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
- To process a Store Credit or make an adjustment of a Store Credit > Click on
> then select Adjust Store Credits
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51067017184/original/pAF4vOYMCDnCKFQuMkHNjHEccwMSKtn5pw.png?1660888892)
- Store Credit Adjustment window will pop up for you to complete the Amount and Note and then click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51067017343/original/oKoBvpV34sXHhkcQ9qeau-3qvwcf7DXH0g.png?1660888931)
- The Store Credit Adjustment will be now listing in the Activity section with a running Store Credit Balance under the Summary section
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51080746123/original/rjNehbzR2lmZ4l_BxDtfdJgRXSiIV8LrGg.png?1669851448)
How to run a Report to list Store Credits
It may be necessary to run a report to see a list of Customers with Store Credits
- From the Blackpurl Header, click on Reporting > Reports
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51067018104/original/YtRSbo-iSnNnXQU1QKherjHyjb5mrF2KJw.png?1660889129)
- Scroll down to Common Search > People and click on Customers to run the report
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007239998/original/uyzmpKjrZG-6QI1G1cPYsjA5GWDsVp8Mbw.png?1600805780)
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51067020294/original/L_72bj2Zm6pmQwadyErmoZ8x-pafyTTNrw.png?1660889683)
- You can change the report to only list Store Credits by changing the search parameters
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007240027/original/nu2dcGqy0-SS1smdb1nLyk9iaZCNjd9Iqw.png?1600805951)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007240002/original/pKRZW1XQZCm7TIwnbKz7YAdl7EUUbsRNnw.png?1600805805)
- Once the Store Credits is added to the parameters, change Store Credits fields from Any to Greater than 0
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007240007/original/mXoO6-dfaeJjpxUt86kydrKVbRsp_SeHhA.png?1600805836)
- 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
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007240013/original/5JBZQGkOoiMjg72rFxmD0zYAEY2CTWv1tg.png?1600805879)
Further Information
- A Store Credit on the Customer record can be used as a Deposit on a Customer Order
For further information, please review our article - Using Store Credits as a Customer Order Deposit
- If you have Accounting Integration - Please read
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007240024/original/AaE263i7a_AlagQnE1UPJScOy5EyQUBbcQ.png?1600805901)
For further information, please review our article - Understanding Accounting Integration - Step 4 Control Accounts - Store Credit Accrual