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A store credit is money your store owes a customer. Spread across many customers, credits are easy to lose track of: without a place to see them together, answering “how much do we owe in total” means opening every customer in turn. Loyalty → Store Credits shows every credit in your store on one page, with the outstanding balance summarised above it. You can also issue a new credit to any customer from here with Issue store credit - see Issue Store Credits.

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Read the Outstanding Balance

Above the table sits one card per currency you have issued credit in. Each card shows three figures:
  • Outstanding - what is still owed. This is the number that belongs on your books as a liability.
  • Issued - everything ever put on a credit in that currency.
  • Used - how much of it customers have already spent.
The cards follow whatever filter is active. With no filter they answer “what does the store owe”; filter by a customer and the same cards answer “what does this customer hold”. The table can be narrowed by: The search box matches the memo, which is the free-text reason written when a credit is issued or by the workflow that created it.

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Understand Where a Credit Came From

The Origin column names what created the credit:
  • Gift card - a customer redeemed a gift card and the balance moved onto their account.
  • Return, Exchange, Claim - a post-sale process refunded to credit rather than to the original payment method.
  • Issued by hand - a staff member created it directly, usually as compensation or a goodwill gesture. The memo says why.

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Open a Credit

Click any row to see the credit’s full details and its ledger - every movement of the balance since it was issued, newest first. A credit is allocated when created, authorised when a customer starts a checkout with it, captured when that order is paid, and voided or credited back if the order is cancelled.

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Edit or Delete a Credit

Use Edit to change a credit’s amount or memo, or Delete to remove it. Both are in the menu at the end of each row and at the bottom of the credit’s panel. Open customer profile takes you to the customer who holds the credit, where the same actions are available. See Issue Store Credits.
A credit that has been partly or fully used cannot have its amount changed or be deleted, because the money has already been spent against an order.