Add store credit manually to customer accounts for returns, goodwill, promotions, or other reasons. Credits are tracked and can be synced with Shopify.

Manual Credit Addition

To add credit manually, locate the customer (by search, email, or customer list) and use the add store credit action. Enter the amount and optional note (e.g., "Return refund", "Loyalty bonus"). The balance is updated immediately and the transaction appears in the customer's credit history.

Customer Creation

Before adding credit, the customer must exist. Create customers with name, email, phone, tags, and notes. You can sync customers with Shopify to pull in existing customers or push new ones. Store credit is tied to the customer record.

Refunds and Returns

When processing a return, you can choose store credit as the refund method. The refund amount is automatically added to the customer's balance—no manual credit step needed. This is a common way customers earn store credit.

CSV Import/Export

You can import and export customer data (including store credit balances in some workflows) via CSV. Use this for bulk customer setup or migrating data. See the store credit or customer management docs for CSV format details.

Verify amounts before adding large credits. Transaction history is permanent for audit purposes.