Issue and Apply House Credit

57 November 7, 2024

Summary

The article explains how to transfer the payment from a canceled order to another order of the same customer as when you cancel an order you can now apply a credit to the customer’s account to be used on a future order.

In this article

Note: This transfer of payment from canceled order to another order will ONLY work if the two orders booked by the same customer.

CREATING CREDIT ON AN ACCOUNT

After you have cancelled an order, the “Refund” box will appear on the order.

  1. Select Credit Card from the Drop Down and enter the amount of credit.
  2. Choose the Purchase from the second drop down.
  3. Select the checkbox “Issue House Credit“
  4. Click “REFUND“

Note: Only the following payment methods allowed to create house credit:
CREDIT CARD
PayPal Checkout
Google Pay
Apple Pay
LINK

There is now a credit for the amount on the customer’s account. When you create a new order for this customer, you can now apply that credit to the new order.

APPLYING CREDIT

  1.  Create Order – go through the steps of creating a new order
  2. Select the Customer
  3. Choose “SAVE ORDER” as the payment option
  1. Select “PAY NOW“
  1. Choose “CREDIT” as the payment option and select the credit available from the drop down menu.
  2. If there is a balance due, you can charge the customer’s credit card the balance due difference.
Note: Please be aware that if the credit transaction amount is larger than the order total amount, the negative balance due may occur if apply.