Apply store credit
- Topics:
- Customers
- Storefront
CREATED FOR:
- Beginner
- Intermediate
- Admin
- User
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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.
View the credit balance
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On the Admin sidebar, go to Customers > All Customers.
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Find the customer in the grid.
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In the Action column, click Edit.
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Scroll Customer View page and view the Store Credit Balance at the bottom.
Update store credit balance
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On the Admin sidebar, go to Customers > Operations > All Customers.
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Find the customer in the grid.
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In the Action column, click Edit.
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In the left panel, choose Store Credit.
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Choose the website (storefront) that you want to associate with the balance.
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For Update Balance, enter the new value.
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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.
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Enter a Comment about the change.
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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 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.
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The customer views the amount of available store credit.
During the Review & Payments step, the available amount appears under Store Credit.
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To apply the amount to the order, clicks Use Store Credit.
INFO
The order total is recalculated and the amount of store credit that is applied appears in the Order Summary. -
When ready, clicks Place Order.