Store credits are issued in lieu of a cash refund. They can be used by a customer to make a purchase in the future at the store and are redeemed as a payment method.

On Account is a mechanism by which you can sell products “on-account” of the customer – the customer makes the payment at a later time, and not at the time of purchase/order creation.

Store Credits

Main Menu ->Customer -> Customer Name -> View history, under Store Credits -> Add/deduct store credits

Redemption of Store Credits

While creating a new order, if a customer has store credits, they can use them as a payment method. If the credits are in surplus, the remainder will still be available for future purchases.

If the credits are insufficient for a purchase, you can add another partial payment method to pay for the order.

On Account

On-Account represents an amount that the customer owes you – this is derived from the amount that is unpaid on an invoice (Note: not an order).

You can view the On Account amount of a customer on the customer detail page.

Main Menu ->Customer -> Customer Name -> View history, under On Account

Settling On Account transactions

Customers -> Select a customer -> On Account History -> Actions

Here you can add a payment or void the invoice.

Creating On Account Orders

While creating a POS order, in the review screen, you can either choose one of the payment methods or click on complete sale and the amount will be automatically added to On Account.

Did this answer your question?