Credit – Management Guide
Credit is equivalent to store liability.
When you issue credit:
You are committing future value.
Best Practices:
Section titled “Best Practices:”✔ Do not over-issue credit without tracking ✔ Keep internal notes ✔ Monitor total outstanding credit ✔ Reconcile credit against campaign plan
Common Scenarios & Handling
Section titled “Common Scenarios & Handling”🔹 Customer Wants Refund
Section titled “🔹 Customer Wants Refund”Option A: Refund cash Option B: Issue credit
Credit keeps revenue inside system.
🔹 Customer Credit Not Appearing
Section titled “🔹 Customer Credit Not Appearing”Check:
✔ Is credit payment enabled? ✔ Does customer have available balance? ✔ Is customer logged into correct account?
🔹 Need to Adjust Credit
Section titled “🔹 Need to Adjust Credit”You may manually:
✔ Add additional credit ✔ Adjust incorrect amount
Always record reason internally.
Important Notes
Section titled “Important Notes”✔ Credit is customer-specific ✔ Credit cannot be transferred ✔ Credit must be manually issued ✔ Credit is deducted only when customer applies it OR ✔ The merchant manually amends the credit balance
Important Behavior
Section titled “Important Behavior”• Credit remains in the customer account until used • Placing an order does not automatically deduct credit • Credit is deducted only at checkout when selected • Merchant can manually adjust balance if necessary