How do I use the Store Credit Function?
The Store Credit function allows you to issue credit to your customers that will be applied to their next order automatically. This can be useful as an alternative to issuing the customer a refund on purchases or other customer service related situations. The following information will help you add and use the Store Credit function on your store.
Enabling the Module
To enable the Store Credit Module, proceed with the following steps:
If it is not already opened, click on the "+" icon next to "Store Credit" and you will be presented with the following options:
Issuing Store Credit
There are three methods you can use to issue store credit to your customer depending on the specific situation for which credit is being applied.
Issuing Credit Directly on the Customer Record
If you would like to apply the store credit directly to the customer's record:
This will open up the customer record and place you in their general information tab. Located along the top you will see a series of tabs.
From here, you can enter a credit amount to the customer as well as a reference for the credit record (Note that the customer will be able to see the reference note).
Issuing Credit On A Specific Order
To issue credit to the customer directly from their order:
A small popup window will appear where you can manually enter the credit amount and reference notes.
The Customer's record will now contain the newly issued credit amount.
Issuing Credit from an RMA
The third way of issuing store credit is during the processing of an RMA ticket. When you select and mark the RMA as closed, a small sub-section will appear directly in the RMA allowing you to issue the Store Credit accordingly.
You also have the option of Exporting and Importing Store Credits to and from your store as needed.
Form your Online Store Manager:
Your Store Credit Export and Import functions will be located at the bottom of the page.
To Export already issued Store Credit history:
Once your CSV file is populated, use the "Browse" button to locate it on your desktop, then click on the "Import Data" button to import it to the store's database.
The Import CSV file will contain the following columns: