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In-Store Credit

CoreBridge allows for refunding payments to In-Store Credit. In-Store Credit can be available as a Payment Method on current or future orders. For additional information on company options for in-store credits, please see Company In-Store Credit. 


Table of Contents



Refunding Payments to In-Store Credit


To issue an In-Store Credit as a refund on a payment made on an Order, navigate to Sales / Orders.  



1. Click on the Order that needs to be refunded. 

Note: Use the search field to narrow the list if needed. 

2. Click on Payment History.

Note: This will redirect you to the Payments screen.



3. Click on the Invoice to be refunded.



4. Check the box next to the Payment ID to be refunded.

Note: Early Payment Credit is non-refundable. Refunds can be full or partial amounts.

5. Click on Initiate Refund.



6. Select In-Store Credit from the dropdown list. 

7. Select whether to Refund All Available Funds or Partial Refund.

    a. Enter the Refund Amount if you have chosen a Partial Refund.

Note: This field will be hidden if you are issuing a full refund.

8. Enter a Reason for Refund, if desired.

9. Click Process Refund.


      

Note: A message will pop up that the refund to In-Store Credit has been processed with the amount.



Applying In-Store Credit on an Open Order


To apply an In-Store Credit on a company record with open orders, navigate to Sales / Customers / Companies.



1. Select the Company. 

2. Go to the Orders tab.

3. Click on the Order you would like to apply the In-Store Credit.



4. Click Enter Payment.



5. Use the dropdown to select In-Store Credit.

6. Enter the amount of available In-Store Credit that will be applied to this order.

Note: Full or partial In-Store Credit can be entered. 

7. Payment Notes - Enter a note for this payment.

8. Click Submit Payment.

    


Note: A message will pop up that the refund to In-Store Credit has been processed with the amount.



Applying In-Store Credits as a Payment


To apply an In-Store Credit as a Payment, navigate to Sales / Payments.



1. Click the Green Plus icon to add a payment.

Note: This will open up a New Payment screen.

  


2. Use the dropdown to select the Company to apply the In-Store Credit. 

3. Use the dropdown to select the Order Location. 

4. Check the box(es) to the left of the open order(s) that the In-Store Credit will be applied to.

5. Enter the amount of the In-Store Credit that is to be applied to the Order(s).

Note: This field will automatically populate with the Order Total, but can be edited. The field will appear orange a partial payment is entered. If an overpayment is entered, an alert will show above.

6Click Continue. 



7. Use the dropdown to select In-Store Credit.

Note: The Payment Amount will auto populate and can not be changed. Cancel and go to the previous screen to change the payment amount. 

8. Enter a Payment Note, if desired.

9. Click Submit Payment.

   


Note: A message will pop up that the refund to In-Store Credit has been processed with the amount.

Modified on: 2025-03-14 13:58:37 -0600

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