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How to apply store credit manually on a draft order?Overview You can manually use the customer's store credit inbehave of the customer and send them the invoice checkout order directly using Shopify's draft order. Steps 1- Go to Shopify admin > Orders > Drafts 2- Click “Create Order” button. 3- Click “Browse” and choose the order products 4- Enter the customer name in the Customer search field. 5- Click “Add discount” and enter the store credit amount value 6- Set the discount reason "Store credit" (Important) 7- Click “Save”Please check this step-by-step video:
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Can customers use discounts and store credit at the same time?Can customers use discounts and store credit at the same time? Yes, that is possible in the following to cases: A) Shopify automatic discounts work with store credit, the discount gets applied to the cart by Shopify first, then customers will be able to checkout using their store credit. B) For customers to add manual discount code and use their store credit at the same time, It can be done using the integration with DiscountYard app. Customers will be able to add their discount codes to the app discount field of DiscountYard on cart, then checkout using their store credit as normal. Steps Click here to install DiscountYard app to your store Request free installation on DiscountYard app and the team will let you know once the installation is done. That is it! Now both apps will work together without further configurations. Customer will be able to add their discount codes to the cart page discount field, then checkout using store credit using the CreditsYard app widget Note: If the cart session has an automatic discount applied while you disabled the discount from Shopify, It might get applied to the credit order as disabling the discount on Shopify doesn't clear active cart sessions unless page refresh.
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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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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