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
Related Topics
Customer Accounts
Menu System
Work with All Accounts
Work with All Invoices
Work with Invoice Payment Batch
Maintain Customer Account
Print Account Invoices
Print Account Statements
Print Top/Bottom Customers
Print Tax Exempt Customers
Import Customers
Export Customers to Excel
Print Labels/Envelopes for Customers
Send Broadcast E-Mails