Store Credit

Extension features

Here's what Store Credit can do out-of-the-box:

  • Add or subtract store credits to/from customer accounts
  • Get automatic refunds to go directly to the store credit
  • Get access to full transaction history
  • Allow customers to pay with their store credits

NOTE

All Aitoc extensions can be customized to fit particular business needs. If you have questions about any customization, please drop a message at support@aitoc.com

Installation

To install the extension to your Magento 2 store, please follow these steps:

  • Unzip and paste the extension file into your root Magento folder.
  • Connect to your server by SSH.
  • Go to your Magento root folder.
  • To install the extension, perform this command:
php bin/magento setup:upgrade
  • Reset JavaScript cache by removing all folders in pub/static:
_requirejs; adminhtml; frontend.
  • To switch the extension on/off, perform these commands:
php bin/magento module:enable Aitoc_StoreCredit
php bin/magento module:disable Aitoc_StoreCredit

You can activate/deactivate several Aitoc extensions at once by specifying their names separated by space in the command.

NOTE

To install the extension via composer please read this guide.

Initial setup

Go to STORES → CONFIGURATION → AITOC EXTENSIONS → STORE CREDIT to configure global settings.

Here you set the message that appears in the shopping cart and shows available store credits to the customer.

Managing store credit

Go to CUSTOMERS → ALL CUSTOMERS to see the full list of all customers and their credits. Edit customer to manage his / her credit balance.

To add more credits, enter a positive value to the field "Balance Change". To subtract credits, enter a negative value to said field (put "-"). Click the "Update Balance" button.

You can leave comments to each balance update for further reference if needed. All credit update history for this particular customer is available on the same tab.

NOTE

You may also enter a value with a decimal number but it will be rounded down to the lower value. For example, $386.86 will be $386 once you check on the customer details.

Go to SALES → ORDERS tab to see all orders with low / zero Grand total. If you notice something like that - it means this order has been paid with store credits. You can check that by opening the order and seeing the Order Totals section.

NOTE

You can use store credit to pay for the orders that you manually create for the customers in the admin panel. If you indicate a value larger than the store credit balance, an error message will appear "Store credit balance is not sufficient".

Refund with Store Credit

To refund with store credits instead of refund transactions, go to Orders and choose the order which needs a refund. Create a credit memo and select "Refund with Store credit" option.

You can choose to indicate the whole amount or a portion of the refund total to the customer’s store credit balance. Click on the Refund Offline button to complete the Refund request.

Transactions tab

Go to MARKETING → AITOC STORE CREDIT → TRANSACTIONS tab to see all store transactions where store credit is involved.

Custom and system comments can be found in the Comment column. System comments that appear here:

  • Spent with order #xxxxxxx - Default comment for store credit transactions used to pay for new orders
  • Refund for order #xxxxxxx - Default comment for refunds to store credit balance
  • Purchased with order #xxxxxx - Default comment for adding a value to store credit balance through store credit product purchases

Customers see an identical table in their profile in "My Store Credit" tab:

Customers will see store credit used per order in the My Orders page. If store credit was applied for a particular order, customers will be shown the Paid with store credit field. This field will contain the corresponding store credit value used. If store credit was not used for the order, the field is not displayed.

Purchasing with Store Credit

Customers who have at least 1 store credit available will have an option to pay for their order with the said credit. If a customer enters a value higher than his maximum store credit value, any of these 2 will happen:

  1. If the total order amount is less than the customer’s store credit balance, the value will be automatically corrected to the full amount of the order except the cents or decimal part. For example, if the total is $11.85, $11 will be deducted from store credit and the remaining $0.85 should be covered by other payment options.
  2. If the total order amount is greater than the customer’s store credit balance, the error message "Store credit balance is not sufficient" will be shown.

Upon clicking on "Apply" button to apply the store credit on the checkout, the customer will see a success message along with the recalculation of the Order Total.

NOTE

The store credit section on the checkout is only displayed for customers with an existing store credit balance.