Store Credit

Does the weather cast a big cloud on your business? Whether it’s a big storm or someone simply can’t make it, Xola allows you to refund your customers in the form of store credit. The customer can then easily add a store credit code to a new purchase during checkout.

What's covered in this article:

• Issuing Store Credit
• Customer Communication
• Customer Record

• Adding a Store Credit Code Before Checkout

• Adding a Store Credit Code in a Back Office Purchase 

• Adding a Store Credit Code to an Existing Purchase

Issuing Store Credit

1. Navigate to the customer purchase in the Purchases tab.
2. If the customer is canceling the reservation, click Cancel Reservation in the action bar near the top.
   • If the customer is just getting a refund but not canceling, click Refund in the action bar near the top. Then, select Reduce Booking Value and Return Payment  
3. Ensure the number shown in the Amount field reflects the amount you'd like to issue to a store credit.
4. Choose Store Credit in the Payment Method section.
5. Now click Save.
6. Your customer will be sent an email with their Store Credit code, which they can apply at checkout when making the next reservation. 
7. You will see the Purchases tab, Customers record, and Gifts/Store Credit report updated to reflect this credit and the store credit code they were given. 

Customer Communication

As soon as you issue the credit to your customer, they'll receive an email very similar to a gift certificate email. Instructions on how to use the store credit are included, and the customer will be taken right back to your website upon clicking the Book Now button.

Customer Record

The Purchases tab, Customers record, and Gifts/Store Credit report will all update to reflect this store credit. In the Purchases tab, you can click on the customer credit to Adjust Funds, Refund, or Adjust Balance, just like with a gift certificate.

Adding a Store Credit Code During Checkout

1. The customer will proceed with checkout as usual.
2. Under the payment summary, click "Have a code?".
3. Enter the store credit code. 
4. You'll see the store credit break out as its own line item and the price of the purchase reduced accordingly.
5. The customer will finish checkout as normal.

Adding a Store Credit Code in a Back Office Purchase 

1. Proceed with Making a Purchase. 
2. Under the payment summary, click the "Choose a Code" dropdown 
3. Enter the store credit code and hit apply. 
4. You'll see the store credit break out as its own line item and the price of the purchase reduced accordingly.
5. Proceed with the purchase as normal. 

Adding a Store Credit Code to an Existing Purchase

1. In the Purchases tab, navigate to the customer purchase. Verify that the customer has not yet paid for this experience.
2. Below the Payment Summary, click the Apply Code. A window will open with a drop-down menu and the customer’s payment summary.
3. Type in the recipient's store credit code that was generated. 
4. Select the code from the list, or if you've typed it in, hit Enter on your keyboard. The code will be applied and appear in the payment summary.
5. Click Apply.
6. Depending on the amount of the purchase and the store credit, you will either see a Collect Balance button or the purchase will reflect "Paid" with no further actions. 

Note: If the customer has paid in full and wants to apply a store credit code, you should cancel and refund the purchase, and re-book the customer using the code.