Store Credit and Multi-Currency Refunds
What Is Store Credit?
Store credit is a balance in your customer's account that they can use towards future purchases in your store. You can issue store credit as a refund alternative or as a promotional reward.
To issue store credit: go to Customers, open the customer's profile, and use the Store Credit section to add a balance manually — or issue it automatically when processing a refund on an order.
Store Credit in Multi-Currency Stores
If your store sells in multiple currencies (via Markets), a customer may have paid in EUR for an order while your store's base currency is USD. When you refund that order to store credit, Cartly now records both:
- Original amount and currency — what the customer actually paid (e.g. €45.00 EUR).
- Shop-currency equivalent — the amount converted to your base currency at the time of the refund (e.g. $49.50 USD).
The customer's Store Credit balance is stored in your shop's base currency. The original payment amount is shown for transparency in the transaction history.
Viewing Store Credit History
Go to Customers → [Customer name] → Store Credit. The transaction history shows:
- Date and amount (in shop currency).
- Original amount and currency (when the credit came from a foreign-currency refund).
- Source (order refund, manual adjustment, or promotional credit).
- Running balance after each transaction.
Issuing a Refund to Store Credit
- Open the order in your admin panel.
- Click Refund.
- In the refund method dropdown, select Store Credit.
- A preview block shows the original order currency and amount, the FX equivalent in shop currency, and the resulting credit balance.
- Confirm the refund. The credit is added to the customer's account immediately.
Currency Mismatch Warning
If you manually add store credit in a currency that differs from the shop base currency, Cartly shows a warning. This is informational — the credit is still applied. The warning exists because cross-currency credits can cause accounting discrepancies and is an indication to double-check the amount and currency before confirming.
Customer Redeeming Store Credit
At checkout, customers with a store credit balance see a "Use store credit" option. The credit is applied to the order total in the shop's base currency. If the credit does not cover the full order, the customer pays the remainder with their regular payment method.