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Video Transcript:

Hello everyone! This is Cameron with Ready Set Retail. I’ll be showing you how to use Ready Set Retail’s Store Credit with Heartland Retail. We’ll go over how to check store credit balances, using store credit as both a partial and full payment option, and how to refund to store credit. Use these timestamps to jump to a specific section you’re looking for. All of this information is available in our support articles at support.readysetretail.com

There are three different ways to check Store Credit balances. You can see it in the Point of Sale Screen in Heartland, you can run a customer balance report, or search for a customer’s balance on the Ready Set Retail site.

To see the balance in Heartland, you need to do is add a customer to a ticket in the Point of Sale screen. Do this by clicking on the “Add Customer” button on the top of the screen, searching for the customer you’re looking for, and selecting their name. At the bottom of the screen, you will see their store credit balance. Simple as that!

Next, we’ll run a customer balance report. Go to app.readysetretail.com and sign in with your username and password. Click “Customer Balance Reports” under the Store Credits section. Provide at least one email address you want to send this report to. Select your store credit program, then click “Submit.” The system will send an Excel file to the emails you provided.

Finally, we’ll search for a customer’s balance. On the home page of the Ready Set Retail site, click on “Manage Balances” under the Store Credit section. Fill out the “Customer #” field with the customer number you want to look up. This number can be found in the customer list in Heartland. Select your store credit program, and click “Search.” The system will pull up the customer’s record where you can see and edit the balance.

Using store credit as a payment method works like any other payment method. Here we have a customer with their items added to the transaction. Click “Tender” at the bottom of the screen and click “Store Credit” in the menu. Then, click “Add Payment.” This will charge the full amount of the transaction to the store credit balance. If the customer doesn’t have enough store credit, the transaction will give you an error.

If the customer doesn’t have enough store credit, or they don’t want to use it all, you can also use other payment methods alongside store credit. Instead of charging the full amount of the transaction put the amount the customer is able to or willing to use. This will only charge that amount to their store credit. Now click “Add Payment.” You will still be on the tender screen but the “Amount Due” will change. Next, select your other payment method and enter the amount still needed. Click “Add Payment” and “Complete.”

Finally, let’s go over refunding to Store Credit. Doing this can be done like any other payment method. First, make sure your customer is added to the ticket. Next, add the items you are refunding and change them to a return. Now, click “Tender” at the bottom of the screen and click the “Store Credit” payment option. Click “Add Refund” and “Complete.” The Store Credit balance at the bottom of the screen will automatically update with the refunded amount.

And that’s it! If you have any more questions about our products, feel free to email us, check our support articles, and check out our channel for more product tutorials.