Customer AccountsCustomer Accounts\Work with All In-Store Credits

In-Store Credits are usually created when a payment to an account is overpaid or pre-paid.  This can be useful if you have a customer that wants to pre-pay for orders. 

 

If an in-store credit is assigned to a customer record, when an order is completed that will be invoiced to a customer that has an in-store credit balance, the invoice created will automatically apply any outstanding in-store credit to the invoice.

 

To view a list of customers (See Customer Accounts) with In-Store credits, simply click on the Customer Account menu, the click on the All In-Store Credits Icon.

 

 

Now you will be presented with a window that will allow you to work with all in-store credits currently in BizWizard Order Manager™

 

This window will list all customers (See Customer Accounts) with In-Store Credits

 

To work with an in-store credit listed, simply double click on the in-store credit yellow background text area (See Understanding Yellow Background Fields) you wish to work with to open the Display In-Store Credit Details window as shown below:

 

 

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 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.

 

You can also print or e-mail to your customer an in-store credit if you need a paper copy of it or the customer needs a copy e-mailed to them.  On the Display In-Store Credit,  click “Print Credit” button:

 

 

The Next Screen allows you to select your printing and e-mailing options:

 

 

The following is an example of a printed in-store credit