Store Credits

Store credits are credits which can be issued to a customer which are deducted from the cart total when the customer checks out. These can be used as follows:

• For promotional or customer service purposes, grant a dollar off discount to an individual customer without need to use a priority code.
• To grant credit to a customer when refunding rather than refunding the customer's money.

To grant a store credit to a customer for promotional or customer service purposes, simply search on the customer and click the Add Stored Credit link on the Store Credits section of the page (note that you must have Issue Store Credit permission to do this). To offer a customer store credit in place of a refund when refunding an invoice, simply check the "Convert refund amount into store credit" checkbox while performing the refund.

When adding/editing a store credit, the following options are available:

• Amount: The amount of the store credit.
• Reason: The reason for issuing the store credit.
• Expiration Date: The date on which the store credit expires. Note that the value allowed in this field may be restricted to a maximum number of days in the future if the Maximum Store Credit Expiration Days field is set in the Author Advanced Options.

During checkout, store credits work as follows:

• Once the user logs in, the cart will look for any store credits granted to the customer. If any are found, the cart total will be discounted by the store credit total.
• If the store credit total exceeds the cart total, the cart will be discounted to $0.
• During order processing, any stored credits used will be linked to the newly created invoice, making them unusable in the future. If the store credit amount exceeds the total amount, the store credit record which causing things to exceed the cart amount will be split. The existing store credit amount will be updated to match the amount used to reach $0 on the order and associated with the invoice, and a new store credit will be issued in the amount of the difference.