{"title":"▶️ Offer store credit","slug":"how-to-set-up-store-credit","url":"https://support.storeconnect.com/articles/how-to-set-up-store-credit","url_markdown":"https://support.storeconnect.com/articles/how-to-set-up-store-credit.md","subtitle":null,"summary":"Issue store credit, refund credit, or gift card balances to customer accounts, enable contacts to spend credit at checkout, and track transaction history with hold and audit controls.","type":"Videos_Tutorials","video_url":"https://vimeo.com/1197572579?fl=sv\u0026fe=ci","keywords":null,"last_modified":"2026-08-21T07:12:35+0000","body_markdown":"### **1\\. Create an Account Credit**\n\n1.  Go to **StoreConnect App**.\n\n2.  In **StoreConnect Navigation**, open:\n\n    -   **Configuration** → **Payments** → **Account Credits**.\n\n3.  Click **New** to create an Account Credit.\n\n4.  Configure the Account Credit:\n\n    -   **Store** → select store it applies to.\n\n    -   **Account** → select the individual account.\n\n    -   **Name** → enter a name for the credit.\n\n    -   **Opening Balance** → enter the starting credit amount.\n\n    -   **Expiry Date** → optional; set if needed.\n\n    -   **Account Credit Type** → select type:\n\n        -   **Store Credit**\n\n        -   **Refund Credit**\n\n        -   **Return Credit**\n\n        -   **Gift Card**\n\n5.  Click **Save**.\n\n\n---\n\n### **2\\. Enable Contact to Use the Credit**\n\n1.  Go to the **Account** record.\n\n2.  Under **Account Credit**, verify the assigned credit balance.\n\n3.  Go to a **Contact** associated with the account.\n\n4.  Enable **\"Allow this contact to use Account Credit\"** → Save.\n\n\n---\n\n### **3\\. Customer Purchase Using Account Credit**\n\n1.  On the **website**, sign in as the Contact.\n\n2.  Add product(s) to cart and proceed to checkout.\n\n3.  On the **Payment step**:\n\n    -   The **Account Credits** option will appear with available balance.\n\n    -   Enter the desired amount of credit to apply (full order value or partial).\n\n4.  Complete the purchase.\n\n\n---\n\n### **4\\. View and Manage Account Credit History**\n\n### Customer View\n\n-   On their **Account Page** → **Account Credits** tab:\n\n    -   View complete history of:\n\n        -   Available balance.\n\n        -   Credits applied.\n\n        -   Deductions through orders.\n\n\n### Admin/Back-End View\n\n1.  Go to the **Account Record** → **Account Credit**:\n\n    -   See updated balance.\n\n    -   Option to **put Account Credit on Hold** (e.g. due to overdue payment).\n\n2.  In the **Order Record** → **Payments**:\n\n    -   Verify that **Account Credit** was used for payment.\n\n3.  In **Account Credits List View** → open the relevant credit:\n\n    -   View:\n\n        -   **Current balance**.\n\n        -   **Opening balance**.\n\n    -   Under **Related**, view complete **Transaction History**.\n\n\n---\n\n### **Notes**\n\n-   **Putting Credit on Hold**:\n\n    -   Temporarily pause the account’s ability to use the credit if necessary.\n\n-   **Account Credit Types** offer flexibility for different business needs (store credit, gift cards, returns, refunds).\n\n-   The system maintains a detailed **audit trail** of all credit activity."}