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Issue store credit

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What does this do for me?

Store credit lets you credit a customer’s account directly from the register instead of a back-office workaround. Store credit is a Professional plan capability.

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1. Open the form

  1. On the POS Smart Grid, select the Store credit tile. Its subheading reads Issue credit when it is available.
  2. You can also open the same form from a customer’s action menu, which pre-fills the customer.

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2. Choose the customer

  1. Under Customer, enter the Customer ID.
  2. You can paste a Shopify global ID.

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3. Set the amount

  1. Under Credit amount, enter the Amount. It must be greater than 0.
  2. Check the Currency. It must be a three-letter code such as USD; the field uppercases your entry.
  3. Under Details, optionally add a Note explaining the credit.
  4. Select Issue store credit.

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4. Result

A success banner shows the issued amount, its currency, and the customer’s new balance. Every issuance writes a STORE_CREDIT event to the audit log. The request is idempotent, so a network retry does not double-credit the customer. Next: Review the audit log. Pcnaid Documentation › Shopify Ecosystem › POS True Retail Operations Suite › Merchant