Credits allow you to assign a specific dollar value to a customer profile that can be used towards the subtotal of their next purchase. For example, if a customer received a corked bottle or missed a tasting appointment, you can offer a credit instead of refunding the dollar amount to the customer's original form of payment. Credits can be applied to a customer account individually or in bulk via spreadsheet upload. *Please contact Client Support for more information about uploading credits via spreadsheet.
Credits do not expire and they cannot be "banked," so the balance will automatically be applied to the next transaction during checkout. That covers any kind of order - admin order, website order by the customer, wine club order, or allocation offering order.
You will see the line item for 'Credits' during checkout which shows the amount of credit applied to the order Subtotal. Credits can only be applied to the order Subtotal, so applicable tax and shipping will need to be charged with a separate form of payment.
To view the balance for all customer credits, go to Customers > Export and choose "Export All Customers" to download the customer data .csv file. The credit total balance is listed by the customer with a column header of 'credits'.
Here are the steps to apply an individual credit to a customer account:
1. To adjust the customer Credit balance, open the customer account and click on the 'Adjust' link in the upper right-hand corner
2. Enter the dollar amount for your credit
To add value, enter a numeric value (200.00). For subtractions, you will need to enter a minus ‘-’ before the value (-200.00)
3. Type in a note for your transaction here to explain the situation
4. Click 'Adjust' to apply or subtract the credit
5. To apply the Credit, create a new order
6. Upon checkout, Credit is applied to your order automatically
7. Place the order to apply the Credit and pay for any remaining balance with an alternate form of payment.
8. The final receipt will reflect the Credits separately from the total paid by other methods
9. Open the customer account and click 'Adjust' to view any debits or the remaining credit balance
10. If credit is applied to an order, you will have detailed information of the date and the order number.
