Issuing Store Credit

Does weather cast a big cloud on your business? Whether it’s a big storm or someone simply can’t make it, Xola allows you to raincheck your customers in the form of store credit.


Issuing Store Credit

  1. Navigate to the customer purchase in the Purchases tab.
  2. If you are issuing store credit for an entire booking, click Cancel below the Payment Summary and confirm. If you are issuing store credit for a partial booking, click Refund in the Modifications Banner.
  3. Select the store credit icon and click Return Payment.
  4. You'll see the Timeline, Purchases tab, Customers tab, and Gifts/Store Credit tab update to reflect this credit.




Customer Experience

As soon as you issue the credit to your customer, they'll receive an email very similar to a gift certificate email. Instructions on how to use the store credit are included, and the customer will be taken right back to your website upon clicking the Book Now button.


Customer Record 

The Purchases, Customers, and Gifts/Store Credit tabs will all update to reflect this store credit. In the Gifts/Store Credit tab, you can click into the customer credit to Adjust Funds, Refund, or Adjust Balance, just like with a gift certificate.


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