Back to

Leave change as Credit

Learn how to leave the change as credit in the customer's account

See the step- by-step with the following text and images

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 .

How to store the change as credit

Advance to payment screen

Make a sale normally and proceed to the payment screen by clicking on Save (F2).

Enter the amount paid by the costumer.

In this case, let's say the customer has given a value above the total which would generate  change.

Check the box “Customer Credits” and confirm

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.

How to check the total credits

Access the customers menu to see the credits

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.

How to use the credits at the time of sale

As shown before start a sale and proceed to the payment screen

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.

Select the payment method "Customer Credits"

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.

See more Tutorials of