Credit - Reward store credit to customers

1. About Credit

The credit feature allows you to reward your customers with credit, and refund your customers with a credit instead of cash. Your customers can spend the collected credit during their next purchase.

This credit feature is available in the plan below:

Plus (old plan)
Premium (old plan)
Standard
Business

2. Credit setting

Step 1 : Go to EasyStore Admin > Promotions > Add promotion > scroll down to the bottom and select your preferred credit tool.

Step 2 : Enter your promotion title (it will not show to customers) > Enter storefront display title (it will display to customers on cart page)

💡 Tips : Credit promotion title will only appear on the shopping cart if the credit promotion is applicable with voucher code.

Step 3 : Select your credit option:

By percentage - gives X% of total order amount as credit.

By fixed amount - gives $X credit for every $Y spent

Fixed amount per order - gives $X credit for each order

Step 4 : Select total spent amount calculation method.

Step 5 : Select conditions to be entitled for credit.

Step 6 : Set active dates (Optional if you want the credit promotion to have a time limit)

Step 7 : Apply extra condition (Optional)

💡 Tips :

Voucher code : Required to be entered during checkout

Target customers: Promotion applies to Public/ Logged-in members/ Selected customer groups

Store usage limit: Total number of usage for this promotion

Each customer usage limit: Usage limit per customer for this promotion

Step 8 : Done

3. Manually add credit to customers

Step 1 : EasyStore Admin > Customers > Click into customer who you want to give credit.

Step 2 : Click on '**Edit profile**' > under column '**Credit**', insert credit amount > Save.

Step 3 : Done.

4. How customers use their credit

Step 1 : Customers can check on their credit balance in My Account page.

Step 2 : And they will be able to apply for their credit at the checkout 'Payment method' page.

Step 3 : Once applied, the credit balance will be deducted from the order total amount.

Step 4 : Credit redeemed will be shown in order details.

5. Customers' credit log history

Click on Customers > Click on the Customer's Name > Click on the Credit Balance amount and you shall be able to view your customers' credit log history.

You are able to view from:

The date of the order that has been placed

How many credits they earn from the order (IN)

How many credits that they have used for an order (OUT)

The remaining balance of their credits (BALANCE)

6. How to refund by credits?

Step 1 : Go to Orders and click on the order that you wish to refund. You can refund an order by clicking on the Refund button in the order.

Step 2 : When you refund an order, the system will ask you:

To fill in Reason, Amount & Type of refund ( you can refund Credit )

If you would like to Notify customer by email ( you can see the email template in Admin > Settings > Templates > Order Refund Email )

If you would like to Restock ( add back ) the item quantity into inventory, only applicable to products that let "EasyStore tracks inventory of this product". If checked, the order Fulfillment status will turn Restocked after cancellation

The restock quantity

Step 3 : This payment status is irreversible from your admin panel.

Step 4 : Click on the Customers Details > Click on the Credit Balance amount and you should be able to see the credit has been refunded successfully in the credit log history.

Kindly refer to the GIF below for further reference:

Updated on: 25/09/2022

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