On the In-Store Credits Tab for a customer record, you can view and work with any In-Store Credits Associated with a Customer record.

 

 

 To work with an In-Store Credit on a customer record, double click on the in-store credit listed to open the following:

 

 

In this window you can work with a specific In-Store Credit that will allow you to transfer the balance to the following:

 

 

v  Another Customer (See Customer Accounts) as an In-Store Credit

Ø  Select the Customer from the Customer Drop Down List

v  An Invoice for This Customer with a Balance

Ø  Select the Invoice Number from the Drop Down List

v  An Order with a Balance Due

Ø  Select the Order # from the Order # Drop Down List

 

When you are finished selecting your Transfer Option, click the done button to complete the Transfer.