Store credit: deposits, refunds and goodwill

Omar’s birthday dinner went wrong — the kitchen lost his mains and the table waited forty minutes. You want to give him 50 to come back with, and you want it to be one tap for whoever serves him next time.

1. 1Open Omar in CRM › Customers and press Adjust balance. (You can also do this from the ⋯ menu on his row.)
2. 2The dialog shows Current balance. Choose Add funds and enter 50 under Amount; New balance previews 50.00.
3. 3Add a note — Goodwill, lost mains on 12 Sept — and press Add 50.00 (the button carries the amount). You’ll see Balance updated.

1. 1Omar’s next check comes to 64.00. The waiter adds him to the check.
2. 2At payment, Balance shows 50.00 available. Take 50 on Balance, then 14 on card.
3. 3Two payments, one settled check. His balance is back to 0.00.

• A refund the guest keeps as credit — instead of cash back, Adjust balance by the refunded amount with a note. The money stays with you and the guest comes back to spend it.
• A deposit for a booking — take the deposit as a positive adjustment when they book; on the night, the Balance tender spends it against the bill.
• Goodwill — like Omar. A note explaining why is what turns a number into a story your staff can repeat.