The store credit tracker that keeps every balance current.
Log what you issue, log what gets redeemed, and always know exactly who is owed what. No app to install. No subscription.
Built for the shops that hand out credit every day.
Built by the owners of an independent bookstore.
My wife Annie and I spent years working at independent bookstores, and every one had its own way of keeping track of store credit. Most used notecards, but notecards pile up fast and they're easy to misfile.
When Annie opened Chapter House Books here in Fayetteville, NC, we knew we needed something more reliable. Annie built this automated spreadsheet with a simple, user-friendly interface, one that even the most technologically-challenged person can install and use. The only thing you need is a Gmail account.
We've been using it in our own store for almost a year now. It works, and it's made keeping track of our customers' store credit a lot easier.
Store credit tracking, answered
How do I track store credit with this tool?
Add a customer, then log each amount of credit you issue or they redeem. The tracker keeps a running balance for every customer automatically, so you always know who is owed what without doing the math by hand.
What is the best way to track store credit for a small business?
Notecards and memory fail the moment a customer asks for their balance. A single shared tracker that logs every credit and redemption gives you one source of truth that any staff member can check at the counter.
Can I use this to track store credit for a bookstore?
Yes. It was built with independent bookstores in mind, where trade-in and buy-back credit is constant. It works just as well for salons, consignment shops, repair counters, and any small retailer that issues store credit.
Do I need to install any software?
No. All you need is a Gmail account. There is nothing to download, no subscription, and no separate app to learn.
How is this different from a free store credit template?
Free templates make you wire up the formulas yourself and break the moment you add a row. This tool keeps customer balances current on its own and is set up to use at the counter on day one.
Stop losing track of store credit today
- Customer-by-customer credit balances
- Automatic running totals
- Total outstanding credit at a glance
- Works with any Gmail account
- Buy it once and keep it forever
Delivered ready to use with your own Gmail account.