Adding store credit to a customer balance

By the end of this article, a customer has a store-credit balance that can be spent at checkout.

This is an admin action

Only an admin login sees the Adjust credit button on a customer’s row. It does not appear for a cashier.

Adjust the balance

1. Open Settings, click the Customers card, and find the customer.
2. Click Adjust credit on their row.
3. Enter an Amount. A positive number adds credit; a negative number removes it.
4. Enter a Reason. This is required.
5. Click Apply.

The customer’s Store credit column updates immediately to reflect the new balance.

Spending it

Once a customer has a positive balance, Store Credit becomes available as a tender for their sales at the register. See Taking a payment with store credit.