Purchase Store Credit (How-To)

Introduction

Store credit can be purchased from both the business side of Gingr and, if enabled in your system settings, from the Customer Portal. When purchased, Gingr automatically records the location where the transaction occurs.

Purchase Store Credit from the Owner Details Page

  1. Use the Search bar to navigate to the owner's profile.

  2. Click to the Invoices tab.

    Invoice tab highlighted in a user interface.

  3. Click $Add Store Credit.

    Invoice management dashboard screenshot.

  4. On the pop up window, enter the Amount of store credit to purchase, enter a Description for the credit, and choose the Payment Method that the customer has presented. Click Credit to process the payment.

  5. Once complete, the owner’s Store Credit balance updates to reflect the purchase, and the transaction is recorded under the current location.

    Store credit and contact details screen.

Purchase Store Credit from the Dashboard

  1. On the Dashboard, locate the reservation for the Owner that would like to purchase store credit.

  2. Click the Action Menu to the left of the reservation.

    Pet daycare check-in dashboard.

  3. Choose Buy Store Credit from the Action Menu.

    Daycare reservation list with actions menu.

  4. On the pop up window, enter the Amount of store credit to purchase, enter a description for the payment, and choose the Payment Method that the customer has presented. Click Credit to complete the purchase.

  5. The purchased store credit will be recorded at the location where the sale occurred and reflected in the owner’s Store Credit balance.

    Store Credit: $30.00" displayed on screen.

Purchase Store Credit in the Shopping Cart

  1. Navigate to the Shopping Cart.

  2. Select the Owner from the drop down menu (if you've added an owner's reservation to the cart, you'll notice that this is pre-selected).

    Shopping cart interface with empty cart message.

  3. Enter the Amount of Store Credit to purchase in the amount field.

  4. Click the Add to Cart button to apply the store credit purchase as a line item in the cart.

    Invoice and payment interface screenshot.

  5. To complete the purchase, click the Check Out With Payment button and enter the payment information that the owner has provided.

  6. Once processed, the owner’s Store Credit balance updates immediately, and the purchase is tied to the current location.

    Customer account details screen.

Purchase Store Credit on the Customer Portal

If your system-wide settings are configured to allow for it, store credit can additionally be purchased from Customer Portal. In order to allow for this type of purchase, you must use Gingr's integrated credit card processing.

  1. Log into the Customer Portal as an existing customer. For more information on logging into the Customer Portal, please see our article Access the Customer Portal.

  2. Once logged in, navigate to Shop > Add Store Credit.

    Shop menu with 'Add Store Credit' option.

  3. On this page, enter the Amount of store credit to purchase, and indicate whether to use the card on file (if there is one) or enter the credit card information to complete the purchase.

    Add store credit screen with payment option.

  4. The customer’s Store Credit balance will update automatically. Purchases made through the portal are recorded at the selected location within the portal interface.

Important:  While it's possible to purchase store credit on the customer portal, it's not possible for a pet parent to use store credit towards purchases on their own. They will need to contact the facility to use their store credit.

Additional Notes

  • The "Limit Store Credit to Purchase Location" setting (Admin > Check Out Options) controls whether store credit can be redeemed at other locations.

    • Enabled: Store credit can only be used at the location where it was purchased.

    • Disabled (default): Store credit can be used at any location.

  • Store Credit History automatically tracks both the purchase location and redemption location for every transaction.

  • This setting ensures accurate financial tracking across multiple facilities.

Related Resources

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