Quick Checkout Using Account Balance (How-To)

Article Details

Summary

This article shows staff how to apply a customer's account credit at checkout. You apply it the same way you apply a package credit.

Before You Begin

You'll need:

  • A customer with a credit on their account. The total appears next to use balance. A negative number means the customer has a credit.

Steps

  1. Select the Cart icon.

  2. Select Use Balance.

    The checkout screen with the Use Balance option and a store credit pop-up.

If Something Goes Wrong

Symptom: You get an error message when you select Use Balance

Cause: The credit on file is not enough to cover all items in the cart

Fix: Continue checking out in the cart

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