How to remove store credit that was issued manually

Objective

To remove manually issued store credit from a customers' balance, rather than as part of a return.

Setup

  •  Vend for Mac or PC

Steps

There is no function in Vend to remove manually issued store credit. You will need to create a product and then 'spend' the store credit.

Create a store credit product:

  1. Create a product called 'Store Credit Adjustment' or 'Store Credit Removal'
  2. Give the product a 0.00 retail and supply price

Process a sale to remove the store credit

  1. Add the customer to the sale whose store credit you want to remove
  2. Add the store credit product to the sale
  3. Click on the product to expand the view
  4. In the drop-down click the box under Price
  5. Type in the amount of store credit you would like to remove
  6. Click Pay
  7. Click Store Credit
  8. Click Done

Additional Information

  • How to Add a Single Product
  • Adding a Customer to the Sale
  • You may want to turn inventory tracking off for this product so you will not have a negative inventory counting towards your records
  • Using this workaround will impact your reporting as it will count towards measures such as Average Spend, Basket Size, Transaction Count etc