How to Manually Add Credit to a Customer’s Account
Scenario
- You’d like to add credit to a customer’s account.
- 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.
You can issue account credit to a customer by generating and redeeming a gift card on their behalf.
Steps
1. Go to Orders > Create New Order and add a gift card to your cart for the desired credit amount.
2. Enter your own billing information (your name and email).
3. Choose Cash/Check/Other as the payment method.
4. Place the order to generate a gift card code.
5. Copy the gift card code displayed on the confirmation screen or from the email you receive.
6. Go to Users and open the customer’s profile of who you'd like to issue credit to.
7. Click Redeem Gift Card.
8. Paste the gift card code you generated earlier.
9. Once redeemed, the credit will be added to the customer’s account and will automatically apply to their next purchase.
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