Store credit in POS

Brightpearl POS allows you to manage store credit.

This means you can process credits and returns and leave the money on the customer account to be used to pay for a new sale now, or later.

Note: You must have "Store credit" enabled in your store settings to be able to use this functionality.

Issuing a refund using store credit

  1. Either generate the refund from the original order or add the refunded products to the basket.
  2. Assign an existing customer to the basket or create a new customer.
  3. Tap the "Pay" button.
  4. Set the "Amount to tender" that you want to issue as store credit.
  5. Tap the "Store credit" payment method button.
  6. If the full refund wasn't issued as store credit then issue the remaining balance of the refund to another payment method.

Using store credit balance for payment

  1. Add products to your basket.
  2. Assign a customer to the basket.
  3. Proceed to the checkout screen.
  4. If the customer has an available store credit balance to use, it will be displayed on the "Store credit" payment method button.
  5. Set the "Amount to tender" that you want to pay using store credit.
  6. Note that the amount to tender must the same or less than the available store credit balance otherwise the Store Credit button will not be available.
  7. After completing the transaction, the order will post to back office and reduce the customer’s store credit balance.

Viewing the store credit balance on a customer account

  1. Search for the customer and add them to the basket.
  2. Tap the name of the customer that was added to the basket.
  3. Tap "View/Edit".
  4. Their available store credit is displayed on the top right.

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