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