Payment Type - Issue In-Store Credit

Written By Ascend knowledge base (Administrator)

Updated at August 1st, 2025

Table of Contents

In-store Credit balances do not transfer between locations. Balance tracking is location/database specific.

For a return

  1. Start a return as normal. The transaction balance displays in parentheses, indicating that the store owes the customer money.

  1. On the Payment toolbar, click In-Store.
  2. Amount is automatically entered with the negative transaction balance. Click Save.

  1. Complete the sale as normal.

For another reason

  1. From the Ascend Desktop, click the Sale tile.
    Screenshot of the Sale icon, it has a shopping card with a plus sign on it.
  2. Associate the customer who should have the credit.

  1. Do not add any products. 
  2. Take the payment for the in-store credit (e.g. $20 in the Customer Satisfaction payment type).
    1. The transaction balance displays in parentheses, indicating that the store owes the customer money.

  1. On the Payment toolbar, click In-Store.

  1. Amount is automatically entered with the negative transaction balance. 
    1. Note: The In-Store Balance under Comments is the customer's current In-Store Credit Balance. It does not include the amount currently being assigned to In-Store Credit.

  1. Click Save.
  2. Complete the sale as normal.

KB22-141