Store Credit in Syncro is similar to a gift card or deposit payments.

View Available Credit

When a Customer has a credit balance, you'll see it in several places:

• On the left side of their Customer Details Page, in the Overview subtab/section:
  
• And in the Payments section to the right of that:
  
• You'll also find it in the Customer Settings section when you edit the Customer:
  

Ways to Issue Credit

You can issue store credit during customer purchases, as invoice refunds, or for reasons entirely unrelated to a transaction (per Customer).

Customer Purchases

You can purchase something and give the customer Store Credit instead of cash, a check, etc. 

Make sure you have a "Store Credit" Payment Method, and it's set to behave as Store Credit. (See Manage Payment Methods for detailed instructions.)

Then during the Customer Purchase, you can "pay" them in Store Credit, which will be available for them to use on future invoices.

Invoice Refunds

This works the same as for Customer Purchases; process a refund for your customer using the “Store Credit" Payment Method” and it will be available for them to use in on future invoices.

Non-Transactional

You can also add Store Credit that is not associated with a transaction from a Customer Details Page. 

From the New button menu, select Store Credit. 

Alternatively, Edit the Customer and in the Customer Settings section, click Add Store Credit:

Apply Store Credit to an Invoice

See the instructions in Manage Invoice Payments.

Remove Store Credit 

Once you add Store Credit to a customer you cannot remove that credit. 

The payment attached to the Store Credit either has to be added to another invoice or the payment needs to be deleted.

You can view all payments on the Customer Details Page in the Payments section. Look for payments that don't have an associated invoice number:

Note: Any overpayments on invoices may also appear as Store Credit. For this you need to go through each invoice and check if an overpayment has been made. See Manage Invoice Payments for more information. 

Once you find the payment, click the date to open it. Then in the upper right, click Actions > Delete to remove it.

Convert Miscellaneous Credits to Store Credit

Some of older Syncro user accounts may still have customers with Misc Credits—a feature we deprecated long ago. 

To see if this applies to you, append /administration/customers_with_misc_credit to the end of your Syncro account URL to run the hidden Miscellaneous Credits report. 

If any appear, follow these steps to convert the Misc Credits into Store Credit:

1. Open a Customer's Details Page.
2. In the upper right, click Edit.
3. In the CUSTOMER SETTINGS section, make note of the amount in the Misc Credits field and delete it.
4. In the upper right, click Save Changes.
5. In the upper right, click Edit again.
6. Right above Misc Credits, click Add Store Credit.
7. If needed, click the appropriate register button.
8. In the Amount field, type the amount you noted in the Misc Credits field.
9. In the Ref num field (which is required), type a reference if you have one, or type something like “Transfer misc credit.”
10. Click Record Store Credit.