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Credits Overview

Bobby Gibson avatar
Written by Bobby Gibson
Updated over 3 weeks ago

Credits allow you to assign a specific dollar value to a customer profile that can be used towards the subtotal of their next purchase. For example, if a customer received a corked bottle or missed a tasting appointment, you can offer a credit instead of refunding the dollar amount to the customer's original form of payment. Credits can be applied to a customer account individually or in bulk via spreadsheet upload.

About Credits

Credits do not expire and they cannot be "banked," so the balance will automatically be applied to the next transaction during checkout. That covers any kind of order –admin order, website order by the customer, wine club order, or allocation offering order.

NOTE: By default, credits are only applied to the order Subtotal, so applicable tax and shipping will need to be charged separately using a different form of payment.​ If you would like credits to apply to tax and shipping, please reach out to [email protected] so this can be adjusted.

To view the balance for all customer credits, go to Customers > Export and choose "Export All Customers" to download the customer data .csv file. The credit total balance is listed by the customer with a column header of 'credits'.


How to Adjust Credits

Credits can be adjusted on accounts individually or in bulk via an import. To adjust credits in bulk using an import, please contact [email protected] for assistance. To adjust credits on individual accounts:

  2. Enter the dollar amount for your credit and a relevant note to explain the situation

    1. To add value, enter a numeric value (200.00). For subtractions, you will need to enter a minus ‘-’ before the value (-200.00)

  3. Click 'Adjust' to apply or subtract the credit

How to Apply Credits to Orders

Credits are automatically applied to the customer's next order.

  1. Place an order to apply the Credit and pay for any remaining balance with an alternate form of payment.

  2. The order details and final receipt will reflect the Credits separately from the total paid by other methods

  3. Open the customer account and click 'Adjust' to view any debits or the remaining credit balance

    1. When a credit is applied to an order, you will have detailed information of the date and the order number

  4. If an order is refunded, the credits will be returned to the account automatically

Note: Credit payments will appear on the Accounting reports on the 'Customer Credit' line

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