Start Strong
Sell Smart
Manage with Ease
Market to Success

Store Credits Payment

If you're using SHOPLINE's Member System, you can set up store credit issuance rules based on member spending behavior and establish dedicated membership plans. Conveniently, SHOPLINE POS integrates these earned credits for in-store purchases, instantly reducing the final bill amount. 

Follow this handy guide to set up, unlocking the potential of store credits to drive repeat business and deepen customer relationships!

Note: For details on setting up member store credits, visit the FAQ article "Member System - Setting up store credits."

 

 

Checking Customer Store Credits

  1. Open the SHOPLINE POS app and tap the menu icon (☰) in the top left corner.
    1.1 Checking Customer Store Credits_menu icon.png

  2. Select Customer to access the customer details page.
    1.2 Checking Customer Store Credits_Customer.png

  3. Search for the customer by name or email.
    1.3 Checking Customer Store Credits_Search Customer.png

  4. Under Customer assets, you can find the customer's store credit balance.
    1.4 Checking Customer Store Credits_Customer Assets.png

  5. You can further click on the credit value to view the transaction history.
    1.5 Checking Customer Store Credits_Credit value.png
Note: Store credits are valuable customer assets. Handle them with care to avoid potential disputes.

 

 

Redeeming Store Credits at Checkout

  1. After adding items to the cart, tap Add customer to associate the customer, then click Pay.
    2.1 Redeeming Store Credits at Checkout_Add Customer.png
Note: Learn how to associate customers in the Associating Customers with Orders section of the "POS - Managing Your Customers" FAQ.

 

  1. The customer's available store credit will be displayed on the checkout page. Tap Credits to proceed with the redemption.
    2.2 Redeeming Store Credits at Checkout_Credits.png

  2. Confirm the total redemption credits in the pop-up window and click Complete.
    2.3 Redeeming Store Credits at Checkout_Complete.png

  3. If the credits cover the entire order amount, the transaction is complete. Otherwise, choose another payment method for the remaining balance.
    2.4 Redeeming Store Credits at Checkout_Other payments.png
Note: Customers cannot partially use store credits. The credits must be redeemed in full for a purchase, up to the order amount. Any remaining credit will stay in their account.