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Store Credits

Customer credit system for rewards and refunds

Updated over a month ago

Store Credits

Give your customers store credit they can spend on anything in your shop — the perfect perk for membership programs.

Store Credits Overview


What You'll Get

  • Happy members — Membership customers get credit equal to their payment each billing cycle

  • Flexible spending — Customers use credits on any product, any time

  • Automatic rewards — Credits are added automatically after each successful charge

  • Multiple redemption options — Use discount functions, gift cards, or coupons


Quick Setup

Store credits work automatically with memberships. Here's how to enable them.

Step 1: Go to Your Membership Settings

Go to SubscribfyMemberships → select your membership → VIP Settings.

Step 1: Navigate to Membership Settings

Step 2: Enable Store Credit Perk

Check the Store Credit checkbox under Perks.

Step 2: Enable Store Credit

When enabled, customers receive store credit equal to their membership price after every successful recharge.

Step 3: Choose Redemption Method

Select how customers will spend their credits:

Order Discount Function

Recommended — applies credit automatically at checkout

Gift Card

Converts credit to a Shopify gift card

Coupon Code

Deprecated — not recommended for new setups

Step 4: Save Your Settings

Click Save at the bottom of the page.

Tip: Use "Order Discount Function" for the best customer experience — credits apply automatically at checkout without extra steps.


How Store Credits Work

Earning Credits

Customers earn store credits in these ways:

Membership Recharges

Credit equal to membership price after each successful billing

Admin Adjustment

Manually added by you or your team

Churn Offers

Credit given as an incentive to stay

Imports

Bulk import credits from a spreadsheet

Spending Credits

  1. Customer shops on your store and adds items to cart

  2. At checkout, their store credit balance is shown

  3. Credit is automatically applied to reduce the order total

  4. Any remaining balance stays for future purchases

Store Credit Adjustment

You can add or subtract from the default credit amount. For example:

  • Membership price: $30/month

  • Adjustment: +$5

  • Customer receives: $35 in store credit

This lets you offer extra value without changing the membership price.


What Your Customers See

Here's the experience from your customer's perspective:

Customer store credit view

  1. After payment — They see credit added to their account

  2. In Customer Portal — They see their current balance and history

  3. At checkout — Their credit is applied automatically (or they enter a code)

  4. After purchase — Remaining credit stays for next time


Settings Explained

Store Credit Options

Go to SettingsMembership Settings → scroll to Store Credit Options

Store Credit Expiration

Credits expire after X months if not used

Store Credit Reconciliation

Unused credits convert to a gift card after X months

Note: You can only enable one — either expiration OR reconciliation, not both.

Credit Restoration Settings

Control what happens when orders are canceled or refunded:

Canceled Orders

Restore credits when an order is canceled (payment was authorized but not captured)

Full Refund Orders

Restore credits when an order is fully refunded

How it works: When you cancel or refund an order in Shopify, Subscribfy automatically detects it and restores the customer's credits if the setting is enabled. The order gets tagged so you can easily see which orders had credits restored.

Note: Credits are only restored if they were originally spent on that specific order. Partial refunds do not trigger restoration — only full refunds.

Credit Forfeit Rules

Credits can be forfeited (removed) in certain situations:

Customer Cancel

When customer cancels their membership

Support Cancel

When support cancels the membership

Chargeback

When customer disputes a charge

Payment Fail

After multiple failed payment attempts


Customization

Store Credit Banner & Popup

Show customers their credit balance with a customizable banner or popup.

Go to SubscribfyCustomizationsStore Credit Banner

Store Credit Banner Settings

Popup Settings

Configure when and how the popup appears

Banner Settings

Customize the persistent banner showing credit balance


Common Use Cases

Monthly Box Membership

The goal: Members pay $30/month and can shop anytime

  1. Create a membership at $30/month

  2. Enable Store Credit perk

  3. Set redemption to Order Discount Function

  4. Save

Members pay $30, get $30 in credit, shop whenever they want.

VIP Membership with Bonus Credit

The goal: Give VIP members extra value

  1. Go to membership VIP Settings

  2. Enable Store Credit

  3. Set Store Credit Adjustment to +$10

  4. Save

Members pay $30 but receive $40 in store credit — 33% bonus!

Credit Expiration to Encourage Usage

The goal: Motivate customers to use their credits

  1. Go to Settings → Membership Settings

  2. Find Store Credit Options

  3. Enable Store Credit Expiration

  4. Set period to 6 months

  5. Save

Credits expire after 6 months, encouraging regular shopping.


Managing Customer Credits

View Customer Balance

Go to SubscribfyCustomers → select a customer

You'll see their current store credit balance, tier, and loyalty points.

Adjust Credits Manually

  1. Go to the customer's page

  2. Click the edit icon next to Store Credit

  3. Enter the adjustment amount (positive to add, negative to remove)

  4. Add a note explaining the reason

  5. Save

View Credit History

On the customer page, scroll down to see their complete credit history including:

  • Credits earned from memberships

  • Credits spent on orders

  • Manual adjustments

  • Expirations or forfeitures


Analytics

Track store credit performance in SubscribfyAnalytics

Store Credit Overview

Total credits issued, redeemed, and outstanding

Utilization Rate

Percentage of issued credits that get spent

Credit by Period

Credits issued and redeemed over time

Use these insights to understand how customers use their credits and optimize your membership offering.


Troubleshooting

Customer didn't receive credit after payment?
Check that Store Credit perk is enabled in the membership VIP Settings. Verify the payment was successful in the subscription details.

Credit not applying at checkout?
If using Order Discount Function, ensure the checkout extension is enabled. Go to Shopify AdminSettingsCheckout to verify.

Credits showing as pending?
Credits may be held during checkout. They'll be released if the customer exits checkout without completing the order.

Customer wants credit after cancellation?
Credits are typically forfeited on cancellation. You can manually restore them from the customer page if needed.


Contact support

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