Store credit

Store credit lets you reward customers, handle refunds without cash outflow, and build goodwill — all tracked in one place.

How to set it up

1. Go to /app/store-credit to open the store credit section.
2. Search for the customer you want to issue or adjust credit for.
3. Enter the amount and choose whether this is a refund, a goodwill gesture, or another adjustment. Add a note if you want a record of why the credit was issued.
4. Save the entry. The credit is added to that customer's balance immediately and appears in their ledger history.

How it works

• Issuing credit — You can add credit to any customer's account at any time from /app/store-credit. There is no fixed reason required, so you can use it for refunds, exchanges, or any goodwill situation.
• Adjusting credit — You can increase or decrease a customer's balance from the same screen. Every adjustment is recorded, so the ledger always reflects the full history.
• Redeeming at POS — When a customer checks out at your POS, you can apply their available store credit against the order total. The redeemed amount is deducted from their balance automatically and logged in the ledger.
• Ledger history — Every issue, adjustment, and redemption appears in a chronological ledger on the customer's record. This gives you a clear audit trail if a customer ever questions their balance.

Good to know

• Store credit is tracked per customer, so a credit issued to one customer cannot be used by another.
• The ledger history is permanent — entries cannot be silently deleted, which keeps your records trustworthy.
• If you use Shopify, note that store credit balances live inside Retailos and are not two-way synced to Shopify's own gift card or credit systems.
• Goodwill credits are a useful alternative to discounts — they bring customers back for a future purchase rather than reducing your margin on the current one.

Troubleshooting

• Customer's balance looks wrong — Open the customer's ledger from /app/store-credit and review each entry. A manual adjustment by another team member is the most common cause of an unexpected change.
• Credit not appearing at POS checkout — Make sure you have selected the correct customer on the POS order before looking for the credit option. Credit is tied to the customer profile, so it only shows once the customer is attached to the sale.
• Negative balance after adjustment — Retailos allows manual adjustments that can take a balance below zero. Review the ledger and issue a corrective adjustment if this happened by mistake.