How to Add Credit to a Customer’s Account

How to Add Credit to a Customer’s Account

This process allows you to issue store credit to a customer by generating a gift card and redeeming it directly to their account.

Scenario

  1. You’d like to add credit to a customer’s account.
  2. For example, you’re running a promotion where customers who purchase a gift card over a certain amount receive additional account credit. If a customer buys a $50 gift card, you’d manually add a $10 credit to their account.
Step-by-step

Part 1: Generate a Gift Card Code for the Credit Amount

1. Go to Orders > Create New Order
2. Add a gift card to your cart for the amount of credit you’d like to issue. If needed, you can change the default amount by entering a new value in the Price Ea. field before adding it to the cart.
3. Click Add Item again. Add a Customer Service Adjustable (Non-Taxable) item for the negative amount that matches the gift card you just added.
4. Make sure the Order Total shows $0.00. Once you’ve confirmed that, enter your own billing details, including your name and email address.
5. Click Place Order. This will generate a gift card code for the credit amount you’re issuing.
6. Copy the gift card code displayed on the order confirmation screen or from the email you received upon placing the order.

Part 2: Apply the Credit to the Customer’s Account

7. Go to Users and find the user profile of the customer you want to issue credit to.
8. Within their profile, click Redeem Gift Card.

9. Paste the gift card code you generated.

10. Click Redeem Code. Once redeemed, the credit will be added to the customer’s account as a balance and will automatically apply to their next purchase.