Working with Credit Memos in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

 

In SuiteCommerce InStore (SCIS), a credit memo can be applied as payment. If the customer was refunded with a credit memo, the credit memo number is displayed on the receipt from the return transaction. You can apply that credit memo to the customer’s next purchase. Search for the customer in SCIS, and then retrieve the return transaction from the Customer Profile.

Note

It is not possible to issue a credit memo without a customer defined on the transaction.


To apply a credit memo as payment:

  1. Add the customer to an order.

  2. Add items to the order.

  3. Click Other Payment, and then click Credit Memo. Available credit memos display in a list.

  4. Choose the credit memo to apply to the order.

  5. Click Next.

  6. Click Apply.

  7. The amount of the credit memo shows in the transaction summary as a credit.

  8. Click the appropriate payment method for any outstanding amount.

  9. Give the receipt to the customer.

Limitations when Applying credit Memos

Sales associates cannot accept a Credit Memo as payment for any transaction that generates a Sales order. Sales orders are created in NetSuite for SCIS sales transactions that have items for shipping, or pick up in-store. If a sales associate attempts to apply a credit memo as a payment on a transaction where it is not supported, an error message is displayed in SCIS. They will not be allowed to proceed until a different payment method is selected.