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How to give customers store credit

Add store credit to a customer's account, see how it's been earned and spent, and let customers use it on orders.

Written by George

Store credit is money on a customer's account that they can spend on future orders. Use it to say sorry for a problem, reward a loyal customer or give a refund without returning cash.

Note: To change a customer's credit, your user needs the Manage Customer Credits permission.


How to add store credit

  1. Open the customer's profile from More > Customers or Search.

  2. Select Edit, then the Billing tab.

  3. Credit shows the customer's current balance. Enter the new addition to the balance. For example, to add $10 to a balance of $100, enter 10.

  4. Select Save.


How customers use credit

When you take payment, toggle on Use Store Credit on the payment screen. The customer's available credit shows underneath. The amount used comes off their balance automatically.


How to see a customer's credit history

On the customer's profile, select Store Credit. Credit History shows the Total Credits, Total Added and Total Spent, and each time credit was added or spent, with the date and order.

For all customers, export the Credits report in More > Metrics > Export.


Other ways customers get credit


Common questions

How does a customer's credit go down?

When the customer uses it to pay for an order. You don't need to remove it yourself.

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