POS: Issuing Customer Credit

    • Kathryn Lavelle-Myrtaj |
    • 0 step |
    • 33 seconds
    Log in to the POS with your access code.
    From the "Home Panel" > Click the "Customer" tab.
    Click "Customer Profile".
    Enter a phone number to associate with the credits.
    Click "OK".
    Click "Credits" on the "Customer Information" page.
    Enter a phone number to search for available credits.
    Click "Create" to create a new customer credit, or select an existing one.
    Click "Enter Amount".
    Enter an amount and click "OK".
    Click "Credit Reason" to add a reason for this credit.
    Enter a custom description or click the menu icon for other shortcuts. Then click "OK" to save.
    Click "Ticket Number" to assoicate this credit with a particular order number.\ Click "Expires MM/DD/YYYY" to apply an expriation date for the credit.
    Click "Done" when you are finished adjusting your customer credit details.
    Congratulations, you have successfully created a customer credit. Click "Done" to close the confirmation dialog.
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