Automatic adding of credit to customer account when refunding or purchasing from a customer for store credit
It would be really good that if I refund an item for store credit the balance would get automatically added to the customers account, in the same vein, when purchasing off a customer for store credit, when hitting the pay out button if payment method is "Credit to customer account" it should be automatically added.
Jack Deakin
shared this idea
You can do this manually by adding a payment method called store credit, and refunding there like cash. Then manually increasing the customer credit on their edit page.
We will be supporting this in refunds in the near future too!
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Matt Jones commented
Really could have used this today! Please Please Please :)
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Phil Barnfield
commented
Just seen this and I have recently posted about a similar issue. Really could do with credit being automated and also the option to perform refund/resale in a single transaction.
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Scott Rippy
commented
As in a case today. I have wrong payment applied to an invoice. How would I handle taken the money paid on that invoice then apply it to the correct invoice.
Option 1. Refund the payment from the wrong invoice to store credit. Then applied that payment to the correct invoice.
Option 2. ????
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Will Studer
commented
Any update? I think this is really a feature EVERYONE would use.
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JS
commented
Please do this. Thanks
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Cheryl
commented
Also, the amount of a deposit should automatically show as the customer's credit balance. It is difficult to remember to add the amount manually!
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Ryan (CTO, Pinellas Computers)
commented
@Troy: So this is actually Planned, not Under Review?
@Will: Amen, RS needs to be simple enough for everyone to understand/use.
@Ray: EVERYTHING should be automated. Manual = time wasted and mistakes made.
@Ben: Another great point. Didn't even think about the money wasted there!
@Chuck also pointed out how this totally wrecks the payment statistics on reports. -
Will Studer
commented
Our reception staff isn't as computer savy as our techs :)
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Will Studer
commented
This is how we are currently doing it as well, but it's difficult to train new people on these little work arounds we have to do. It would be nice if it were just automatic.
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ray mercedes
commented
I have been getting by doing exactly as you describe but thisnshould really be an automatic process!
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Ben
commented
Yes, I agree. We need to be able to refund to account credit as an option. This will also save us processing fees on the refunds. Thank you in advance.
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Will Studer
commented
and I failed to mention....
Between the customer deposit function and the prepaid hours function, I am sure the knowledge to do this is there, it's just whether there is enough demand from all of us for the resources to be put on it.
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Will Studer
commented
This would be so helpful for us, as we do not EVER give actual refunds, only instore credit. It seems as if most everything is in place to do this too. It could work very similar to the purchasing of prepaid hours. It could also be a potential solution to gift card/certificate tracking!!
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Ryan (CTO, Pinellas Computers)
commented
YES! We REALLY need a way to refund invoices as “Customer Account Credit”. We regularly have refunds/swaps for different parts/machines/services and have a nightmare making a simple credit refund/repay work for the difference.
The payment method would work both as a refund payment source, as well as an initial payment source. Right now, we have the option to "apply unused credit" on overpayments, but this should be as simple as an option in the payment methods dropdown menu.
Refunding an Invoice as store-credit > Balance goes onto customer account credit balance.
Paying an Invoice with store-credit > Customer account credit balance: $XXX.XX available.Easy easy EASY!