This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

You can issue and apply Store Credit in Wodify through either the client’s profile or the Point of Sale (POS) system. Store Credit can be used toward retail purchases, membership invoices, or to meet the minimum required value in the POS cart. If the cart total doesn’t meet your minimum, clients can use their available Store Credit to complete the transaction.

Pre-requisite Pro-Tip

Store Credit can only be applied to invoices that are paid manually; Whether you’re using the Client Profile or the Point of Sale system. Store Credit cannot be used on auto-billed invoices at this time.

Step-By-Step How To: Selling Store Credit

From the Client Profile: 

1. Go to People > Clients in Core and open the client’s profile.

2. Navigate to the Memberships & Payments tab and click Store Credit Balance.

3. Select Purchase Store Credit.

4. Enter the credit amount and choose the payment method.

5. Click Complete Payment; The credit is automatically added to the client’s account and their Store Credit balance updates instantly.

From the Point of Sale (POS): 

1. Open the POS from the Extensions menu in the bottom-left corner of Core.

2. Choose Custom Sale.

3. For Product Name, Product Type, and Revenue Category, select Store Credit.

4. Enter the amount of Store Credit you want to add (Optional: Apply any relevant tax rates.)

5. Click Add to Cart and proceed through checkout.

6. Once the sale is completed, the Store Credit is automatically applied to the client’s account and their available balance updates immediately.

Step-By-Step How To: Using Store Credit

From the Client Profile: 

1. Go to People > Clients in Core and open the client’s account.

2. In the Memberships & Payments tab, click Store Credit Balance.

3. Select Purchase Store Credit.

4. Enter the credit amount and choose the payment method.

5. Click Complete Payment; The credit is automatically applied to the client’s account and their balance updates immediately.

From the Point of Sale (POS): 

1. Open the POS from the Extensions menu in the bottom-left corner of Core.

2. Select Custom Sale.

3. For Product Name, Product Type, and Revenue Category, choose Store Credit.

4. Enter the credit amount in the Price field. (Optional: Apply applicable tax rates.)

5. Click Add to Cart, then proceed through checkout.

6. After checkout, the Store Credit is automatically applied and the client’s usable balance updates instantly.

Step-By-Step How To: Buying Store Credit

If your business has a Minimum Cart Value enabled, customers who haven’t met that minimum will be given the option to purchase Store Credit equal to the required amount directly at checkout.

Once the Store Credit is purchased, using either an existing payment method or a newly added one, it is immediately applied to the cart total to complete the transaction.

Any remaining Store Credit (the purchased amount minus the cart total) will stay on the customer’s account for future use. This functionality is available in both the POS (business-facing) and Self-Service (client-facing) checkout experiences.

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FAQs

1. Can Store Credit be used on auto-billed invoices? No, Store Credit can only be applied to invoices that are paid manually, whether through the Client Profile or the POS. Auto-billed invoices cannot use Store Credit at this time.
2. What happens if a customer needs to meet the Minimum Cart Value at checkout? If a Minimum Cart Value is enabled and a customer doesn’t meet it, they’ll be prompted to purchase Store Credit equal to the required minimum. The purchased credit is applied immediately to complete the transaction, and any leftover Store Credit remains on their account for future use.