# ▶️ Offer store credit

Source: https://support.storeconnect.com/articles/how-to-set-up-store-credit · Last modified 21 August 2026

Video: https://vimeo.com/1197572579?fl=sv&fe=ci

### **1\. Create an Account Credit**

1.  Go to **StoreConnect App**.

2.  In **StoreConnect Navigation**, open:

    -   **Configuration** → **Payments** → **Account Credits**.

3.  Click **New** to create an Account Credit.

4.  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**

5.  Click **Save**.


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### **2\. Enable Contact to Use the Credit**

1.  Go to the **Account** record.

2.  Under **Account Credit**, verify the assigned credit balance.

3.  Go to a **Contact** associated with the account.

4.  Enable **"Allow this contact to use Account Credit"** → Save.


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### **3\. Customer Purchase Using Account Credit**

1.  On the **website**, sign in as the Contact.

2.  Add product(s) to cart and proceed to checkout.

3.  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).

4.  Complete the purchase.


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### **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

1.  Go to the **Account Record** → **Account Credit**:

    -   See updated balance.

    -   Option to **put Account Credit on Hold** (e.g. due to overdue payment).

2.  In the **Order Record** → **Payments**:

    -   Verify that **Account Credit** was used for payment.

3.  In **Account Credits List View** → open the relevant credit:

    -   View:

        -   **Current balance**.

        -   **Opening balance**.

    -   Under **Related**, view complete **Transaction History**.


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### **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.

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StoreConnect Support — https://support.storeconnect.com/articles/how-to-set-up-store-credit