Articles on: Customers, Membership and Promotions

Reward 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.

2. Credit setting

💡 Tips : There are 2 ways to create Reward Credit promotion tool:

2.1 : Method 1 - Popular discounts > [$10 credit for every $100 spent]

Step 1 : Go to EasyStore Admin > Promotions > All discounts > Add discount

Step 2 : In "**Popular discounts**" section > select [$10 credit for every $100 spent].

💡 Tips : Promotion tools in this "Popular discounts" section are also known as the "shortcuts" / ready templates where most of the settings are pre-set for quicker setups.

Step 3 : Insert the title of your promotion.

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

💡Tips: You may refer to the Summary on the right _ to review_ the promotion that you are creating.

Step 4 : Here, you may set how your customers will be able to get the promotion.

Step 5 : What item(s) customers spend on to get the store credit.

Step 6 : Create the Store Credit.

💡 Tips : Set max usage per order :
For example on the scenario of $10 credit for every $100 spent, if the max usage per order is set as " 2 " (times) , this means that if customer purchased with a total of $200 in a single order / checkout, thus $20 credit will be given to customer. If set as "1" (time), only $10 credit will be given even though the total spent is $200.

Step 7 : Save and Done!

💡 Tips : Once saved, you will see the created promotion in EasyStore Admin > Promotions

💡 Tips : Click into the created promotion to view the settings. Click "Edit" if you wish to make any changes / realize there is an error in the settings.

2.2 : Method 2 - Advanced setting > [based on Amount spent]

💡 For this method, you will notice that the settings are not as pre-set as Method 1 .

Step 1 : Go to EasyStore Admin > Promotions > All disocunts > Add discount

Step 2 : In Advanced setting section > select [**based on Amount spent].**

Step 3 : Insert the title of your promotion.

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

💡Tips: You may refer to the Summary on the right to review the promotion that you are creating.

Step 4 : Here, you may set how your customers will be able to get the promotion.

Step 5 : What item(s) customers spend on to get the store credit.

Step 6 : Create the Store Credit.

💡Tips : Once saved, you will see the created promotion in EasyStore Admin > Promotions

💡 Tips : Click into the created promotion to view the settings. Click "Edit" if you wish to make any changes / realize there is an error in the settings.

3. Manually add credit to customers

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

Step 2 : Go to "credit balance" > click assign credit, insert credit amount (+ or -) > Save.

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: 24/10/2023

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