1. Create an Account Credit
Go to StoreConnect App.
In StoreConnect Navigation, open:
- Configuration → Payments → Account Credits.
Click New to create an Account Credit.
Configure the Account Credit:
Store → select store it applies to.
Account → select the individual account.
Name → enter a name for the credit.
Opening Balance → enter the starting credit amount.
Expiry Date → optional; set if needed.
Account Credit Type → select type:
Store Credit
Refund Credit
Return Credit
Gift Card
Click Save.
2. Enable Contact to Use the Credit
Go to the Account record.
Under Account Credit, verify the assigned credit balance.
Go to a Contact associated with the account.
Enable "Allow this contact to use Account Credit" → Save.
3. Customer Purchase Using Account Credit
On the website, sign in as the Contact.
Add product(s) to cart and proceed to checkout.
On the Payment step:
The Account Credits option will appear with available balance.
Enter the desired amount of credit to apply (full order value or partial).
Complete the purchase.
4. View and Manage Account Credit History
Customer View
On their Account Page → Account Credits tab:
View complete history of:
Available balance.
Credits applied.
Deductions through orders.
Admin/Back-End View
Go to the Account Record → Account Credit:
See updated balance.
Option to put Account Credit on Hold (e.g. due to overdue payment).
In the Order Record → Payments:
- Verify that Account Credit was used for payment.
In Account Credits List View → open the relevant credit:
View:
Current balance.
Opening balance.
Under Related, view complete Transaction History.
Notes
Putting Credit on Hold:
- Temporarily pause the account’s ability to use the credit if necessary.
Account Credit Types offer flexibility for different business needs (store credit, gift cards, returns, refunds).
The system maintains a detailed audit trail of all credit activity.