Every customer in LunixPOS has a Store Credit wallet you can top up, deduct from, or use to settle a refund. Once a customer has a balance, they can pay with it at checkout, and every change is recorded in a full transaction history. This guide shows how to manage store credit from start to finish.
- 1
Open the customer's profile
Go to Customers and select the customer. On their profile you'll see the Store Credit card next to Pending Payment, showing the current balance.
- 2
Click Adjust on the Store Credit card
The Adjust Store Credit modal opens, showing the Current balance at the top. (The Adjust link only appears if your role has permission to change credit.)
- 3
Choose how to change the balance
Pick the action tab at the top of the modal:
- Add — increases the balance (shows a + prefix)
- Deduct — decreases the balance (shows a − prefix)
- Set to — replaces the balance with an exact amount (shows a $ prefix)
- 4
Enter the amount and reason
Fill in the fields, then watch the New balance preview update live:
- Amount — type the value (placeholder 0.00); the balance can't go below zero
- Reason — required; explain why the adjustment is being made (up to 500 characters)
- 5
Click Save
The balance updates immediately, you'll see a 'Store credit updated' confirmation, and the change is written to the customer's history.
- 6
Refund an order back to store credit
When you refund an order, open the refund screen and under Select a Refund Method choose Store Credit. The refunded amount is added back to the customer's wallet instead of returning cash. Store Credit appears here only for a real (non-guest) customer when your store has the Store Credit payment method active.
- 7
Let the customer pay with store credit at checkout
On the payment screen, the customer's available store credit is shown. Select Store Credit as the payment method to apply it:
- A customer must be attached to the order — add one first if prompted
- If credit doesn't cover the full total, the available amount is applied and you pick another method for the rest
- Payment is blocked if the balance is too low for the amount entered
- 8
Review the Store Credit Transactions history
Back on the customer's profile, the Store Credit Transactions list logs every entry — Date, Type (Manual add, Manual deduct, Set balance, Order payment, Refund to credit, Auto-return), Amount, Balance after, Reason, and Performed by.
Pro tip
- A reason is required on every manual adjustment — use it to note gift cards, goodwill credit, or corrections so the history stays clear.
- Store credit can never go negative; if a Deduct or payment would drop below zero, LunixPOS blocks it.
- Refunding to store credit keeps money in your store instead of going back to a card, and the customer can spend it on their next visit.
Var dette nyttigt?