In-Store Credit allows you more flexibility on payments and refunds within your company. Through CoreBridge, In-Store Credit easily can be increased, decreased, or refunded for each individual company.
Managing In-Store Credit
To find, add and edit in-store credit navigate to Sales / Customers / Companies.
1. Select a Company.
2. Select the In-Store Credit Tab.
Note: If the customer is a Personal Account, this information will be found within the Personal Account tab of Sales / Customers / Contacts.
The In-Store Credit tab is split into two main sections:
- In-Store Credit - add and edit in-store credit. There are two types of in-store credit that can be used.
- Non-Refundable - a credit that can only be used towards the next order such as a customer gift. This type can be reduced but not refunded as no money change has occurred.
- Refundable - a dollar amount that can be applied to items or sent back to the customer.
- Transaction History - view all past in-store credit refunds and added credit. Use the search bar to find specific items.
Adding and Reducing Refundable/Non-Refundable Credit
To add non-refundable credit:
1. Select Add Credit.
2. Enter the Amount to Add.
3. Add any needed notes.
4. Select Add Credit to add the credit to the company's account.
To reduce non-refundable credit:
1. Select Reduce Credit.
2. Enter the Amount to Reduce.
3. Add any needed notes.
4. Select Reduce Credit to reflect the changes within the company profile.
To add refundable credit:
1. Select Refund.
2. Enter the Amount to Refund.
3. Enter the Refund Method.
4. Add any needed notes.
5. Select Refund to deliver the money back to the customer.
Note: Both non-refundable and refundable credit are location specific.
For more information on how to use In-Store Credit as a payment method, please visit Payment Methods.