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: 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.
6. Click 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.