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
- Applying In-Store Credit on an Open Order
- Applying In-Store Credits as a Payment
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: Refunds can be full or partial refunds. Use the search field to narrow the list if needed.
2. Click on Payment History.
3. Check the box next to the Payment ID to be refunded.
Note: Early payment credit is non-refundable.
4. Click on Initiate Refund.
5. The Refund screen will open.
a. Information about the Company, Location, and Order Number is listed at the top.
b. Amount Available to Refund - This is the total amount available to be refunded on the payment made to this order.
c. Refund Method - Select In-Store Credit from the dropdown list.
d. Select whether to Refund All Available Funds or Partial Refund.
e. Enter the Refund Amount.
Note: This field will be hidden if you are issuing a full refund.
f. In-Store Credit after this Refund - This is the total in-store credit for this customer, including prior in-store credits available.
g. Enter a Reason for Refund.
6. Click Process Refund.
7. A message will pop up that the refund to In-Store Credit has been processed with the amount, click Close.
Applying In-Store Credit on an Open Order
To apply an In-Store Credit on a company record with open orders, Navigate to Sales / Companies.
1. Select the company.
2. Go to the Orders tab.
3. Click on the open order to apply the In-Store Credit.
4. Click Enter Payment.
5. The Apply Payment screen will open.
a. Payment Method - Use the dropdown to select In-Store Credit.
b. In-Store Credit Available - This is the current available In-Store Credit for this company at this location.
c. Payment Amount - 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.
d. In-Store Credit after this Payment - This is the available In-Store Credit after this payment for this company.
e. Payment Notes - Enter a note for this payment.
6. Click Submit Payment.
7. A message will pop up that the payment has been processed with the amount and payment method.
8. Click Close.
Applying In-Store Credits as a Payment
1. Navigate to Sales / Payments.
2. Click the + icon to add a payment.
3. The New Payment screen will open.
a. Company - Enter the company name to apply the In-Store Credit.
b. Order Location - Enter the order location.
c. Location In-Store Credit - This is the total In-Store Credit available for this company at this location.
d. Check the box(s) to the left of the open order(s) that the In-Store Credit will be applied to.
e. Enter the amount of the In-Store Credit that is to be applied to the order(s).
Note: The field will indicate in orange if this is a partial payment.
f. The payment amount towards all open orders will be displayed in the upper right corner.
4. Click Continue.
5. The Apply Payment screen will open.
a. Payment Method - 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.
b. In-Store Credit after this Payment - This is the available In-Store Credit after this payment for this company.
c. Payment Notes - Enter a note for this payment.
6. Click Submit Payment.
7. A message will pop up that the payment has been processed with the amount and payment method.
8. Click Close.
