When goods come back, give the money back the right way
A return on a credit sale lowers the debt first. You can also give store credit instead of cash, with an end date, and the customer spends it later.
5 things it does
When a customer on credit returns goods, their debt comes down first
Basic and Professional
If a customer bought on credit and returns an item, what happens to their balance? A refund on a credit sale first reduces the amount the customer still owes, before any cash is paid back.
Without it
A customer who owes you for earlier goods brings something back. If you hand over cash while they still owe, you pay out money you could have set against the debt.
With it
The refund first lowers what the customer still owes. Cash leaves the drawer only after that.
A return on a credit sale is settled against the customer's balance first. The amount they still owe goes down by the value returned. Any amount left over after that is refunded by the method you choose. The till applies the return to the balance before any cash leaves the drawer.
Other ways people ask this
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Give store credit instead of cash when a customer brings goods back
Professional only
Can a return give the customer store credit instead of cash, and can it expire? A return can give store credit, and you can set how long store credit lasts. The expiry applies only while store credit is switched on.
Without it
A customer brings an item back and expects their money back. Cash is only one way to return it, and you want to choose the way that suits your shop.
With it
A return can give store credit in place of cash. You also set how long that store credit lasts, so the choice stays with you.
When a customer brings an item back, you can give store credit instead of cash. On the Returns page of Setup you choose whether store credit is on, and how long it lasts. Store credit needs a named customer with a phone number, so the credit is tied to a named person.
Other ways people ask this
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Give store credit with an end date, and spend the soonest-ending first
Professional only
Can store credit end on a set date, and which credit is spent first? Store credit is given only to a named customer with a phone number. It can carry an expiry date chosen when it is issued, and the soonest-expiring credit is spent first.
Without it
You give a customer credit for goods they returned. Credit with no end date is hard to keep track of, and nobody knows when it stops counting.
With it
You choose the day each store credit ends when you give it. The till uses the credit that ends soonest first, and expired credit is shown apart.
When store credit is given, you choose the day it ends. Credit that has passed its end is not spent at the till, and it is shown apart from what the customer can still use. Writing off expired credit is not part of this yet.
Other ways people ask this
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Give a return as store credit, and let the customer spend it later
Professional only
Can a refund be given as store credit, and spent later? Store credit can be given back as a refund. The customer can then pay with it, up to its balance.
Without it
When the drawer is short of cash, a refund in cash cannot be paid, and the customer waits at the counter.
With it
Store credit can be chosen as the way to give money back. The customer then pays with it later, up to what they hold.
On the refund step, choose store credit as a way to give money back, if your shop allows it. The customer then holds that value at the shop. The next time they pay, store credit appears as a way to pay. The till will not take more than the credit they hold.
Other ways people ask this
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Send the customer their store credit details on WhatsApp after a return
Professional only
Can I send the customer their store credit details on WhatsApp? After a return, Send on WhatsApp opens WhatsApp with a message giving the customer's name, the amount, the shop and the date.
Without it
After a return, the customer may leave with store credit and no note of what it is worth. Writing the details down takes time at a busy counter.
With it
One press on the completion step opens WhatsApp with a message giving the name, the amount, the shop and the date. You check it and send it yourself.
When a return ends in store credit, the completion step shows Send on WhatsApp. SellyPOS does not send it, so you press Send yourself.
Other ways people ask this
send store credit amount to a customer on WhatsApp
message a customer their store credit after a return