Adding Credit to a Customer on Flow

In Alpha Flow if you want to add credit to a customer's profile, this can only be done by refunding an existing payment. 

Before doing this you must configure two payment methods.

• Customer Credit type - this will move payments to and from a customer's profile
• A General type - this will be used to mark complimentary payments. We'd also recommend adding an additional info field to this payment method to record why the payment was complimentary (optional). 

You will also need a product you can use to create an amount to refund i.e. a Trophy. Don't worry about the amount as this can be edited to be exactly the value of credit you want on the Bill. 

Step 1: Open the POS and start a new Bill. Add the product to the bill (i.e. Trophy)

Step 2: Click on the product's name on the bill (blue text) and change the unit price to the value of credit you'd like to add to the customer's account. Click update to Save. 

Step 3: Click the Green Payment button and record the payment via the Complimentary Payment Method you set up. 

Step 4: Now click Select Customer at the top of the Bill. Search for the customer and click on their name in the search results to add them to the Bill: 

Step 5: Now click the Refund button and refund the amount to Customer Credit. You will see the total amount of customer credit at the top of the Bill e.g.  CR £100 . 

Step 6: Click back on the original product and remove it from the bill.