Learn how to leave the change as credit in the customer's account
In many segments it is quite common to have the possibility to store credit to a customer so that he can use it in future purchases. This can easily be done with NEXTAR Software .
Make a sale normally and proceed to the payment screen by clicking on Save (F2).
In this case, let's say the customer has given a value above the total which would generate change.
Instead of returning the change you can save it as credit, directly in the customer's account so he can use in a future sale. Check the item "Save change as Customer Credits" and save the operation.
The confirmation message appears on the screen also showing the amount credited into account. Click OK to finish.
All set! The amount was credited to the customer's account. To check, go to "Customers" on the left bar and locate your customer. The total is listed on the Credits column, this is what he has available for future purchases.
In the sales screen select the customer. By selecting it the available credits will be displayed. These may be used at the time of payment. Advance to the payment screen after launching the products.
In the payment screen a new payment method will appear, called "Withdraw from customer credits" and will be pre-selected by default to use on the transaction. It will also appear the total credit available for the customer to use. You can manually select any other payment method and change the amount paid, if necessary. Once you're ready, click on Save or press F2.
All set! The payment was completed and the credit deducted from the customer's account. Click on Ok to finish.
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