Getting Started

Issuing refunds is an unavoidable part of running an e-commerce business - CreditsYard app allows you to issue store credit which is a specific amount of credit that a customer can use to buy items from your store. The store credit can be used to process returns, refunds, exchanges or even to reward customers to be spent on new orders. Please check this step-by-step video: Let’s assume that a customer purchased a t-shirt from your store, then they decided to return or exchange it. Instead of refunding the customer back to their credit card, you can keep the cash in store and issue store credit to the customer that they can use on other purchases on the store. Click here for how you can add store credit to your customers

  Overview To maintain the cash flow and good customer experience, CreditsYard provides you the opportunity 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. This store credit can be used on other purchases once customers login to their customer account on the store or on POS. Steps:-   Method #1:   Go to App > Customers page Search for the customer in the search bar using their email, name or tag 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.  

OverviewIssuing store credit has never been easier, it can only be done in just a few steps, keep in mind that giving store credit may encourage customers to spend more than they would.CreditsYard provides your customers a  that can be used on their orders. They can willingly choose the amount of needed credit from their Store Credit and use it in the checkout process. Steps: Login to your store as a customer (using email and password). Add one or more products to the cart. Click on Store Credit widget. Choose how much credit you want to use. Click Checkout. Store Credit will be applied to your order.

Overview When you add or deduct store credit from your customers’ widgets, you can send an email email notification to them for informing them about the transaction and instructions for how to use their credit.     Steps 1- Go to App > Emails page. 2- Customize how customers will receive an email to get notified when you add store credit, deduct store credit and cashback earned. You can add custom instructions or messages to your customers.For example:You will find all the personalization options that’ll help you with writing the email. 3- If you want to customize how your company information is displayed within your emails and the reply-to email, click Email Settings    

Overview This guides shows you how to issue store credit to refund an order Steps 1- Go to Shopify admin > Orders2- Choose the order you would like to refund3- Click “More actions” > Store Credit Refund 4- Choose the products and write the refund reason5- Click SubmitPlease check this step-by-step video: Note: You can manually adjust the refund amount by clicking on the refund total from the form right side

Restrictions 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"; </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

Overview You can import store credits in bulk using CSV file instead of adding them manually one-by-one. Steps Go to App > Customers page Click on “Bulk Adjust Balance” button Download the sample file and make sure your CSV file matches the sample file headers