Credit
- 29 Mar 2023
- 2 Minutes to read
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Credit
- Updated on 29 Mar 2023
- 2 Minutes to read
- Print
- DarkLight
- PDF
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More information on managing credits on a customer's account, including the ability to manually add or subtract funds, can be found in the Manage Credits Documentation.
The Credit product type allows you to "sell" funds that will be saved on the customer's account for use on orders. An example would be using the credit product to take deposits for weddings and other events you may offer.
Credits can also be manually added to a customer's account without being "sold" in an order using the Credit product type. This allows you to add a credit to a customer's account to help resolve a customer service issue or give a customer some free funds for future orders.
FAQs: Review frequently asked questions regarding Credit products.
How To Create A Credit Product
1. In the Admin Panel, navigate to Store > Products > Products.
2. Click [+] Add a Product.
3. From the Product Type drop-down menu, select Credit.
4. Enter the Retail Price for your Credit. The dollar value charged for the product will be the same amount in credits that will be added to the customer's account. Even if you adjust the credit price (i.e., $100 - $75), only the value charged will be added to the customer's account.
5. Click Save.
Using A Credit
A customer can use credits on Admin Panel and Website (Optional Setting).
Admin Panel
When placing an admin panel order, you will select Credit under the Payment By drop-down on the Payment tab of the order. The credit payment type will only appear if the customer has a credit saved on file to their account. The remaining credit balance the customer has left on file will appear next to the Credit payment type, letting you know how much the customer can pay using the Credit.
Click Next to apply the value of the Credit towards the order. If any funds remain on the order, you will have to select another payment method to pay for the remainder.
Point Of Sale (POS)
NOT AVAILABLE
Website
A customer with a credit on file must log in before checking out, either before adding items to their cart or on the Billing & Shipping page during checkout. Once logged in, the customer will see the available credits that they have on file.
The credit value will be applied to the order by clicking the Apply button. If any funds remain on the order, the customer will have to select another payment method to pay for the remainder.
Credit Product FAQs
Can I sell a Credit at a discounted price, either manually or with a promo?
No. Promos and additional discounts cannot be applied to a Credit SKU. You can override the price of a credit, however the value that is added will only be the discounted prices, i.e. you cannot sell a credit with the value of $50 for $25.
Credits are designed to be money set aside on a customer's account for future use on orders.
Can Credits use inventory?
No. Unlike other product types, credits do not have settings for inventory, shipping, promo exclusion, and other advanced settings. Credits are designed to charge the customer a specified dollar amount, which is then converted into credits that appear on a customer's account.
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