Store credits can be used as a type of payment for sales. The feature is available in the Plus plan only.
Hike allows you to issue store credits to your customers manually or by refunding. This article is about how to issue store credits manually. For details on how to refund a sale with store credits, please refer to Refund Customers With Store Credits
How to issue store credits manually
Here are the steps of how to issue
store credits to a customer manually.
Navigate to Customers >>> Customers.
Click on the customer to whom you
want to issue store credits and you will find the button STORE CREDIT on top right.
Click on the button and another window will slide out. Click on the button ISSUE STORE CREDIT to continue.
Additionally, you can also Export the entire Store credit history in Excel or PDF as per your requirement.
Enter the amount of store credit
you want to issue to the customer and then click on GIVE STORE CREDIT.
If you like, you can add the notes
You will see the entry of store
credit and the customer profile page will display the same.
If you added the store credit by
mistake, you could issue the same amount of store credit in negative.
Note: If you have integrated Hike with any accounting platform, the negative
store credit issued will not sync to it due to API limitations.
How to check store credits history
To get track of store credits issued to a customer, you can click on the customer and the STORE CREDIT button. You will get the history listed as shown below. This report can also be downloaded into Excel or PDF file.
You can also navigate to Reporting
>>> Customers to get the report on store credits.
Click on the customer name and it will
show you the details.
Refund Customers With Store Credits
You can only refund an order with store credits if a customer has been added to it. First, please navigate to Point of Sale >>> Sales history, and locate the sale with the help of the search box, the order fulfilment status and the date range. ...
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