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Getting Started
When a customer has decided on what they will be buying and is ready to check out, there are many way that they may go about their purchase. Of course, there is always payment by cash or card (whether credit or debit), and perhaps checks, but it is also important to remember the convenience and benefit of using store credit. Store credit is a convenient means for keeping the flow of currency within the store and is a useful way to offer small buy-back discounts to further encourage continued in-store purchases. Once a customer has accumulated enough store credit, they will be able to use that to purchase goods from your shop. This article focuses on showing how to add that balance to a sale to cover all or some of a purchase. Below you will find the steps to add store credit to your sale:
Open BinderPOS Portal and select POS Settings
From POS Settings, select Point of Sale
From Point of Sale, open your Till
On the top right side of your page, you will notice the Select a Customer search bar
In this search bar, enter and the select the name of the intended customer
You will notice the store credit amount above the cart
Select Pay
On the Select Payment Type pop-up, select Store Credit
Select Finalize Sale to complete the purchase
Please note that you can add the customer's name to the order at any point prior to the completion of the sale. This can be before, during, or after adding items to the cart