Store Credit

When the sale balance turns negative, you can issue store credit to the customer. For more information on how to set up a store credit, click here.

 

Note: Store credit and gift cards are separate features. Store credit is issued as a credit memo when a returned sale results in a negative balance, and is redeemed once using its credit memo number. A gift card is sold as an item, carries a balance that can be redeemed across multiple transactions, and is tracked in the Gift Card List. See Gift Cards for more information.

How to: Issue a Store Credit

A store credit can only be issued while the sale balance is negative — for example, after returning an item without a new purchase to offset it. The payment method used for this must have the Store Credit checkbox enabled on its Payment Method card.

 

  1. Process the return so that the sale balance is negative.

  2. Choose Store Credit as the payment method.

  3. The sale will be processed as store credit, and a receipt with the store credit number will be generated. No document number is entered at this step — that is only needed later, when the credit is redeemed. The customer can use this credit for future purchases.

How to: Use Store Credit for Payment

Customers with store credit can use it for their purchases. The customer needs to provide the store credit number (Document No.) that is printed on the receipt slip issued when the store credit was created.

 

  1. Select Payment menu and click on Store Credit action.

  2. Enter the store credit number (Document No.) when prompted.

  3. The store credit payment will be applied to the sale. Note that the store credit number becomes inactive after use.

 

How to: Look Up a Customer's Outstanding Store Credits

To see which store credits a customer still has available to redeem, use the Customer - Store Credits page.

 

  1. Search for Store Credits, or open the LS Express Administration page and, on the Navigate tab, select Store Credits.

  2. In the Customer No. filter field, enter the customer number to filter the list to that customer's store credits.

  3. The page opens with the Open filter selected, so only store credit entries that have not yet been redeemed are shown. Clear the Open filter to also see store credits that have already been used.

 

Note: Each line shows the document the store credit is linked to (Document Type, Document No., Posting Date, Description), along with the Amount, Payment Method, and whether the entry is still Open.