Enhance store credit with use of adjustment (credit) notes, which are basically negative invoices.
Currently there are a few ways to give a customer store credit as outlined here: https://feedback.repairshopr.com/knowledgebase/articles/246593-store-credit-and-customer-credit
Option 1. Too single purpose, and isn't designed for giving general credit.
Option 2. Seems good because it's associated with a transaction, but if you use discounts for prepaid support, then it fails. Because the refund is only for the discounted paid amount.
Option 3. This would work - but there is no audit trail. This is dodgy, and made my book keeper cringe.
The fix is simple, generic and can cater for ANY store credit situation, in particular discounted prepaid labour, which is why book keeping software such as Xero, MYOB, SAASU and Quicken does it this way.
- Issue invoice for prepaid labour (or whatever you like), and optionally include any discounts.
- Customer pays the invoice
- Issue a new invoice as a negative amount for the store credit. This is where RS fall short. We should be able to issue a negative invoice which will be a Store Credit which can be used for future customer purchases.
- When the customer pays for future invoices, as the Payment Method you choose Store Credit, and then you get to choose from any existing credit (negative)balance invoices, rather than just the customer's total accumulated store credit number that currently exists.
This is how book keepers do it, and is fully accountable with an audit trail in the invoices list, and will allow the creation of a correct "Store Credit" invoice to give to the customer.
Gazo
shared this idea
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Linda Lindquist
commented
I am not aware how my client accounts are getting store credits or how to clear them