Giving Customers a Store Credit

Offering your customers store credit can be a great way of improving customer retention. Store credit can be issued right from the control panel to customers who’ve created an account. Although offering store credit doesn’t suit every business, there are certainly advantages. Store credit can be given:
  • to reward customers for their business
  • to encourage sales during certain periods
  • to offer compensation for a poor experience

Giving Customers Store Credit

1. Go to CustomersView, and locate the customer you'd like to give store credit.

2. Enter the amount of credit to be applied to the customer's account in the Store Credit column, then click Save.

Store Credit in the View Customers screen

 

Will the customer be notified? Applying credit to a customer's account does not automatically notify them that they have received the credit.

Paying with Store Credit

To apply store credit to an order when checking out, a customer must first log in to their account. Depending on your theme, once logged in, they will see their available store credit listed in the top menu bar of your homepage or when logged into their account.

Top menu bar example:

Store credit shown in the top menu bar

Account example:

Store credit shown in the account menu

 

Can store credit be used with manual orders? Store credit cannot be applied when creating manual orders in the control panel. If necessary, you may apply a discount to the order, then manually update the customer's store credit amount after processing the order.

When that customer then goes to check out, they will be given the option to use their store credit to pay for their order or to use an alternative payment method and save the store credit for a future purchase.

Store credit checkout option

Checkout showing store credit being used:

Checkout showing store credit being used

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