There are a few scenarios where providing a refund to a customer's original payment method may not be the best course of action. In this article we will provide a walkthrough on how to refund a customer to Store Credit.
As mentioned above there may be times when a customer chooses to have the refund given to them as Store Credit rather than having it refunded as the original payment method. For example, if a customer is simply exchanging an item for one of the same or lesser value, you can choose to offer a store credit rather than refunding the payment and then processing a new one.
Refunding to Store Credit
To refund a sale as store credit you will first need to navigate to Main Menu > Sales > Search Customer > Search for the customer > and select the sale you wish to work on.
Once on the manage sale screen, you will see the option marked Payment/Refund as seen in the screenshot below.
You will see either Take Payment or Give Refund depending on the Payment Status of the sale. If the sale is already paid off you will see the option Give Refund however if there is a balance owed the option will say Take Payment. No matter what option is displayed you will be directed to the following screen where you will make the final selection.
For this scenario, we will be selecting Refund. You must enter the Refund Amount and select Store Credit from the drop-down menu next to Refund Type as seen in the screenshot below.
After completing the steps above simply click Submit and this will refund the amount entered to the customer as Store Credit.