Enabling Store Credit Payments and Balance Display in Customer Accounts (Limited Access)

Store credit is a stored-value balance that belongs to a customer. When the Store credit feature is enabled, signed-in customers can use store credit to pay for orders at checkout. Customers using new customer accounts can also view their balances, transaction history, and amounts that are about to expire. For example, when a customer returns an item and receives a refund as store credit, they can use that balance to pay for a future order.

This guide explains how to enable or disable the Store credit feature, the conditions and deduction rules for using store credit at checkout, and how customers can view their store credit information in their customer accounts.

Turning the Store Credit Feature On or Off

The Store credit feature is turned off by default. Once enabled, eligible customers can use store credit to pay for orders at checkout. Customers using new customer accounts can also view their store credit information in their accounts.

Turning On the Store Credit Feature

To turn on the Store credit feature:

1. In your SHOPLINE Admin, go to Settings > Customer account.

2. In the Store credit card, click Turn on.

   

3. Click Update in the upper-right corner to save your settings.

Once enabled, the Store credit card displays the On status.

Turning Off the Store Credit Feature

To turn off the Store credit feature:

1. In your SHOPLINE Admin, go to Settings > Customer account.

2. In the Store credit card, click Turn off.

   

3. In the confirmation pop-up, click Turn off store credit.
4. Click Update in the upper-right corner to save your settings.

Existing balances and admin operations remain unaffected: Turning off the feature doesn't affect the following:

• Store credit is no longer displayed at checkout.
• Store credit is no longer displayed in new customer accounts.
• Custom store credit displays built using the Storefront API can no longer retrieve customers' balance data.

Existing balances and admin actions aren't affected: Turning off the feature doesn't change the following:

• Customers' existing balances and transaction history are retained.
• You can still add or deduct store credit from a customer's details page and refund amounts originally paid with store credit back to the customer's store credit balance.
• You can still view and manage store credit through the Admin API.

Using Store Credit at Checkout

When the Store credit feature is enabled, signed-in B2C customers can use store credit to pay for orders at checkout. To see and use store credit as a payment method at checkout, customers must have a store credit balance greater than 0 in the same currency as the checkout currency. If their balance doesn't cover the full order amount, they can pay the remaining amount using another payment method.

Customers checking out through a draft order can also use store credit, provided they meet the same conditions.

When an order is created, the system deducts the amount from the customer's available store credit balance, prioritizing the balance that expires soonest.

For details on the eligibility requirements, deduction order, and how insufficient balances are handled, see "Allowing Customers to Pay with Store Credit at Checkout".

Viewing Store Credit in New Customer Accounts

When the Store credit feature is enabled, customers using new customer accounts can sign in and view their store credit balances for each currency on the Profile page. They can also select a currency to view its balance details and transaction history.

Store Credit Card on the Profile Page

If a customer has store credit, the Store credit card appears on the Profile page, displaying the balance for each currency in the same order as on the customer details page in your admin.

Customers can click a currency to view its total balance, the amount expiring soon, and transaction history.

Store Credit Transaction History

When a customer clicks a balance in the Store credit card, the Store credit window opens, displaying the total balance, the amount expiring soon, and transaction history for that currency. Each transaction shows its type, date, and amount. Order-related transactions also include an order number, which customers can click to view the order details.

Viewing Store Credit That Is Expiring Soon

In the Store credit window, customers can click the Expiring soon tab to view each balance with an expiration date and its corresponding expiration date. At checkout, the system prioritizes the balance that expires soonest.

Showing Store Credit in Classic Customer Accounts

Customers using classic customer accounts can still use store credit at checkout, provided they meet the eligibility requirements. However, they can't view their store credit balances or transaction history in their classic customer accounts.

To allow customers to view their store credit information, choose one of the following options:

• Switch to new customer accounts: In your SHOPLINE Admin, go to Settings > Customer account. Click Switch to new customer accounts in the message below the Store credit card, or select New customer account under Select the client account version to link. Then click Update to save your settings.
• Build a custom display using the Storefront API: Developers can use the customer query in the Storefront API to retrieve the signed-in customer's store credit balances and transaction history, and display this information in classic customer accounts or on a custom page.

FAQs About Enabling Store Credit Payments at Checkout

Q1: Why can't a customer see store credit at checkout?

Check that all of the following conditions are met:

• The Store credit feature is enabled under Settings > Customer account.
• The customer is signed in to their account and is placing the order as a B2C customer.
• The customer has a store credit balance greater than 0 in the same currency as the checkout currency.

Q2: What happens to a customer's store credit when an order is refunded?

If the original order was paid with store credit and you choose to refund that amount to the original payment method, the refund is returned to the store credit balances originally used, with their original expiration dates retained.

You can also choose to issue the refund as store credit. In this case, a new store credit balance is added to the customer's account.

For detailed rules on each refund method, see the "Understanding How Store Credit Changes When an Order Is Refunded" section in "Allowing Customers to Pay with Store Credit at Checkout."

Q3: Does turning off the store credit feature clear customers' balances?

No. Customers' existing balances and transaction history are retained, and you can still manage store credit from the customer details page.

When the feature is turned back on, eligible customers can use store credit at checkout again. Customers using new customer accounts can also view their balances and transaction history in their accounts.

Q4: Can customers use store credit together with other payment methods?

Yes. If their store credit balance doesn't cover the full order amount, customers can pay the remaining amount using another payment method.