This article will explain how to process a Store Credit on a Customer Record and then how to report on Store Credits
Prerequisite
For a user to be able to process a Store Credit on a Customer Record, the user will need to have the user permission - Adjust store credits
How to process a Store Credit on a Customer Record
1. Navigate to the relevant Customer record that you need to process a Store Credit on
2. On the Customer record scroll to the Store Credit section
- Click on
> then select Adjust Store Credits
- Store Credit Adjustment window will pop up for you to complete the Amount and Note and then click on
- The Store Credit Adjustment will be now listing in the Activity section with a running Store Credit Balance under the Summary section
Please Note:
If you have Accounting Integration, keep in mind that once you have added a Store Credit Adjustment it will cause a journal to your accounting package
Debit - Store Credit Expense General Ledger
Credit - Store Credit Accrual General Ledger
The mapping for the above General Ledger can be seen in System Settings > Accounting Integration - Control Accounts - Store Credit Accrual / Store Credit Expense
Example below:
How to run a Report to list Store Credits
It may be necessary to run a report to see a list of all Customers with Store Credits
- Run a Customers Report
- Once the report has generated, click on
and add the Store Credits column
- You can change the report to only list Store Credits by changing the search parameters
> click on 
then click on Store credits - Once the Store Credits is added to the parameters, change Store Credits fields from Any to Greater than 0
- When you click on
the report will change to only report on Customers who have Store Credits greater than 0
To see what the Summary Totals for Store Credits is, click on
Where to use Store Credits
A Store Credit can be used as a Deposit on a Customer Order as well as through Checkout
For further information, please review our article - Using Store Credits as a Customer Order Deposit