Redeeming customer credit issued at another store

Initial Setup

At each store, create a payment type via Utilities > Lists > Sale Payment Types called “Customer Credit from [Store Name]” — replacing [Store Name] with the relevant store’s name.
Set the Banking Type to Non Applicable.

Using Customer Credit Across Stores

Step 1: Reduce Credit at the Original Store

1. On the original store’s system (where the credit was first issued), find the customer and view their details.

2. Select ‘Customer Credit’ to confirm the available balance.

3. While on this screen, click ‘Decrease Credit’ and enter the amount of credit the customer is using.

4. Click Save.

Step 2: Make the Sale at the Current Store

1. At the current store (where the customer is making the purchase), start a new sale.

2. In the Store dropdown, select the original store (where the customer was first entered and issued credit).

3. Search for and select the customer, then proceed to the sale screen.

Step 3: Process the Sale

• Enter the items being purchased as normal.

• In the Payment section, enter the amount of customer credit being used.

• Select the payment type “Customer Credit from [Store Name]” (using the name of the store that originally issued the credit).

• If there’s a remaining balance, enter any additional payment types as required.

Step 4: Finalise

• Print the receipt.

• Exit the sale.