer account has been added to the invoice. This allows you to track who has been issued in-store credits for your records.

Applying Store Credit to a Sale

To apply store credit to a sale, first add the customer the credit belongs to, to the invoice via the Customer Search field on your Sale screen. When the customer is added to the sale, you will see a Credits button appear next to their name on the invoice. Click the Credits button to open the Open Credits screen for the customer. Select the credit you would like to use by clicking the Arrow button under the Use column. The credit will be automatically applied to the sale and visible in the Payment box, and the credit use will be reflected on the customer’s account. The transaction can be completed as normal.

If the store credit amount is larger than the total invoice amount, click the Issue Credit button from your payment buttons on the right side of the screen. The new in-store credit amount will be applied to the customer’s account and the transaction can be completed as normal. 

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