Store Credit

Refund to Store Credit or apply Store Credit to a Customer or Account. Store credit can then be used by Sales Reps or Customers to pay for their future orders.

When creating a Credit Memo, you have the choice to Refund Payment back to the Customer or issue a Store Credit.


Selecting Store Credit will not refund the customer's credit card. The funds will credit the Account to be used to pay future invoices by the Customer at checkout, or by the Sales Rep placing an order for the Customer.


Store Credits may be viewed in Account Edit > Store Credits


The Store Credit will appear in the Subtotal section of the Order. Customers may apply the Store Credit during Order Checkout.


Bulk Import Store Credits via CSV

Account Store Credit CSV Headers

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Add Store Credits to Accounts using the Accounts Importer.


Customer Store Credit CSV Headers.

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Add Store Credits to Customers using the Customers Importer.