Gift Certificate / Store Credit

Creating Store Credit

Main Menu > Invoices

Sometimes you need to add Store Credit to a customer's account.

How to give a Customer Store Credit

1. Go to the Gift Certificates file and click the New Gift Certificate button.
   
   A unique serial number is generated.

2. Either choose an existing customer or use the New Customer sidebar button. Store credit must always be linked to a Contact.

3. In the Category drop-down menu, choose Store Credit.

4. Adjust the Date, if applicable.

5. Enter the To and From fields, if applicable.

6. Enter in the dollar Amount of store credit.

7. In the By Line drop-down, choose Store Credit.

8. For proof of issuing the store credit: click the Print Store Credit sidebar button and choose to print or save as a PDF.

When you view the Credits tab for this Contact, the store credit data appears.

Tip: When you create an Invoice and Enter a Payment, FrameReady generates an alert: A credit was found for this customer. Would you like to apply it to this invoice?

See also: How to Redeem a Store Credit