The RepairDesk Store Credits module allows you to offer store credits to customers as an alternative to cash refunds.
To access this feature in the iPad app, you must first enable the Store Credits option from the web app. Please use the guide here to learn how to enable this feature on the web app.
Issuing store credits manually
- Log in to the iPad POS Register with your RepairDesk account.
- To add store credits manually for any customer, search for the customer
from the POS screen and edit their information, where you will find the option
to add the store credits amount.
After adding and saving the store credits amount, it will be updated on the POS as well for that customer. Now whenever the customer visits your store, they can use their store credits to make payment.
Issuing store credits on refund
Store credits can also be issued to a customer when refunding an invoice. You can refund an invoice following the process here.
Store credits should be selected as a payment method on the refund screen, and store credits will then be added for that particular customer, which they can use on their next visit to the store.
If a refund is given from the web app, it will be shown in the iPad POS Register.
Redeeming store credits
If the customer has store credits available, they can use them while making a purchase from your store anytime. The Store Credits payment method should be selected on the Checkout screen, and the reason should be entered for redeeming store credits.
You will be shown the available store credits balance and the total amount. Enter the Store Credits amount and tap Confirm.
You can view the payment
details in the Invoices section as shown below.
Similarly, if an invoice is created for a ticket and Store Credits has been selected as the payment method, it will be shown on View Tickets screen as well.
You can view the payment details for store credits in the Transaction Log report as well.
Note: The store credits issued on a refund will be shown in negative, while the redeemed amount will be shown in positive.
Can we add store credits for walk-in customers?
A. No. Store credits can be added for customers that already exist in your POS, or while adding a new customer. To learn more on how to add/edit the customer from the iPad POS Register, please read our article here.
Will the customer receive an email when store credits are added/redeemed by
A. If the setting for email notifications for store credits are enabled on the web app, the customer will receive the emai l/SMS when store credits are added, redeemed and refunded to their records.
Q. Can we revert or void store credits for the existing customer?
A. Yes. To revert or void store credits, simply enter the store credits amount with negative sign in the Store Credits field.
The store credits will update after saving and you can see the amount subtracted from the POS against the customer.