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Customer Store Credit

Learn how to issue, apply, and manage customer store credit in Bravo, including balance tracking and usage in sales.

Date Updated: 1/30/2025

Bravo lets you refund to Customer Store Credit, keeping more funds in the store. Check the available Store Credit on the Tender Screen or in the Customer's profile. Review store policies and security before enabling this tender type for transactions.

Contact your Bravo representative at 888-407-6287, option 3 to have this feature enabled.

Instructions

Select one of the links below to go the desired topic.

Convert Layaway Credit to Store credit

Using the Store Credit

Closing the Till and Store

Expire Store Credit Automatically

Reporting

Refunding to store credit

  • A button “Refund to Store Credit” is available for returns whenever items are accepted for refunds.

Convert Layaway Credit to Store credit

  • To find existing Layaway credits in the customer's profile under View Customer screen.
  • Click on the Credits button on the right panel.
  • The Credits window will show the amount of Store Credit the customer has available and any outstanding Layaway credit.
  • Next step is to select a layaway credit, then click Ok.
  • At the tender screen in the Refund Payment Method Detail window, click on Refund to Store Credit button.
  • Converting store credit requires Manager Approval

Using the Store Credit

If a customer has a Store Credit they want to use to pay for an item. At the Tender Screen with the customer that has Store Credit.

  • Select the Store Credit tender option on the right which will also show the available credit amount.
  • The Use Store Credit Detail dialog will allow to use the entire amount of Store Credit or only a portion. The choice is up to the customer and the store policy.
  • Click Save to continue.

Closing the Till and Store

Customer Store Credit is a Tender Type in Bravo so it will need to be accounted for when closing the till.

  • If you are set to an Open Count closing type, your screen will look like this:
  • If you are set with Blind Count, you need to verify the credit added for the day. You can see this by checking the Till Register Journal for each till.
  • You can view individual transactions by looking for tender type of Store Credit.
  • You can also view the total for this tender type at the bottom of the report.

 

Expire Store Credits Automatically

To get access to this functionality, please call Bravo support at 1-888-407-6287 extension 3.

Before contacting support you will need to decide on the following:

  • What store in your company will post the expiration of these Store Credits for accounting.
  • Number of days that Store Credits will be idle before expiring.

There is a General Ledger (GL) Account for this called STORE CREDIT EXPIRATION that can be enabled.

Reporting

There are two reports that will assist with information on store credit, Credit Journal and Credit Balance.

  • Credit Journal - This report will help audit and review customer credit for your store. To learn more about this report, click the report link, Credit Journal Report
  • Credit Balance - This report will allow you to view the balance of customer credit for any selected date or credit type. The report will also display all credits active at the end the date selected for the report. To learn more about this report, click the report link, Credit Balance Report.