Store Credit (Add/Remove)

Overview

Store credit lets you add (or deduct) a monetary balance on a customer, seller, or staff member profile. Credits are linked to the user’s email address and will apply automatically at checkout—both online and in-store/POS.

Use store credit to:

Reward customers or sellers
Reimburse for returns, shipping issues, or service hiccups
Resolve disputes or goodwill gestures
Recognize staff performance

Store credit is tied to the user’s **email**, so accuracy matters—especially when customers redeem credit online.

What is Store Credit?

Store credit is a stored balance a user can apply to purchases:

Applies online and in-store
Automatically reduces the order total by the available credit amount
Linked to the user’s email address

Example

If a user has $20 in store credit and makes a $75 purchase, they’ll only be charged $55.

Add Store Credit (Customer or Seller)

Step-by-step

In your dashboard, go to Customers → All Customers.
Use the search bar to find the user by name or email.
Open their profile, then click Add Credit (bottom-right corner).

Enter the credit details:
- Amount of store credit
- Reason for issuing the credit
- Personal note (included in the notification email)

Save/confirm to apply the credit.

Automatic email notification

After credit is added, the user receives an email notification showing the credit update and your note.

Use the personal note to clearly explain why the credit was issued—this helps reduce support follow-ups.

Remove or Deduct Store Credit

If credit was added by mistake (or needs adjustment), you can deduct credit from the same place.

Step-by-step

Open the user’s profile.
Click Add Credit.
In the amount field, enter a negative value to deduct.

text

-20

Example: If a customer has 100 SEK in credit and you enter -20, their balance becomes 80 SEK.

Add a reason and note as usual.
The user will be notified by email of the updated balance.

Deducting credit triggers a user notification. Make sure your reason/note is clear and appropriate.

How Customers Use Store Credit

Online store

Customers enter their email at checkout.
Any available store credit is applied automatically.

In-store / POS

When checking someone out in the app/POS, ensure they’re linked to the correct user profile using the correct email address.
The available credit will apply through their profile.

Quick Reference

Task	Where	Key Action
Add credit	Customers → All Customers → User Profile	Click Add Credit, enter a positive amount
Deduct credit	Customers → All Customers → User Profile	Click Add Credit, enter a negative amount (e.g., `-20`)
Notify user	Automatically	Email sent after add/deduct (includes your note)

Troubleshooting

Credit didn’t apply at checkout

Check the following:

The purchase is using the same email tied to the user profile.
For POS, the order is linked to the correct user profile (not a guest/incorrect email).

Need to correct an incorrect credit amount

Use Add Credit and apply a negative value to reverse or reduce the balance.