Store Credit & Gift Card Ledger

Overview

Store Credit is a balance associated with a customer account. Customers earn credit through refunds, promotions, or manual adjustments. They can spend it at checkout like a payment method.

Viewing a Customer's Credit Balance

1. Go to Admin → Customers and open a customer profile
2. Find the Store Credit section — it shows the current balance and a full transaction ledger (credits, debits, dates, and reasons)

Manual Credit Adjustments

You can add or subtract store credit manually:

1. Open the customer profile
2. Click Adjust Store Credit
3. Enter the amount (positive to add, negative to subtract) and an audit note
4. Save — the ledger is updated immediately

Refunding to Store Credit

When approving a return request (RMA), you can refund to store credit instead of the original payment method:

1. Go to Admin → Orders → Returns and open the return request
2. Click Approve
3. In the refund dialog, select Refund to Store Credit
4. Confirm — the credit is added to the customer's ledger instantly

Customers Using Store Credit at Checkout

On the checkout page, customers with a positive store credit balance see a Use Store Credit toggle. They can apply their full balance or a partial amount. Store credit is deducted from the order total; any remaining amount is charged to their chosen payment method.

Gift Cards

Gift cards work similarly to store credit but are issued as unique codes. Go to Admin → Discounts → Gift Cards to create and manage gift card codes. Customers redeem them at checkout in the discount code field.

Notes

• Store credit balances do not expire by default. Contact support if you need an expiry policy.
• All ledger entries are audited — you can see which admin performed each adjustment.