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How to add/deduct store credit from customers?

 

Overview

To maintain the cash flow and good customer experience, CreditsYard provides you the functionality to add or deduct store credit from your customers in a very easy, simple way to reduce loss of returns in revenue and increase customer retention.


Steps:-

 

Method #1:

 

  1. Go to App > Customers page

  2. Search for the customer in the search bar using their email, name or tag

  3. Click on Adjust Credit button (Or open the customer profile page)

 

  • You can now add or deduct the amount you want as shown below.

  • You can also add a reason to remind yourself or the customer what the issued store credit for.

  • CreditsYard can send your customer a notification email if you checked the “Send a notification to the customer” box.



Method #2:

From “Shopify admin” go to “Customer profile” then click "More actions" > "Issue store credit" button.

It will open the customer profile page on the app directly, where you can check customer's activity or add/duduct store credit to the customer.