Store credit is money a customer has on account with your shop — from a cash prepayment, a goodwill gesture, or a trade-in. It can be applied to future work orders, and (for cash and cheque prepayments) refunded back out.
Where Store Credit Lives
Store credit is tied to a customer and a location. View a customer’s store-credit balance on their profile’s Billing tab.
Issuing Store Credit
From a customer’s Billing tab, click Add Store Credit.
Choose a Credit Type:
| Type | When To Use It |
|---|---|
| Cash Prepayment | The customer paid cash up front for future work |
| Check Prepayment | The customer paid by cheque up front |
| Goodwill | A credit you’re giving as a customer-service gesture |
| Trade | Credit issued for a trade-in or trade allowance |
Then:
- Enter the Amount (maximum $1,000 per credit)
- For Cash or Check: enter a Reference / Check Number
- For Goodwill or Trade: enter a Reason (required)
- Click Add Credit
Using Store Credit on a Work Order
When collecting payment on a completed work order, Store Credit appears as a payment method — but only if the customer has a store-credit balance at that location. Choose it to apply the credit to the balance.
See Collecting Payments → Payment Methods for how to apply store credit at the counter.
Refunding Store Credit
Cash and cheque prepayments can be refunded back to the customer (goodwill and trade credits aren’t refundable in the same way).
- From the customer’s Billing tab, find the store credit
- Click Refund
- You’ll see the Available Balance and credit type
- Enter the Refund Amount (up to the available balance)
- Choose the Refund Method — Cash or Check
- Enter a Reference
- Click Process Refund
Voiding Store Credit
To cancel a store credit entirely, use the void action on the credit from the customer’s Billing tab. Wenmar Pro removes it from the customer’s balance.
Troubleshooting
Store Credit isn’t showing as a payment method?
The customer must have a store-credit balance at the current location, and you must be on the work order’s Payments tab with the work order completed.
Can I refund a goodwill or trade credit?
Only cash and cheque store credits can be refunded. Goodwill and trade credits can’t be refunded back out — they can only be used on future work or voided.
Can I refund a payment that was made with store credit?
Refunding a work-order payment that was made using store credit isn’t supported. To get the value back, refund the store credit itself from the customer’s Billing tab.
Related Topics
- Collecting Payments — Applying store credit at the counter
- Customer Database — Managing customer billing
Questions? Contact us at help@wenmarpro.com