How can we help you today?

Start a new topic
Discussions retailcloud Forums Tips and Tricks

Store Credit

 I am new to Retail Cloud and I am setting up store credits.  I have the situation where a customer purchases items during the month then pays for them on invoice at the end of the month.


How do other people deal with this situation.

3 CommentsSorted by Oldest First

You can create an "Invoice Customer" group and run a report for that group every month. This report will show all purchases for that customer so this solution will work if your customers only purchase on credit.


https://retailcloud.atlassian.net/wiki/display/user/Customer+Group+Configuration



Thank you for your prompt response to my query.  I now understand how I can use groups.  Please advise where I find the report that shows all purchases for a customer.

 

Here is a link to instructions on how to run that report.


https://retailcloud.atlassian.net/wiki/display/user/Customer+Reports

Login or Signup to post a comment
More topics in Tips and Tricks