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Issue Store Credit

One dialog both gives credit and takes it back, through an Adjustment field set to Credit or Debit. The currency is a full list rather than your store's own, so the wrong choice quietly starts a second balance instead of changing the one the customer has, and the Notify customer box is ticked while the emails behind it are not available yet.

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One dialog does all of it: giving a customer credit, and taking it away again. This article walks that dialog field by field.

It is not the toggle in Settings. Settings > Customer accounts has a Store credit row, but it holds one store-wide switch and no amount, so nothing there gives anyone credit. Everything here happens on a customer's own record. Store Credit covers what store credit is for and how it relates to that setting.

Before you begin

  • Your role includes Manage store credit.
  • You know the amount and which currency it is in, since a customer can hold a balance in more than one.
  • Go to Customers and open the customer.

Finding the control

The Store credit card on a customer's record, holding the balances $677.00 and CA$787.00 and continuing below a divider into the Tags section. (1) the small control at the card's top right, which is the only way into the dialog and carries no visible label (opens full size)

The route is Customers, then the customer, then down their record.

The card is in the main column below Draft orders, and it shares a card with Tags, so the heading sits above a tag selector rather than alone. Its only control is the small pencil at the top right (1), which carries no visible words and is labelled Adjust for a screen reader, so scanning the page for a button with a name on it will not find it.

How you open it What it is called
The pencil at the top right of the Store credit card Adjust store credit if they already have a balance, Issue store credit if they have none
More actions, then Issue store credit The same dialog, under the same two names

On a customer who already has a balance the dialog opens with a Current balance line at the top and its confirming button reads Adjust credit. On a customer with none, neither of those is there and the button reads Issue credit.

The fields

The Adjust store credit dialog. A Current balance row reads $677.00 USD. Below it three controls sit side by side: Adjustment set to Credit, Currency set to US Dollar (USD $), and a required Amount field showing 0.00 with USD beside it. Under a divider, Expiration date offers a control reading Doesn't expire, followed by the line Store credit expiration laws can vary by country, and a ticked Notify customer box. Cancel and Adjust credit sit at the foot (opens full size)

Field What it does
Current balance What they hold in that currency now, so you can see what you are starting from. Absent on a customer with no balance
Adjustment Credit adds to the balance, Debit takes away from it. This is the field people miss
Currency A full list rather than your store's currency alone. Whatever you pick becomes the balance that moves
Amount Required, and shown with the currency beside it so you can see which balance you are changing
Expiration date Reads Doesn't expire unless you set one, over the store's own note that expiration laws can vary by country
Notify customer Ticked, with a line underneath saying customer notification emails are not available yet

Currency is the field to slow down on. A customer can hold a balance in more than one currency at once, and this field decides which one moves. Picking the wrong one does not fail and does not warn you: it starts a second balance, in a currency the customer may have no way to spend.

Notify customer is ticked and sends nothing. The dialog says so itself. If the customer needs to know they have credit, tell them.

Steps

1. Open the dialog

On the customer's record, use the pencil at the top right of the Store credit card, or More actions, then Issue store credit. Both open the same thing.

Read the Current balance line first if there is one. The amount you are about to type is a change rather than a new total, so the figure in that line is what you are starting from.

2. Choose credit or debit

Set Adjustment. Credit is the default and adds to what they have. Debit takes it away.

There is no other way to reduce a balance, which makes this the field to check before anything else: a mistaken credit is corrected by debiting the same amount, not by editing the entry you made.

3. Set the currency and the amount

Pick the Currency, then type the Amount. The currency shown beside the amount field follows what you choose, and that is the check that you are moving the balance you meant rather than opening a new one.

The amount is required, so the dialog has nothing to confirm until it is filled in.

4. Decide about expiry, then confirm

Leave Doesn't expire unless you have a reason not to. The dialog warns that expiration laws vary by country, which is a hint to check your own before you set a date rather than after.

Then take Adjust credit, or Issue credit on a customer who had no balance. Cancel leaves the balance exactly as it was.

The card behind the dialog is where the result shows: the balance for that currency, and a second balance under it if the currency you chose was not the one they already held. The customer's timeline records the change with its amount, and that entry is the only history the balance has.

If something goes wrong

  • Nothing happens when you confirm. Check Amount. It is the only field the dialog marks as required.
  • A second balance appeared. The currency chosen was not the one the customer already held. Debit the new one back to nothing in that same currency, then credit the right one.
  • You cannot find the card. It is in the main column below Draft orders, sharing a card with Tags, and its control is a pencil rather than a labelled button.
  • Issue store credit is missing from More actions. Your role may lack Manage store credit.

Next steps

Still stuck?

More in Customers

  • Customer Segments

    A segment is a saved question about your customers rather than a saved list, so its members change as they do. Tanqory gives you two ways to write that question, a query builder and a form of Field, Operator and Value filters, and this article covers both, plus the panel that starts closed, the AI Refine field and what to do when it answers with nothing, the forty-nine fields you can filter on, and everything the row menu lets you do to a segment afterwards.

  • Adding a Customer

    Creating a customer record by hand, from the Add Customer button to the saved record. Three fields are required and everything else can wait, the three marketing consents start unticked and are a record of what the customer agreed to rather than a way to opt them in, and the Save bar is on the form from the moment it opens.

  • Search the Customer List

    Finding one customer and finding a group are different jobs with different tools. The search box matches name, email and phone and nothing else, it searches inside the tab you are standing on rather than the whole store, and the thing people most often type into it, a tag, comes back as No customers found rather than as an error.

  • Customer Tags

    A tag gives a group of customers a name so it is already assembled when you need it. This article covers where tags are set, one record at a time or in bulk from the list, what a tag is actually good for once it exists, and the one thing it will not do, which is answer the search box.

All 49 articles in Customers

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