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

OverviewIssuing store credit has never been easier, it can only be done in just a few steps CreditsYard provides your customers a store credit that can be used on their next orders, they can willingly choose the amount of needed credit from their wallet and use it in the checkout process. Steps: Customer needs to login to their account on the store using email / password.Or, just using email if you are using "New" Shopify customer accounts. Customers with available store credit will be able to view their wallet widget Customer can then select the amount of credit they'd like to use, then click the 'Checkout' button Customer will be redirected to checkout page, with store credit applied to their order

  Overview When you add or deduct store credit, you can send an email notification to customers for informing them about the transaction and instructions for how to use their credit.   A) Email Templates 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.You will find all the personalization options that’ll help you with writing the email. B) Email Settings Go to Emails > Email Settings page   By default emails are sent from our domain name, However, you can use your own custom domain as the from email instead of merchantyard.com specific email address. You must be able to receive emails to that email as our email provider will send you an email to confirm, Also you can't use public domain emails, for example @gmail.com, @yahoo.com or @live.com .. etc  

  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:   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.  

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

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:

Overview You can import store credits in bulk using CSV file instead of adding them manually one-by-one from the app dashboard. Steps 1. Go to App > Customers page 2. Click on “Import Credits” button 3. Please download the sample file from the popup form and ensure that the headers in your CSV file match those in the sample file. Sample file example Notes: Either "email" or "ecommerce_id" must be provided, or both. The "credit" field can be positive to increase the current customer balance by X store credit, or negative to decrease it by X store credit. If the customer record is not found, it will be automatically created. The file must be in CSV format and contain no more than 10,000 rows per file/import.