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. To do this you must create the Customer Credit payment method type - this will move payments to and from a customer's profile. See this article on Payment Methods on Alpha Flow on how to create it. 

If you want to give customer credit without having an incoming payment you must configure a "complimentary" payment type. Use the "General type" of payment method. 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 1a: Open the POS and find an existing a new Bill or;

Step 1b: Start a new bill if "creating" a payment. Add the product to the bill (i.e. Trophy)

Step 2a: If there is already a payment on the bill, skip to step 4. 

Step 2b: 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: If you were creating the payment, click back on the original product and remove it from the bill.