Credit – Management Guide

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Credit is a commitment you make to a customer — when you issue credit, you are promising future value from your store. Manage it carefully.

Tip

• Do not issue credit without tracking it.
• Keep internal notes explaining why each credit was issued.
• Monitor your total outstanding credit balance regularly.
• Reconcile credit issued against your campaign plan.

Common Scenarios

Customer wants a refund

You have two options:

• Option A: Refund cash to the customer.
• Option B: Issue credit instead.

Issuing credit keeps the revenue inside your store and encourages the customer to return.

Customer’s credit is not appearing at checkout

Check the following:

1. Confirm that credit payment is enabled in Settings.
2. Confirm the customer has an available credit balance.
3. Confirm the customer is logged into the correct account.

You need to adjust a credit amount

You can manually add credit or correct an incorrect balance at any time through the customer’s profile. Always record the reason internally when you make an adjustment.

How Credit Behaves

Note

• Credit is tied to the individual customer — it cannot be transferred to another account.
• Credit is not given automatically. You must issue it manually.
• Placing an order does not deduct credit. Credit is only deducted when the customer chooses to apply it at checkout.
• You can manually adjust a customer’s credit balance at any time if needed.
• Credit remains in the customer’s account until they use it. There is no automatic expiry unless you manually remove it.

See also:

• Credit — Overview & How It Works
• Credit — Setup
• Advanced Campaign Combination Guide