Adding Account Credit to a Customer Record

Dave McNamara
Dave McNamara
  • Updated

In this article, we’ll guide you through the steps of adding Account Credit to a Customer Record. You’ll also find links to other helpful resources.

Before you read this article you should be familiar with:

In this article we’ll cover the following:

 

Searching for Customers

To add Account Credit to a Customer’s Record, search for the Customer Record.

  • If a Customer Record exists, click the blue Basket/Cart Button to add the Customer to the Basket/Cart:

  • If you’re unable to find the Customer, you can create a new Customer Record.
  • Once you’ve selected or created the Customer Record, click the blue Basket Button to add the Customer to the Basket/Cart:

Choosing a Sales Channel

You’ll need to select a Sales Channel for every Transaction. The Basket/Cart behaves differently depending on the Sales Channel you select. 

Once you’ve added a Customer to the Basket/Cart, choose your Sales Channel from the New Transaction pop up.


Read Choosing a Sales Channel for more information.

 

Adding Account Credit to a Customer’s Record

Once you’ve chosen your Sales Channel, you can add Account Credit to a Customer’s Record by following these steps:

  • In the Payments section of the Basket, click the Credit, deposit & vouchers tab:

     

  • Click Credit customer’s account:

     

  • You’ll see a Refund to Credit screen. Enter the Amount, Reference (optional) and click Refund

     

  • You’ll see the Refund to Credit in the Basket/Cart:

     

WARNING: Once you’ve added a Refund to Credit to the Basket/Cart you cannot cancel it. Read Cancelling Payments and Refunds in the Basket/Cart for more information.

Once the Credit has been added, you’ll need to add a Payment to the Basket/Cart to balance the transaction. As no money is being exchanged, you should use a Custom Payment Type.

A Custom Payment Type is a method of payment used to complete a transaction without taking a payment, but when you still need to account for the full value of the transaction in Spektrix.

Check with your finance team first as your Organisation may have its own approach to using Custom Payment Types.

 

Further Reading

For more information on Account Credit, take a look at the following articles: