Issue a credit note (store credit)
Give a customer store credit they can spend later — it comes from a return or from money taken in advance.
Two ways to give store credit
You no longer create a blank credit note by hand. Store credit a customer can spend is created in one of two ways: refunding a return to store credit, or taking money in advance. This keeps every credit tied to a real event.
From a return
When you process a return, choose to refund it as store credit instead of cash. That creates a credit note on the customer's account. See the 'Return items and refund a sale' guide for the full steps.
From money paid in advance
Tap the blue Record Payment button and take more than the customer owes (or take money when they owe nothing). The extra is saved as advance credit — that's their store credit.
Check the Store Credit tab
Open the Store Credit tab on the customer's profile to see the balance and a full history. They can spend this credit at checkout on a future purchase.