Apply store credit to a Buyer account

Use the store credit feature to manage your CSA, issue refunds or to offer promotional incentives to your Buyers.

The store credit feature is used in many ways:

  • CSA (buy-down model) or farm credit
  • Pre-paid orders
  • Gift cards
  • Refunds, or to compensate for an issue
  • Promotions
  • Buyer referral incentives

Apply store credit to a Buyer account

When you apply store credit to a Buyer account, they see their balance in your Local Line and/or embedded storefront and are given the option to apply their store credit at Checkout, and also in their order detail view if you offer payment terms in your catalog. 

If your Buyer applies their store credit balance to an order and it is less than the order total, they are prompted to pay for the remainder of their order using another payment method.

When a Buyer uses their store credit, it is logged in their Customer detail view on the Store Credit tab. 

  1. Go to the Customers tab.
  2. Click View next to a Customer.
  3. Click Store Credit.
  4. Type the store credit amount in the Add to account balance box.
  5. Click Apply.

Remove store credit from a Buyer account

If you need to remove store credit from a Buyer account, take these steps:

  1. Go to the Customers tab.
  2. Click View next to a Customer.
  3. Click Store Credit.
  4. Type the store credit amount you want to remove preceded with a minus symbol "-" in the Add to account balance box. For example, -25.00.
  5. Click Apply.