Overview

Store credit works as a prepaid balance tied to a customer. It can be used as full or partial payment on orders. All transactions (additions, deductions, refunds) are tracked with timestamps and notes for audit and customer support.

Dual System Architecture

SortSwift maintains store credit locally and, when Shopify integration is active, syncs with Shopify Store Credit Accounts. Balances can be batch-fetched from Shopify or pushed from SortSwift to Shopify. This keeps in-store and online credit consistent.

Customer Association

Store credit is linked to customer records (name, email, phone, tags, notes). You can create customers manually or sync with Shopify. Balance inquiries and searches help you find customers and view their credit quickly.

Key Features

• Add store credit — Manual amount for returns, goodwill, or promotions
• Deduct at checkout — Apply balance toward orders (full or partial)
• Transaction history — Per-customer log of all credit changes
• CSV import/export — Bulk customer data management
• Purge penny accounts — Clean up $0.01 or trivial balances