Important: This feature is currently in Beta. For information on how to get involved, get in touch with our support team!
Sometimes you might need to issue store credit that is not tied to a return, such as a courtesy or special promotion for valued customers.
Note: Do not issue manual store credit if your Vend store is linked to Xero, as this can cause errors with your Xero mappings.
To manually add store credit to a customer, navigate to the sell screen and type the customer's name or code into the search box. Hit enter or click on the customer's name to add it to the sell screen.
Click on the customer name on the right-hand side of the screen to bring up their customer info, including their current store credit balance.
At the bottom of this window, you will see an Issue Store Credit button. Click this to add store credit to your customer manually.
On this page there are two mandatory fields:
Store credit value: This is where you put the amount of store credit you'd like to add to the customer.
Notes: In this field you'll need to add some detail around the store credit you're adding. Why you are adding this store credit to the customer's account for example.
Once you've filled out these fields, click the Give store credit button to add the store credit to your customer's account.
Your customer's updated store credit balance will be displayed, and you will have the option to print out a small receipt confirming this update.