Knowledgebase: General
How do I use the Store Credit Function?

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.

Please Note
The Store Credit feature is available on Professional Plus or Higher Accounts.


Enabling the Module

To enable the Store Credit Module, proceed with the following steps:

  1. Log into your 3dcart Online Store Manager
  2. Using the left hand navigation menu, go to Modules
  3. At the top of the Modules Page, use the search bar to locate the "Store Credit" module.

If it is not already opened, click on the "+" icon next to "Store Credit" and you will be presented with the following options:

  • Enable Store Credit
    Mark this checkbox to turn on the Store Credit feature
  • Notify customers when store credit has been issued
    Marking this checkbox will automatically email your customers when a Store Credit is issued to their customer record.
  • Edit Store Credit Email
    This link will take you directly to the Store Credit email template if you would like to make changes to its wording.

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:

  1. Log into your 3dcart Online Store Manager
  2. Using the left hand navigation menu, go to Customers >Customer List
  3. Locate the customer record you would like to edit and click on their name in the list

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.

  1. Click on the "Store Credit" tab found along the top.

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).

  1. Once you are done adding the credit to their account, click Save to have it issued to the customer.

Tip
This tab in the customer's record will also show you the customer's issued credit history including when previous credit was issued as well as orders the credit was subsequently used on. You will also have the option of deleting store credit records as needed.


Issuing Credit On A Specific Order

To issue credit to the customer directly from their order:

  1. Log into your 3dcart Online Store Manager
  2. Using the left hand navigation menu, go to Orders >Manage Orders
  3. Locate the order you would like to issue credit on and click on its Invoice Number
  4. Once the order is open, click on the "Actions" button at the top right and select "Issue Store Credit"

A small popup window will appear where you can manually enter the credit amount and reference notes.

  1. Click "Save" on the Add Credit window when you're done.

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.

Tip:
For instructions on using the RMA feature, please review our RMA knowledgebase article by clicking here.


Export/Import

You also have the option of Exporting and Importing Store Credits to and from your store as needed.

Form your Online Store Manager:

  1. Go to the Customers >Customer List
  2. Once there, click on the "Export/Import" button at the top right of the page.

Your Store Credit Export and Import functions will be located at the bottom of the page.

Exporting

To Export already issued Store Credit history:

  1. Click on the + Icon next to "Store Credits" in the left-hand Export column
  2. Click on the "Export Data" button to generate the CSV Export file.

Importing

  1. On the right-hand Import column, click on the + icon next to Store Credits
  2. Use the provided "Sample File" link to download a clean and formatted CSV file for the import (see below)

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:

  • email
    The customer record's email address
  • credit
    The issued credit amount. You may also enter negative quantities for previously used store credit.

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