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How to export customer/transactions from CreditsYard?Overview Export your customers balance or your customers transactions history to CSV file Steps1- Go to App > Customers page2- Click Export button3- Choose whether you want to export the customers balance or a list of all transactions.
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Restrictions, shipping and tax settingsRestrictions Limit the usage of store credit to specific collections and set a minimum/maximum credit threshold that can be used at a time as well as the minimum order purchase amount. If you want to have different threshold for different customers, then you can set the custom maximim credit threshold dynamically by adding this snippet to your theme.liquid file: {% if customer.tags contains "member" %} <script> window.custom_maximum_credit_usage = 5; // amount window.custom_maximum_credit_usage_text = "$5"; window.custom_minimum_order_purchase_amount = 50; // amount window.custom_free_shipping_threshold_value = 100; // amount </script> {% endif %} Shipping SettingsYou can set the amount of the allowed store credit that will cover the shipping cost if customer has excess store credit - It can be fixed amount only, It is not related to your shipping rules/methods on Shopify. Tax SettingsYou can charge or deduct tax from the store credit that your customer uses i.e. 10%Note: Taxes and Shipping settings allow fixed amounts only, not related to customers location or order Credit expirationCredits expiration resets customer's credit balance to zero after a certain period of inactivity - It doesn't expire one transaction only as they are not individual rewards, but they are transactions that are summed up to a credit balance. You can use "{maximum-usage}" tag in the widget settings, It renders the maximum credit usage setting i.e. 10% or $10
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Checkout Extension Setup Guide (Shopify Plus Only)⚠️ ImportantThe CreditsYard checkout extension works only on Shopify Plus stores because Shopify does not allow checkout modifications for non-Plus plans. What This Extension Does Allows customers to apply their available credits from the checkout page Removes the need to redirect customers to their account page Supports automatic deduction using the native Shopify Discounts field Improves conversion by making credit redemption faster and seamless How It Appears on Checkout 📌 Screenshot of extension on checkout Optional Setting: Apply Credits Without Redirect This option lets CreditsYard use the Shopify Discounts field so customers redeem credits without being sent back to their account page. 📌 Screenshot of custom setting from checkout extension settings Installation Steps 1. Open Shopify Admin Go to: Online Store → Themes → Customize 2. Open the Checkout Editor Because this is a Shopify Plus store, you will see Checkout & Accounts: Settings → Checkout → Customize checkout 3. Add the CreditsYard App Block In the checkout customization screen Click Add app block Select CreditsYard extension: Place it inside the checkout layout 4. Save & Publish Testing the Feature Customer must have credits available Add any product to cart Go to checkout The CreditsYard block will show current balance Click Apply Credits The credits appears instantly in checkout summary 🎉 You're all set! Your customers can now redeem their store credits directly at checkout.
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Custom APIOverviewThe custom API provide a great scalability and flexibility, they allow you to issue store credit to your customers, update customer information, get customer balance and more. Steps1- Go to App.2- Click the Plus (+) icon beside your profile at the top right corner of the page.3- Click “Custom API” to get your API credentials 4- Click here to view the API documenation