Summary

This article shows you how to buy store credit for a customer from the owner profile, the Dashboard, the shopping cart, or the Customer Portal. Gingr records the location where the purchase happens.

Before You Begin

You can buy store credit on the business side of Gingr. If you turn it on in your system settings, customers can also buy it in the Customer Portal.

Steps

Purchase Store Credit from the Owner Details Page

1. Use the Search bar to open the owner's profile.
2. Select the Invoices tab.

   

3. Select $Add Store Credit.

   

4. In the popup, enter the Amount of store credit.
5. Enter a description for the credit.
6. Choose the Payment Method the customer gave you.
7. Select Credit to process the payment. The owner's Store Credit balance updates, and Gingr records the transaction at the current location.

   

Purchase Store Credit from the Dashboard

1. On the Dashboard, find the reservation for the owner who wants to buy store credit.
2. Select the Action Menu to the left of the reservation.

   

3. Select Buy Store Credit.

   

4. In the popup, enter the Amount, a description, and the Payment Method.
5. Select Credit to finish the purchase. Gingr records the credit at the location where the sale happened and updates the owner's Store Credit balance.

   

Purchase Store Credit in the Shopping Cart

1. Go to the Shopping Cart.
2. Select the Owner from the dropdown. If you added the owner's reservation to the cart, the owner is already selected.

   

3. Enter the Amount of store credit in the amount field.
4. Select Add to Cart. The purchase shows as a line item.

   

5. Select Check Out With Payment and enter the owner's payment information. The owner's Store Credit balance updates right away, and the purchase is tied to the current location.

   

Purchase Store Credit on the Customer Portal

If your system-wide settings allow it, customers can buy store credit in the Customer Portal. You need Gingr's integrated credit card processing for this.

1. Log in to the Customer Portal as an existing customer. See Access the Customer Portal.
2. Go to Shop > Add Store Credit.

   

3. Enter the Amount of store credit.
4. Choose to use the card on file, if there is one, or enter credit card information.

   

5. Complete the purchase. The customer's Store Credit balance updates automatically. Gingr records portal purchases at the location selected in the portal.

Important: Customers can buy store credit in the portal, but they cannot use it on their own. They must contact the facility to use their store credit.

Additional Notes

• The Limit Store Credit to Purchase Location setting in Admin » Check Out Options controls whether credit can be used at other locations. When it is on, customers can use store credit only at the location where they bought it. When it is off, which is the default, they can use it at any location.
• Store Credit History tracks both the purchase location and the redemption location for every transaction. This keeps financial tracking accurate across facilities.

Related Articles

• Store Credit Topic Outline
• Use Store Credit How-To