Customer Credits are given to the customer when they return an item and you give them Store Credit or they don't come back for a layaway and the Layaway has to be expired. If your store allows them, the customer gets a credit for how much money they put into the item (minus any Layaway restocking fees).
To find out what Credits a customer has available, first find the customer by doing a Search on the Dashboard.
Once you are on their profile you can click on the Credits button to find out what Credits the customer has to use.
A new window will pop up showing how much Store Credit they have (from returns or canceled layaways that the customer received a credit for) and Expired Layaway Credits.
Here you can see
- Layaway Number - Number that expired layaway was under
- Start Date - When the layaway started
- Layaway Amount - How much the entire Layaway was going to be worth if purchased
- Last Payment Date - When the customer last paid on the layaway
- Credit Date - When the layaway was expired and made into credits
- Credit Amount - Amount the customer can potentially obtain from the expired layaway
To use the layaway credits that the customer has built up you will need to highlight one or more credits and click OK. This will take you to the Transactions Screen.
From here you can either give the customer back cash or have them bring up an item for sale. The choice is yours.
Date Created: 1/8/20
Date Updated: 12/4/24