How to add Store Credit
Add store credit to a customer or seller’s profile to reward, reimburse, or resolve issues. Credits are linked to their email and apply automatically at checkout—online or in-store.
Store credit is a versatile tool to offer value and maintain goodwill with your customers, sellers, or staff. It can be used in a variety of scenarios—whether as a complementary gift, a reimbursement, a gesture of goodwill after a hiccup, or even as a reward for an employee’s stellar performance.
What is Store Credit?
Store credit allows a user (customer, seller, or staff member) to use a monetary balance when making a purchase, both online and in-store. The credit is linked to their email address and automatically applies at checkout—reducing the total by the available credit amount.
Example: If someone has $20 in store credit and makes a $75 purchase, they’ll only be charged $55.
How to give a Customer or Seller Store Credit
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Go to Customers > All Customers in your dashboard.
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Find the User: Use the search bar to locate the customer by name or email.
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Add Credit: In the bottom right corner of the customer profile, click Add Credit.
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Enter Credit Details
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Enter:
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Amount of store credit.
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Reason for the credit.
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A personal note (this will be included in the notification email).
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Automatic Email Notification
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The user will receive an email notifying them of the store credit, including your note.
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How Customers Use Store Credit
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Online Store: They simply enter their email at checkout. The system will apply available credit automatically.
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In-Store / POS: When checking them out via the app or POS, ensure they are linked to their user profile with the correct email address.
Store credit is securely tied to their user profile and email, making it seamless to redeem whether shopping online or in person.