You can add discounts and credits to a customer's account via the Customer CRM page when creating or editing their profile.
ⓘ Ensure staff members have the appropriate discount/credit permissions, which can be assigned in Settings → Users.
Adding or Editing Discounts
Navigate to the New Order page.
Find and select the customer by entering their name or phone number in the search box.
Click the pencil icon to open the Edit Customer window.
Scroll to the Discount section and click the pencil icon to modify or add a discount.
Enter the discount percentage in the Edit Discount box. This will apply to all future orders for the customer.
📌 Note: Staff must provide a reason for applying or changing the discount.
Adding Credit
Navigate to the New Order page.
Find and select the customer by entering their name or phone number in the search box.
Click the pencil icon to open the Edit Customer window.
Scroll to the Credit section and click the pencil icon to modify or add a credit.
In the Add Credit box, enter the amount and provide a reason.
🪄 Tip: To deduct credit, use a negative value.
Viewing Credit and Discount History
You can check the history of discount and credit changes under Settings → Admin → Admin Tools.
View Staff Discount History – Shows changes to customer discounts.
View Staff Credit History – Displays changes in customer credits.
📌 Note: The discount and credit history only shows saved discounts and credits on customer accounts via the CRM, not those applied to specific orders.
Metrics & Reporting
You can export a Credits report by navigating to Settings → Metrics → Data Export → Credits.
This report lists credits issued, with dates, amounts, and staff details.
You can also find this data in Metrics → Overview → Credit Given.
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