In this article, we will be reviewing the Store Credits section under Financial Reports.
Store credits are generally provided to customers in lieu of refunding to the original payment method ( e.g. the customer would like to exchange an item for another one. Instead of refunding the original payment method you can create a store credit and apply it to the new item) or to provide a better customer experience.
To help manage Store Credits we have added three separate reports Store Credits Created, Store Credits Applied, and Store Credits Not Applied. To access these you must navigate to Main Menu > Management > Reports > Financial Reports > Store Credits. Once here you can choose which report you wish to view.
Store Credits Created
Store Credits Created will allow you to see all Store Credits created within a selected period as seen below.
After selecting the desired time frame simply click Submit and all Store Credits and the total amount that were created within the time frame.
The report will display the following information:
- Sale #: If the store credit was created from a sale the sale number will be displayed here. If the Store Credit was created from the Customer Account page then the Sale # column will display N/A.
- Amount: This will display the dollar amount provided in the Store Credit.
- Date: Displays the date and time that the Store Credit was created
- Reason: If the Store Credit was created through refunding a customer the reason will simply display Refund. However, if the credit was created manually through either the sale or through the customer's account you will need to enter the reason for the credit which will be displayed in this field.
- Customer: This column displays the customer name as a hyperlink. If clicked the link will take you to the customer management screen where as seen below.
- User: This column displays the name of the user who created the Store Credit.
Store Credits Applied
Similar to the Store Credits Created report this will allow you to see all Store Credits applied within a selected period as seen below
After selecting the desired time frame simply click Submit and all Store Credits that have been applied and the total amount within the selected time frame.
The report will then display the following information:
- Sale #: If the store credit was applied to a sale the sale number will be displayed here. If the Store Credit was not used on a sale (e.g. the customer was provided too much credit and to correct this you adjust the overall amount of store credit the customer has from the Customer Account page) then the Sale # column will display N/A.
- Amount: This will display the dollar amount provided in the Store Credit.
- Date: Displays the date and time that the Store Credit was created
- Reason: If the Store Credit was created through refunding a customer the reason will simply display Refund. However, if the credit was created manually through either the sale or through the customer's account you will need to enter the reason for the credit which will be displayed in this field.
- Customer: This column displays the customer name as a hyperlink. If clicked the link will take you to the customer management screen where as seen below.
- User: This column displays the name of the user who used the Store Credit.
Store Credits Not Applied
The Store Credits Not Applied will show you a list of all customers with store credits that have been created but not used for all time, as seen in the screenshot below:
Once here you will be able to see the following information:
- Customer Name: This column displays the customer name as a hyperlink. If clicked the link will take you to the customer management screen where as seen below.
- Balance: This column displays the customer's Store Credit Balance
- Last Credit Date: This column displays the last date the customer was provided a credit
- Last Credit Location: This is the location that the user was logged into when the store credit was provided
- Last Debit Date: The date when a store credit was used
- Last Debit Location: The location that the user was logged into when the store credit was applied.