3.1 Store Credit (Beta) (for Enterprise Edition)
The Store Credit (beta) option allows for the accumulation, and manipulation of Customer credit balance(s).
You may update a Customer's Store credit balance, by selecting the Store Credit (Beta) tab, in the Customer section.
To access the feature, select the Customer section, and select the 'Store Credit (Beta)' tab. After selection, perform the steps outlined in the following illustrations:
Press the 'Update Balance' button
In the form which subsequently appears, select the appropriate website, specify the updated Customer balance value, in the 'Update balance field'.
You may also reduce the Customer's credit balance by typing in a negative value (-), or increase the balance by specifying a positive figure.
As an example (reflecting the previously specified illustration): A Customer has a positive balance, but needs a credit amount correction, to reflect a resulting $0.00 credit balance. This requires a posting to be entered, in the update field, along with specifying a dollar amount, prepended with a negative sign. If the balance was $55.00 - we would type in the following value (in the Update Balance field):
To inform the Customer, regarding the changes to his/her credit balance, check the Notify Customer by Email field on the form (see image below).
* For multiple Store Views, select the appropriate Store View, from which this email notification will be sent, via the drop-down menu.
Enter any additional data, or information that needs to be entered, in the Email message, in the Comment(s) field.
Once the form is completed, click on the 'OK' button, to save the entry, and apply the credit balance update.
* Press the 'Refresh' button, if the changes are not immediately reflected on the screen.