Credit notes
A credit note is issued during a return, when the customer prefers credit to a refund. They use it on a later purchase.
- Issue a credit note: in Receipts, open the sale receipt, tap Return, choose Credit note under Return type, then tap Issue credit note. Available to the Supervisor and Manager roles.
- Use a credit note: at checkout, choose Credit note, scan the credit note's QR code or enter its Credit note reference, then tap Check credit note. Any unused amount stays available for a later purchase.
- Find a credit note: in Receipts, filter by Type and choose Credit note.
- Limit its validity: by default, a credit note never expires. A Manager can set a Validity (days), from 1 to 3,650 days, in Settings > Preferences, Credit notes section. It applies to credit notes issued afterwards. An expired credit note is refused.
Step by step: Issue and use a credit note.