Customers | Knowledge Base

Adding a Stored Credit Card for a Customer

In order to store credit cards for customers, there are several conditions that must be met: 1. Your payment processor must be integrated with the Enlite system. 2. Your payment processor must support the ability to store credit cards. 3. With the first 2 conditions met, your Enlite system must be configured to do this. For assistance with any of the above requirements, please contact [email protected]. Credit Card information is NEVER stored in Enlite and never passes through the Enlite or DarkPOS servers. The system will never display a customer’s full credit card number. All of this information is stored by your payment processor. - To begin, search for the customer you wish to add a credit card for, then press the Customer Info button. - In the Customer Profile, select the Billing Information tab and then click the New Credit Card button. - Next, enter the credit card details in the form that appears. This form may vary slightly depending on your payment processor. However, the information that they require should be very similar. All fields are required. When complete, press the Save button. If when you press the Add Credit Card button from the previous step, this form does not load, or you receive an error, it is likely that one of the requirements from the beginning of this document has not been met. Contact [email protected] and we can determine how to best proceed. - After pressing the Save button, the Credit Card will appear on the screen. The full credit card number will NEVER be visible in Enlite. Also, despite seeing the credit card represented on the screen, no credit card information is stored in the Enlite system. All of it is stored with your payment processor. Enlite simply stores a token provided by your processor that allows us to place transactions with them, the credit card never hits Enlite/DarkPOS servers.

Last updated on Jul 13, 2024

How to Configure Age Groups

Steps to Configure Age Groups: Configure your Customer Age groups so you can split your customers into the age demographics that best fit your business.

Last updated on Jul 13, 2024

Sending spot / damage pictures to customers by email

Whenever an employee creates an invoice for a certain customer and it has pictures of damages, employees can look at them and email them to the customer. - Open the "History" tab in the Customer Info section. There you will see the orders that have pictures attached because they have a little camera icon. - If you click on that ticket, you will see the invoices with their details. You can click on the camera icon that appears on the right side of the screen to view the pics, or on the envelope icon to email them to the customer. - If you click on the camera icon to view the pics, it will display them below the invoice. You may click on them to view them in a larger size. - If you click on the envelope icon to send it to the customer, the system will open this screen to send the email with the pictures attached. The employee can type the subject and message. When ready, just click the green "Send" button to send the email.

Last updated on Jul 13, 2024

Issuing Store Credit

1. Go to the Customer Info Button From the Customer Action Screen, select the Customer Info button. 2. Select the Credit History Tab On the Customer Profile screen, select the Credit History tab and then press the Issue Store Credit button. 3. Enter the amount of store credit In the Store Credit modal, enter the amount of store credit you wish to issue and in the Memo field, enter a note explaining the reason the store credit is being issued. Finally, press the Apply button. 4. Store Credit is Assigned The Store Credit will be added to the table and you will receive a success confirmation on the lower-left portion of the screen. Note that the Description field is left blank. This field is reserved for the system to enter notes when necessary. For example, if Store Credit is issued as a result of voiding a payment. The system will record the Store Credit entry here and place the reason in the Description field.

Last updated on Jul 13, 2024

Adding Customers to Routes from Customer Profile

- From the Customer Profile, on the Detail Tab, select Customer Routes. - Select the Route to which you wish to add the Customer - Click the blue info button to see the customers on that route and their corresponding stops. - This will display all the customers on the route and their stop numbers. - Enter the Stop Number you wish to add. If you add a stop in between the route, the system will adjust the route numbers to accommodate the newly added customer. Press the green Add button when ready. - The Route Name and Stop will appear in the Customer's Routes list with the Stop Number you selected. - If you go to the Routes section, you will see the Customer has been added with their corresponding Stop Number and the other stops have been adjusted to accommodate for the new customer.

Last updated on Jul 13, 2024

How to Convert Loyalty Points Into Store Credit

Here are the steps on how we can use customer loyalty points as payment. Since we cannot use the points directly to pay for the customer's bill, we have to convert the points first to store credit. STEPS TO CONVERT LOYALTY POINTS TO STORE CREDIT 1. Go to the Customer Walk-In tab and search for the customer. 2. Click on Customer Info on the right side of the screen. 3 . Then click on Membership History. This page will show the earned points of the customer. 4 . Click on Convert Points on the top right side. 5 . The Membership Points screen will now pop up. Enter the amount that you want to convert as a store credit and hit Apply. The page will show how many points are available to be converted into store credit. After we have converted the loyalty points to store credit, we can now use them for payment on the Pick and Pay screen.

Last updated on Jul 13, 2024

How to export Customer list from Enlite

1. Reaching the Customer Manager To reach the Customer manager module, from the Main Menu, press the Office button (Pic 1.1). From the Back Office menu, simply press the Customers button (Pic 1.2). Pic 1.1 Pic 1.2 2. Click on Export CSV 3. After you click "export CSV", you will have the option to save the file on your computer. You can use the file name that you want, just make sure to add ".csv" like done in the image below and click SAVE. 4. You can now open the file that will show the customer list and some other information. Open the file from the Folder on your computer where it was saved in step 3.

Last updated on Jul 13, 2024

How to Delete/Remove Store Credit for a Customer

1. Go to Customer Info Button From the Customer Action Screen, select the Customer Info button. 2. Select Credit History Tab On the Customer Profile screen, select the Credit History tab and then press the Issue Store Credit button 3. Enter the amount you want to remove from the customer's store credit preceded by the minus sign. For example, if the customer has a store credit of $41.35, and you want to take it to 0, you must type -41.35. Use the "Memo" field to enter a note explaining the reason you are removing the credit and press the Apply button. 4. Store credit is updated. The record will show in the table and you will receive a success confirmation on the lower left portion of the screen.The amount you deleted/removed will be shown between parentheses.

Last updated on Jul 13, 2024

Using PDF For Customers Receipts

As organizations strive for digital transformation and automation, it is critical to recognize that adopting e-solutions benefits in terms of accuracy, speed, and cost savings. ¿Why use Seamless PDF Receipts? 1-They can be easily viewed, printed, and stored electronically. 2-It can be customized with branding elements and company logos. 3-They offer a familiar format to businesses and customers, as they resemble traditional paper invoices. 4-This type of format is commonly accepted in government entities facilitating timely payment and avoiding delays. 5- It is a cost-efficient and eco-friendly process that aligns with a more sustainable lifestyle. ¿How to start using Seamless PDF Receipts on your store? This format can be available through: 1. Reprint section: Notification - Customer Receipt - After creating the invoice, we go over to the reprint section. - Type the customer name, ticket or invoice number, and select the one you’d like to print. - Click on the "notification" button, and a menu will display, select "customer receipt" and automatically send the receipt via email to the customer, so it is important to confirm the customer's email. 2. Invoice Detail: Email - When the invoice is ready, click on the "more options" button, and immediately it will display a menu. - Then select the email option and the system will automatically send the receipt to the customer's email, and redirect you to the main menu. 3. Invoice Detail: Print + auto email config This option will allow the system to send the receipt to the customer via email as soon as the order is fully detailed. This setting enables the system to automatically print the rest of the necessary documents needed to continue the process, such as tags - invoices- and so on, but always ensuring that the customer will receive his receipt via email.

Last updated on Jul 13, 2024