Manually Edit Store Credits

Add or remove store credit from customer accounts

Merchants can manually adjust store credit balances for goodwill credits, corrections, promotions, or other business needs.

When to Edit Store Credit

Scenario	Action	Example
Service recovery	Add credit	$10 for shipping delay
Promotional bonus	Add credit	$25 welcome bonus
Correction	Add/Remove	Fix calculation error
Contest winner	Add credit	$100 prize
Fraud prevention	Remove credit	Suspicious activity
Refund alternative	Add credit	Convert refund to credit

Adding Store Credit

1

Navigate to Store Credit Tab

1. Open the customer from Customers page

2. Click on Store Credit tab

3. View current balance and history

2

Click Add Credit

Required fields:

Field	Description	Example
Amount	Credit to add	$25.00
Reason	Select from dropdown	Goodwill / Promotional / Other
Note	Additional details	"Late delivery compensation"

3

Confirm and Verify

After adding:

• ✅ Balance updates immediately

• ✅ Transaction appears in history

• ✅ Customer can use credit at checkout

Removing Store Credit

Use with caution - removing credit should be documented clearly.

Process:

1. Open customer details → Store Credit tab

2. Click Deduct Credit

3. Enter amount to remove

4. Enter mandatory reason

5. Confirm deduction

Common reasons for removal:

• Correction of erroneous credit

• Fraud investigation

• Account cleanup

• Customer request

Reason Categories

Predefined Reasons

Reason	Use For
Goodwill	Service recovery, customer satisfaction
Promotional	Campaigns, welcome bonuses
Referral	Referral program rewards
Adjustment	Corrections, reconciliation
Refund	Converting refund to credit
Other	Custom situations

Custom Notes

Always add detailed notes:

• Who authorized the credit

• Why it was issued

• Reference ticket/order numbers

Example notes:

• "Service recovery per ticket #12345 - shipping delay"

• "Q4 promotion: Holiday bonus for Gold members"

• "Correction: duplicate cashback from order #5678"

Refund to Store Credit

A special workflow for converting order refunds to store credit:

1. Open customer details

2. Click Refund to Store Credit

3. Select the order to refund

4. Choose full or partial amount

5. Credit is added with order reference

Benefits:

• Keeps money in your ecosystem

• Faster than card refund

• Customer can use immediately

Transaction History

Every credit change is logged:

Field	Description
Date/Time	Exact timestamp
Type	Adjustment, Refund, etc.
Amount	+ or - value
Balance	Running balance after
Reference	Order or note
Admin	Who made the change

Exporting History

1. Go to Store Credit tab

2. Click Export

3. Download CSV with all transactions

Useful for:

• Accounting reconciliation

• Audit compliance

• Customer service records

Best Practices

Adding Credit

✅ Do:

• Document the reason clearly

• Use appropriate reason category

• Include reference numbers

• Notify customer when appropriate

❌ Don't:

• Add credit without documentation

• Use vague reasons like "test"

• Forget to verify the update

• Over-credit accounts

Removing Credit

✅ Do:

• Double-check before removing

• Document thoroughly

• Get approval if large amount

• Consider customer notification

❌ Don't:

• Remove without clear reason

• Remove disputed credit without review

• Forget to log the action

Bulk Credit Operations

For adding credit to multiple customers:

1. Export customer list to CSV

2. Prepare list of emails and amounts

3. Contact support for bulk upload

4. Verify after processing

Use cases:

• Promotional campaigns

• Loyalty program migrations

• Mass corrections

Impact on Reports

Manual credits affect:

Report	Impact
Total Issued	Increases with additions
Outstanding Balance	Changes with any edit
Credit by Type	Categorized separately
Customer LTV	May affect calculations

Manual adjustments are tracked separately from automatic cashback for accurate reporting.