How do I issue and apply customer credits?

Modified on Wed, 8 Oct at 2:23 PM

  • Issuing Customer Credit:
    • In the Sale module, process a return and select the customer.
    • During checkout, choose Customer Credit as the payment option to issue credit for future purchases.
    • Verify the issued credit in the customer's profile under the Account tab.
  • Applying Customer Credit:
    • In the Sale module, add items to the cart and select the customer.
    • During payment, choose Customer Credit to apply the available credit.
    • Complete the sale; the applied credit will be reflected in the customer's account.

Related Article: How to Issue and Apply Customer Credits

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