Issuing a STORE CREDIT in Shopify
You can issue a store credit to a Shopify customer's account instead of issuing a refund back to original payment.
How to Issue Store Credit to a Customer in Shopify
Step 1: Enable Store Credit
- Go toĀ Shopify Admin > Settings > Customer accounts.
- In theĀ Customer accountsĀ section, toggleĀ Store creditĀ to ON.
Step 2: Issue Store Credit
- Navigate toĀ Shopify Admin > Customers.
- Click on the customer profile you want to credit.
- In theĀ Store creditĀ section, clickĀ Edit.
- UnderĀ Adjustment, selectĀ Credit.
- Enter theĀ amountĀ of credit.
- (Optional) Set anĀ expiration dateĀ or chooseĀ No expiry date.
- ClickĀ Review changes, thenĀ Credit [Amount]Ā to finalize.
Customers wonāt receive an automatic notification when store credit is issued, so you may want to notify them manually.
Using Store Credit at Checkout
- Customers must beĀ logged inĀ to their account to use store credit.
- Store credit will appear as aĀ payment methodĀ during checkout.
- Only theĀ full store credit amountĀ can be applied (no partial payments).
- Store credit isĀ not compatibleĀ with draft or edited orders, and not usable on B2B channels.
Refunding to Store Credit
You can also refund orders to store credit:
- Go to the order in Shopify Admin.
- ChooseĀ RefundĀ and selectĀ Store creditĀ as the refund method.
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When to Issue Shopify Store Credit Instead of a Refund
1.Customer Preference
- Some customers may prefer store credit if they plan to shop again soon.
- It can be offered as a faster alternative to waiting for a refund to process.
2.Return Policy Limitations
- If the item isĀ non-refundableĀ (e.g., final sale or outside the refund window), store credit can be a goodwill gesture.
- Useful when the original payment method is no longer available (e.g., expired card).
3.Encouraging Future Purchases
- Store credit keeps the money within your business, increasing the chance of repeat purchases.
- Often used as part ofĀ customer retention strategies.
4.Partial Compensation
- If a customer had a poor experience but doesnāt want to return the item, store credit can be offered as aĀ partial apology.
- Can be used to compensate for delays, minor defects, or service issues.
5.Exchanges
- When a customer wants to exchange an item but the replacement is unavailable, store credit allows them to choose something else later.
6.Promotional or Loyalty Incentives
- Store credit can be issued as aĀ rewardĀ for loyalty, referrals, or special promotions.
- Helps build long-term customer relationships.
7.Fraud Prevention
- Refunds to original payment methods can be risky in cases of suspected fraud. Store credit is safer and more controlled.
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Matthew Lester (Mathew/Mateo) is an accomplished 21+ year eCommerce professional with over 9 years of experience specializing in Shopify store management, digital marketing, and design. Offers end-to-end support including SEO, UX optimization, analytics, app integration, and technical troubleshooting. Known for driving traffic and improving conversions. Also skilled in graphic design, photography, and business consulting such as how to issue a store credit in Shopify.
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