Customers
Change a customer’s store-credit balance
Give a customer store credit or correct their balance using Adjust Credit in Customers. Enter the final balance, then review the amount being added or removed before saving.
Before you start
- Dashboard → Sales → Customers
- You need permission to view customers. Adding, editing, deactivating, and managing loyalty each require the corresponding permission for your role.
What success looks like
- The customer’s balance changes to the amount you entered, and the adjustment appears in their history. Emailing the balance is a separate action.
Quick start
The shortest path through this area.
- 1Open the customer and click Adjust Credit.
- 2Check Current Balance. In New Balance, enter the total balance the customer should have, rather than the amount you want to add or subtract.
- 3Review the displayed adjustment. For example, changing a balance from 10 to 15 adds 5 in store credit.
- 4Enter a note explaining the change if needed, then click Update Balance.
- 5Check the new balance and open Customer History to review the adjustment.
- 6To email the balance to the customer, click Email Store Credit. Wait for the confirmation that the email was sent.
Troubleshooting
Choose the symptom that matches what you see.
I added the wrong amount
Check the current balance and the adjustment in Customer History. Open Adjust Credit again and enter the correct final balance in New Balance.
The balance email was not sent
Check the customer’s saved email address and the error shown after sending. Updating a balance does not automatically send the balance email.
Continue with a related guide
Still stuck?
Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.
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