Apply store credit

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Store administrators can view the credit balance and history from the customer account, and also apply store credit to a purchase.

Customer credit balance and history

View the credit balance

  1. On the Admin sidebar, go to Customers > All Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. Scroll Customer View page and view the Store Credit Balance at the bottom.

Store Credit Balance

Update store credit balance

  1. On the Admin sidebar, go to Customers > Operations > All Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. In the left panel, choose Store Credit.

  5. Choose the website (storefront) that you want to associate with the balance.

  6. For Update Balance, enter the new value.

  7. To notify the customer about the balance update, select the Notify Customer by Email checkbox and choose the store view from Send Email Notification From the Following Store View.

  8. Enter a Comment about the change.

  9. When updates are complete, click Save and Continue Edit or Save Customer.

The updated balance should be displayed in Balance History.

Apply a credit balance to an order as a store administrator

As a store administrator, you can do various things on behalf of a customer, including submitting orders. When you create an order, you can apply a Store Credit balance that is due to the customer. The available balance is displayed in the Payment & Shipping Information section. Select the Use Store Credit checkbox to apply the balance, or a portion of the balance if the order total is less.

Apply the store credit balance to the order

Apply store credit during checkout

If there is a credit balance for the site, the customer can apply store credit to the order balance before placing the order on the storefront.

  1. The customer views the amount of available store credit.

    During the Review & Payments step, the available amount appears under Store Credit.

  2. To apply the amount to the order, clicks Use Store Credit.

    note info
    INFO
    The order total is recalculated and the amount of store credit that is applied appears in the Order Summary.

    Store credit balance applied to the order {width="700" modal="regular"}

  3. When ready, clicks Place Order.

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