Shopify POS Credit
Shopwaive syncs with Shopify POS enabling your employees to apply customer credit or invoice charges to in-store purchases with a single button press
Tip: You can add Shopwaive Smart Grid tiles on the Shopify POS cart page to process invoice charges, store credit, refunds, returns, and exchanges. This guide discusses how to give store credit to customers with Shopify POS, if instead you wish to allow customers to charge to an invoice, see Shopify POS Invoicing
Settings
To use Shopwaive with Shopify POS follow the steps outlined below. First, enable the Shopify POS setting toggle. To do this, follow these steps
Open the app and click the left menu item labeled Settings
Once you click Settings, scroll down and toggle on the Shopify POS setting. If you also wish to use Shopwaive's Invoice and Accounts Receivable services for Shopify POS, go ahead and enable this settings as well. Shopwaive's Invoice and Accounts Receivable services for Shopify POS are built exclusively for brick and mortar shops and works in the reverse way of Shopwaive Store Credit. See Invoicing and Accounts Receivable for a more detailed description of the differences.
When you enable Shopwaive's Shopify POS Invoicing services, Shopwaive's Store Credit services will be automatically disabled. For merchants with both in-store and online sales channels, its recommended to disable Shopify POS Invoicing
Gift Cards in Shopify POS
Conveniently redeem customer store credit as an alternative form of payment using Gift Cards and Shopwaive's Smart Grid Redeem Gift Card Tile.
On the Smart Grid Cart, press Add tile > App > Shopwaive: Credit and Payments > Redeem Gift Card
Next, just add your customer and items to the cart. Press View Gift Card on the Shopwaive tile to be shown your customers unique redemption code for checkout. Copy and paste this code into the Gift card code field at checkout.
Simply press the View Gift Card tile on the Smart Grid cart. Then, copy and paste the redemption code (equal to the customers available balance) into the Gift card code field when selecting a form of payment
With Shopwaive's Shopify POS Gift Card extension, your customers credit applies toward the full cart costs, inclusive of line item merchandise, taxes, shipping, and fees. Combinations with other forms of payment is made easy with Shopwaive's POS extension, and makes bookkeeping and reporting seamless and organized. Keep track of customer redemption through Shopwaive's unique identifier, that's simple and intuitive to search, filter, export, and segment within the Shopify Admin.
Returns and exchanges in Shopify POS
Though you can manually issue store credit or use Bulk import for any miscellaneous reason, you can also issue credit inside the Shopify POS app based on scanned item value while processing a combination of return, exchange, and new purchase. You can perform any of the "3 R's" within Shopify POS with a single press of a button as described below in Redeem, Refund, and Remove.
To begin, just add the four Shopwaive tiles shown below to your Shopify POS Smart Grid. The Give Store Credit tile provides an app link to the Shopify app dashboard if needed but is not required. The Redeem (Loyalty app), Refund, and Remove tiles are designed specifically for Shopify POS merchants and are convenient since they enable you to perform Shopwaive operations without leaving the Shopify POS cart.
Redeem with Shopify POS Smart Grid
Customers can redeem their available account balance if you press the Redeem tile. This will apply the customer's available balance up to the amount required to cover the total due. If the available credit balance does not cover the full cost, the total due will be reduced by their available balance and the customer will be required to provide another form of payment to pay the remainder.
Refund with Shopify POS Smart Grid
Customers can be refunded for items they return to your store by pressing the Refund tile. You simply add the items to the Shopify POS cart by searching for them in your product catalog or by scanning them into Shopify POS using the product barcode. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. The Refund tile will always equal the grand total of the customer's items in the Shopify POS cart. This makes it super easy to refund based on scanned value of an item, without the need for a receipt, order history, etc. For a miscellaneous refund amount, you can complete a custom sale.
If completing a refund and new purchase simultaneously, after completing the Refund, you simply can remove the refunded items and the customer from the cart, and then add the new purchase items to the cart. Removing the items associated with the refund from the cart does not remove or effect their credit, we simply temporarily scanned them into the cart to capture an accurate value to credit the customer. After completing the Refund, removing the customer and then adding them back to the Shopify POS cart will refresh their available balance that will appear in the Redeem tile
For issuing store credit refunds based on a specific order, you can do this at anytime by visiting the Order Details page of the order you wish to refund within the Shopify admin. Click the More Actions button at the top right of the Order page, and select Refund with Store Credit
Remove with Shopify POS Smart Grid
You can remove store credit from a customers balance by performing the same actions as with a refund, and instead, press the Remove tile. Add items to the Shopify POS cart. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. If the customer is not new, but does not have an email address on file, you will need to add it before proceeding. The amount that will be removed from a customer's available balance is equivalent to the grand total in the Shopify POS cart. For a miscellaneous amount, you can complete a custom sale. A customer's available balance can never be less than 0.
After processing a refund or removal of credit, remove the customer from the cart and then add them back to get the latest available balance to reflect on the Redeem tile before proceeding to process the order
In the example above, the grand total of the customer's cart is equal to $245.25. The Refund and Remove tiles equal +$245.25, and -$245.25, respectively, indicating the customer's balance can be increased or decreased by the value of the items in the current cart session. If more items are added or removed from the cart, the value of these tiles will change to match, and will always remain in-sync with the current cart value.
Before these tiles will be available to take action, you first need to add a customer to the cart. New or existing customer's must have an email address. If they currently do not have an email address on file, you can add one by asking your customer to provide this information and entering the email address on their customer profile within the Shopify Admin or using the Customers tab within Shopify POS.
The Redeem tile is equal to $1274.00, this is the customer's existing credit balance, and is independent of the current Shopify POS cart value. After processing a refund or removal of credit, remove the customer from the cart and then add them back to get the latest available balance to reflect on the Redeem tile before proceeding to process the order.
Access the Shopwaive app within Shopify POS
You may wish to access all the features of the app within the Shopify POS environment. In this case, you simply add the Give Store Credit tile to your Smart Grid. This will provide a quick link to the app dashboard
Adjust balance with Shopify POS
In the Shopify POS app, if you cannot find your customer by email, they do not currently have an account in your Shopify Customers list. To add them, go to the Shopify POS cart page and press the Add customer tile and include their email address, then click Save
You can issue store credit to customers for online and in-store returns, exchanges, refunds, and promotions. To learn how to give customers credit manually within the Shopwaive app, see Store credit, before proceeding to the next steps
Checkout with Shopify POS — Step-by-step:
Install the Shopwaive: Credit & Payments app from the Shopify App Store
Add the Shopwaive: Credit & Payments (Loyalty app) tile to your cart page as shown below
Scan items or search and add items to the cart
Search for your customer by email and add them to the cart. If your customer does not yet exist, click the Add customer tile and include their email address, then click Save
If the customer has an available credit balance, then it will appear as "Redeem $435.55" for example, in the Shopwaive (Loyalty app) tile on the cart page
In the example below, if you click "Redeem $435.55", the available balance will be applied to the order. Only the amount required will be deducted from the customers available balance
You can press the Clear cart or Remove discount tile at anytime to remove the applied credit from the purchase. The credit is only deducted from the customers balance after the order financial status changes to Paid
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