Giving Customers a Store Credit

Offering your customers store credit can be a great way of improving customer retention. Although offering store credit doesn’t suit every business, there are certain advantages. Store credit is commonly given:

• to reward customers for their business
• to encourage sales during certain periods
• to offer compensation for a poor experience

Store credit can be quickly added to customer accounts from the control panel by users with the appropriate permissions, without the hassle of one time coupon code or promotions.

Go to Customers › View, and locate the customer you would like to give store credit. Enter the amount of credit to be applied to the customer's account in the Store Credit column, then click Save.

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

Top menu bar example:

Account example:

When the customer goes to check out, they will be given the option to use their store credit to pay for their order, or they may save their store credit for a future purchase.

If a customer chooses to use store credit, it will be shown in the order summary on the checkout page:

If there is enough store credit available to cover the entire order, the Payment section of the checkout will be unavailable, displaying a message that payment is not required for this order:

Will the customer be notified when credit is applied?

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

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.

Can orders paid with store credit be refunded?

Store credit is not automatically returned when an order paid with store credit is manually placed in a Cancelled or Refunded status. You will want to proceed with the refund process, and select Store Credit as the refund method. This will automatically add the refunded amount to the customer's account as store credit and update the order status to Refunded or Partially Refunded.

Can I issue store credit to a customer's account in a specific currency?

Store credit currently only works with default currency. If a shopper selects a transactional currency other than the default currency, they will not be able to see or use any assigned store credit.

However, store credit can be used with any display currencies you have enabled in your store. For more information about transactional and display currencies, see Managing Currencies.

Are there other methods to award store credit?

A loyalty app can be used as an alternative to store credit.