Store Credits & Refunds

When a customer returns merchandise or you owe them money, you have three ways to settle it:

• Cash / card refund — money goes back the way it came in. Use when they want to be made whole right now.
• Store credit — a balance on the customer’s account that applies automatically against future invoices.
• Gift card — a transferable balance not tied to a specific customer.

To issue a store credit

1. From the Store Credits list, click + New.
2. Pick the customer and enter the amount and reason.
3. Optionally link the credit to the original invoice (helps with reporting).
4. Save.

The credit appears on the customer’s AR detail page and applies to their next invoice automatically (oldest-first, like a payment).

To refund cash or card

1. Open the original invoice or the customer’s AR page.
2. Click + Payment, set the amount negative, and pick the refund method.
3. The refund reduces the customer’s account balance and is recorded as a tender reversal.

Returns (memo returns and merchandise returns)

For returned merchandise specifically, use the Memo Returns module — it brings the inventory item back into stock at the same time as the financial entry. A plain store credit doesn’t restock anything; it’s a financial-only adjustment.

The Store Credits Ledger report

The Store Credits Ledger report (Reports module) is the accounting view of your outstanding store-credit liability. One row per credit — Credit Date, Expiry, Customer, Store, and the Amount issued / Used / Refunded / Remaining plus Status. Filter by date range, status, and store. The sum of the Remaining column is your total store-credit liability. Unlike a gift card — which is transferable and not tied to anyone — a store credit belongs to a specific customer, so this ledger shows the customer on every row.