This article will describe how to give a customer a store credit without accepting money of the credit. This can be used in instances where you want to give someone a store credit as a prize or for some work they did for you.
1. In TRS, click on the Customer Tab and then use either the E-Z Customer Search or the Quick Search to find the customer.
2. Click on the button where it says “For this Customer, add new…” and click on the Layaway/Credit/Charge button. Next click on the Store Credit button.
3. Enter a description of what the credit is for and if you want to you can put in a salesperson and notes. Click OK when finished.
4. TRS will ask if you want to enter the initial credit, click on Yes. Under Payment Amount put in the amount you want to give as a credit. Clerk and Notes can be filled in but are not necessary. Click on OK. TRS will bring up a prompt saying the Customer has a store credit click on OK.
5. Next TRS will take you to a POS sale transaction; it wants you to collect the money for the credit. Since you will not be collecting money click on Cancel Sale. When it asks if you want to cancel the sale click on Yes. Next TRS will tell you that the sale contains an account transaction and if you cancel the sale the transactions will be deleted as well. Click on Yes, but Override Acct Transaction Deletion so that that TRS cancels the sale but not the credit you just created. The customer now has a store credit.
6. To use the store credit ring a sale up as normal but when you would tender the money click on the Apply Layaway/Credit/Charge button on the Point of Sale screen, then on the next window that comes up click on Use a Store Credit. Continue to follow the prompts to finish the sale.
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