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MerchantPlay Store Credit Feature

Posted on 17th Aug 2015 in Support

Store Credit Accounts help you extend a line of credit to customers and keep track of customer balances and credits. This article describes how to:

  • Open a customer store credit account
  • Top up a customer store credit account
  • Utilise the store credits as mode of payment

OPENING A STORE CREDIT ACCOUNT

  1. Click Customers from the Main Menu, and then click on the customer code of the customer you want to open the account for.
  2. Go to Store Credit Account section and click on Open store credit account link.

TOP UP A STORE CREDIT ACCOUNT

  1. Click POS from the Main Menu and search for the customer whose store credit account you want to top up and then click Credit.
  2. Enter the amount to top up and click Top Up.
  3. A line of sales entry will be added indicating that it is a Store Credit Top-up with the intended customer name. Only the top-up amount will be editable.
  4. Click Complete Payment to finish the sale transaction.
  5. Check customer profile to verify that the top-up is successful.

UTILISING STORE CREDITS AS MODE OF PAYMENT

  1. Go to Settings->Payment Modes and click on Create.
  2. Enter the name of the new payment mode as Store Credit and select type as Store Credit.
  3. Go to POS, search for the customer whose store credits you want to use, add items as you would normally, and then click Payment.
  4. Enter the amount to be tendered for in the Tender text box or simply select quick payment button (i.e. Exact or $100/$50/$10/$5/$2 button).
  5. Click Store Credit on the payment screen.
  6. If the amount of the sale is greater than the balance of the store credit account of the intended customer, you will be prompted, and you will need to take additional payment to cover the remaining amount due.
  7. Click Complete Payment to finish the sale transaction.

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