Selling & Using Store Credit

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Selling stored credit has never been easier! With Wodify, you're able to manage store credit in both Core and the Point of Sale interface.  

In this article, we will cover:

Note: In both the Client Profile and the Point of Sale system, Store Credit can only be applied to invoices being paid manually; it can not be applied to auto-billed invoices at this time.

 

Managing Store Credit within a Client's Profile 

You are able to sell and use store credit directly within a client's profile. 

To sell store credit directly in the client's profile:

  1. Go to People > Clients
  2. Click into the specific Client Name
  3. In the Membership & Payments tab > click More under the Invoices section
    2021-02-07_17-02-07.png

  4. Select Purchase Store Credit
    • Credit Amount: enter the amount
    • Choose Payment Method: Select the appropriate payment method
  5. Click Complete Payment

    2021-02-07_17-07-25.png

You'll then see that the store credit was automatically applied to the client's Store credit balance and the invoice is in the Paid tab. 

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To use store credit directly in the client's profile:

  1. Go to People > Clients
  2. Click into the specific Client Name
  3. In the Membership & Payments tab, click on the Invoice #
  4. Click Actions > Pay Invoice
  5. Use Store Credit?
    • On:  will apply the available balance to invoice
    • Off: will not use the store credit balance, therefore you will need to select another payment method.
  6. Click Complete Payment
    • If the Store Credit balance does not cover the entire invoice, you will be prompted to select or enter another payment method to pay the remaining invoice balance

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Managing Store Credit through the Point of Sale (POS)

You can use the POS to sell and use store credit. 

To sell store credit through the POS:

  1. From the POS interface > click Custom Sale
  2. Add the following details:
    • Product Name: (required) type Store Credit or anything you can identify
    • Product Type: (required) select Store Credit
    • Revenue Category: (required) select Store Credit
    • Tax Rate: (optional) select a tax rate
    • Price: (required) enter the amount of store credit
    • Discount: (optional) add a flat or percentage rate discount
    • Quantity: (required) 1 or more 
  3. Click Add to Cart

    2021-02-07_17-43-53.png
  4. Click Checkout 
  5. Choose a Member: search for client name
  6. Choose the payment method
  7. Click Pay Now

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To use store credit through the POS:

  1. From the POS Interface > click on the Product Name
  2. If required, select the Option and Quantity 
  3. Click Add to Cart
    2021-02-07_18-05-00.png
  4. Click Checkout
  5. Choose a Member: search for client name
  6. Choose the payment method: select Store Credit balance
  7. Click Pay Now

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More Information:

TIP: Wodify Blueprint Course - Selling In Person with Point of Sale

If you need any additional assistance with Selling & Using Store Credit, feel free to reach out to us at support@wodify.com.

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