How to Issue and Apply Customer Credits

This article provides instructions on processing and using Customer Credits as a payment option. Customer Credits allow you to issue a credit to customers for future purchases instead of processing a refund.

You may refer to this tutorial for a step-by-step guide on Customer Credit Applications: https://www.youtube.com/watch?v=wX0waLS9cwU

Step 1: Access the POS Module

Open the Point of Sale module by taking these steps:

• Open your left navigation menu.

• Click on the Sale menu option.
  
   
  

Step 2: Issue Customer Credit on a Return

• Add a return line item or Customer Return from a previous sale. For more information regarding submitting a return through the POS, you may refer to this article [Submit a Customer Return through the POS]

• Select the customer, and the system will display any existing House Account and Credit Account balances.
  
  

• In the checkout process, select Customer Credit as the payment option.
  
  

• Complete the sale to issue the credit for future purchases.
  
   
  
  
  

Step 3: Verify the Credit Issued in Customer Profile

• Open the left navigation menu and select Customers.
  
   

• Navigate to the customer's profile. For this example, we will be using the customer named Lequirus.

• In the profile, go to the Account tab to see the Customer Credit Summary.
  
  

  • Look for the Issued type transaction in the history.

Step 4: Apply Customer Credit on a New Sale

• Return to the Sale module and add a sale item.
  
  

• Check the customer’s balance dialog to view the updated credit balance.
  
   

• In the payment section, select Customer Credit as the payment option.
  
  

• Finish submitting the sale to apply the customer’s credit.
  
   
  
  
  

Step 5: Verify the Applied Credit in Customer Profile

• Return to the Customer’s profile to see the updated credit entry in the summary.
  
   
  
  

  • The latest entry will show the Applied type matching the sale amount.

Note: If a sale where credit was used or issued is voided, the associated credits will be removed.

Troubleshooting 

For any issues encountered when using the Customer Credit application, please contact Flawless POS support for assistance.