Settle Transaction Using Customer Credits

POS: Settling Ticket with Customer Credits

In This Article, We Will Discuss How to Settle Transactions Using Customer Credits

Step 1:  When settling a ticket/transaction, you will see Other Options 



Step 2: Select Store Credit




Step 3: Enter in Phone Number for the Customer Account that has Store Credit




Step 4: On Customer Credit Screen, Highlight the Balance Area by Selecting it and then Selecting Use





Step 5: After the Credit is Applied, You Will Go Back to Settling Screen and Will See the Credit Listed Below, then Click Cash Payment




Step 6: After Clicking Cash Payment, You Will Be Taken to Page to Print Receipt or Log Out


    • Related Articles

    • POS: Issuing Customer Credits

    • POS: Refund In-Store Orders

      This refund feature allows you to place a partial or full refund for orders placed at the store. It does not refund the TIP.

    • Billing: POS Monthly Fees Explained

      Monthly Fees And Benefits Explained Monthly Fees And Benefits Explained (SAAS Model) Precision Point of Sale Cloud and/or Order Easy Now online ordering is billed as (SAAS) Software as a Service. The fees are calculated on based on the number of ...

    • POS: Gift Card Lookup

      We have five filters to help you search for a gift card within your system: Gift Number, Issue Date, Gift Note, Customer Email, or Customer Phone If you have any other questions, please check our Knowledge Base, email support@precisionpos.com, or ...

    • Receipts: Customer Receipt Styles

      Customer Receipt Styles Follow these simple steps to choose one of our existing customer receipt styles: 1. From the main screen select Station Configuration 2. Enter your security code 3. Click on Printer /KDS Settings 4. Once on the screen scroll ...