Applying Store Credit

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Store administrators can view the credit balance and history from the customer account, and also apply store credit to a purchase.

Customer credit balance and history

View the credit balance

  1. On the Admin sidebar, go to Customers > Operations > All Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. In the left panel, choose Store Credit.

Store Credit Balance

Update store credit balance

  1. On the Admin sidebar, go to Customers > Operations > All Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. In the left panel, choose Store Credit.

  5. Choose the website (storefront) to associate with the balance.

  6. For Update Balance, enter the new value.

  7. To notify the customer about the balance update, select the Notify Customer by Email checkbox and choose the store view from Send Email Notification From the Following Store View.

  8. Enter a Comment about the change.

  9. When updates are complete, click Save and Continue Edit or Save Customer.

The updated balance should be displayed in Balance History.

Apply a credit balance to an order as an admin

As a store administrator, you can do a number of things on behalf of a customer. This includes submitting orders. When you create an order, you can apply a Store Credit balance that is due to the customer. The available balance is displayed in the Payment & Shipping Information section. Select the Use Store Credit checkbox to apply the balance, or a portion of the balance if the order total is less.

Apply the store credit balance to the order

Apply store credit during checkout

  1. Determine the amount of available store credit.

    During the Review & Payments step, the available amount appears under Store Credit.

  2. To apply the amount to the order, click Use Store Credit.

    The order total is recalculated and the amount of store credit that is applied appears in the Order Summary.

  3. When ready, click Place Order.