How to use Store Credits in RepairDesk

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Store Credits are a feature in RepairDesk that allow users to offer in-store credit to customers instead of cash for trade-ins and refunds. This feature keeps a record of how much a customer has in store credits, and allows them to use it to pay for repairs or purchases.

This guide will walk you through on how to quickly set up the Store Credits module and explain its many features.

To learn more, please watch the video given below


Steps to enable the Store Credits feature

From the Store Settings screen, select Store Credits on the left-hand menu to be taken to the Store Credits page.

Here, you can use the Enable Store Credits button to turn on the feature.

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Once you click on the button, a pop-up window will appear asking you which stores you would like to enable the feature for. Select your desired store(s) and click Save Changes.

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Once you've clicked on it, Store Credits should now be available to you.

If you would like to view emails and notifications for Store Credits, click on View Emails and Notifications to be taken to the Emails and Notifications page.

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How to issue store credits on refunds

Store Credits can be issued to customers when an invoice is refunded. Instead of refunding the customer with cash, the user can offer them store credits to use for a future purchase at the store.

To learn more on how refunds work in RepairDesk, please visit our Knowledge Base article here.

To offer store credit on refunds, please follow these steps:

  1. From the POS screen, click on View Invoices.
  2. Find the invoice you'd like to refund, and click on the Refund button.
  3. Once the refund is added to the cart, click the Checkout button.
  4. On the Payment screen, select Store Credits as your payment method, and click on Full Payment.
  5. Your refund is now complete and the customer record will be issued with Store Credits.
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Note: It is important to select the customer in the POS when refunding an invoice to issue store credits to them.

How to issue store credits on trade-in purchases

To offer store credit on trade-in purchases, please follow these steps:

  1. From the POS screen, click on the Trade In tab and click on Add Item.
  2. Enter the item details and necessary, and click on the Purchase button when done.
  3. On the Payment screen, select Store Credits as your payment method, and click on Full Payment.
  4. Your purchase is now complete and the customer will be receive their Store Credits.
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How to redeem store credits

If a customer has store credits issued to them, they can redeem the credits anytime for a future purchase. In order to redeem store credits, on check out screen, while creating an invoice, store credits should be selected as the payment method. Enter the amount that customer wants to pay through store credits.

Please note that he can only pay the amount that is available to him as store credits. He cannot pay the amount higher than available store credits.

To redeem store credits, please follow these steps:

  1. From the POS screen, select a customer or create a new one, and proceed to add items to the cart.
  2. When the items have been successfully added, click on the Checkout button.
  3. On the Payment screen, select Store Credits as your payment method, and enter the amount you'd like to charge, then click on Confirm.
  4. Your payment will now be complete and the customer will be charged from their existing Store Credits.
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Please note that the customer can only pay an amount that is less than or equal to their existing store credits balance. Payment on an amount higher than the available store credits will not be possible.

Roles and permissions for Store Credits

We have separate roles and permissions for the Store Credits module. Users will be able to access the module settings based on the roles and permissions assigned to them.

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Emails and notifications

We have separate emails and notifications settings for the Store Credits module. An automated email/SMS will be sent to your customers when they receive or redeem their store credits.

Store Credits Report

A dedicated report has been set up for the Store Credits module. This report helps keep track of the store credits being issued and redeemed to your customers from multiple stores.

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FAQs

Q. Where can my customers view their store credits history?
A. Currently, your customers have to visit the store physically to inquire about their store credits balance. However, you can view a customer's store credits from the Manage Customers section, the View Customer Details page, the Store Credits Report and from the POS. We are working to introduce the store credits history on the customer portal soon.

Q. What will happen to my customer’s store credits balance if an invoice where store credits have been issued is refunded?
A. If an invoice that has issued store credits is refunded, the store credits for that invoice will also be refunded, i.e. the store credits will be deducted from the customer's account.

Q. Is there any way to void/revert store credits in RepairDesk?

A. Yes certainly. You can manually revert store credits issued to a customer from POS and from view customer details page as shown below. The type must be selected as VOID while voiding store credits against any customer.




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