Magento Commerce, 1.14.x

Managing Customer Credit

The store administrator can view and edit the credit balance of a customer at any time.

Customer Store Credit
Customer Store Credit

Store Credit Balance

The first section on this page shows the current credit balance. If customer accounts are shared on the global level, this section will show the customer's balance for each website.

Store Credit Balance
Store Credit Balance

Update Balance

The second section enables you to update the balance of the customer. The Update Balance field is where the change in balance should be entered. The amount here can be positive or negative, and will add to or subtract from the existing balance, respectively.

If customer accounts are shared across multiple websites, select the scope of the balance to be updated. Additionally, there is a checkbox that enables you to send the Store Credit Update email to the customer, notifying them of the balance change. Clear the checkbox and select the Store View to determine from which store view the email will be sent.

Balance History

The third section shows the balance history, timestamp, a description of the action, and the balance change. For some actions there is additional information available, such as the order number on which store credit was applied. You can use the sort and filter controls to find records, and apply actions to any credit record in the list.

Balance History
Balance History