Introduction

This article will cover steps and ways to adjust customers' store credit balance.


This feature is available for Growth & Established plan users only. 

 

Purpose of Adjust Store credits

Adjust store credit allow you to issue store credits as refunds/compensation to any specific customers. 

You cannot apply any redeeming limits to Store credits.


Steps to adjust store credits for a specific customer

To adjust credits you need to follow the steps below

  1. Go to Customers from left side navigation in Flits admin

  2. Search the customer for whom you wish to adjust credits

  1. Click on the adjust balance in front of the customer’s name.
    Adjust credit popup with two options - 
    1) Loyalty & Rewards 2) Store credits

  • Select Store credit

  • Select Debit/credit depending on if you wish to deduct store credit or add store credits

  • Add the amount of credits if you wish to debit/credit

  • If you wish to add an expiry date Mark the checkbox. An input box to add number of days will appear. If you don't wish to add any expiry date you can unmark the checkbox. 

  • Please select a reason for store credit adjustment, this reason will appear on customer's store credit activity log.

  1. Once all the input fields are filled you, click ‘Apply’ to adjust credit.
    Customers' store credit balance will increase/decrease as per the credit amount you added/deducted.


You can also find this option in the customer profile. Simply click view in front of customer's name , which takes you to the customer profile. In the customer profile locate Adjust balance.


This step will help you adjust credits of individual customers. If you wish to do this for many customers at once, you can use the Bulk credit option from the Customers page. Bulk credit is available only for Established plan users. 


For any help regarding adjusting customer’s balance feel free to contact support@getflits.com.