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A store credit is money your store owes a customer. Issued one at a time from a customer profile, they are easy to lose track of: without a place to see them together, answering “how much do we owe in total” means opening every customer in turn. Loyalty → Store Credits shows every credit in your store on one page, with the outstanding balance summarised above it.

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Read the Outstanding Balance

Above the table sits one card per currency you have issued credit in. Each card shows three figures:
  • Outstanding - what is still owed. This is the number that belongs on your books as a liability.
  • Issued - everything ever put on a credit in that currency.
  • Used - how much of it customers have already spent.
The cards follow whatever filter is active. With no filter they answer “what does the store owe”; filter by a customer and the same cards answer “what does this customer hold”. The table can be narrowed by: The search box matches the memo, which is the free-text reason written when a credit is issued or by the workflow that created it.

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Understand Where a Credit Came From

The Origin column names what created the credit:
  • Gift card - a customer redeemed a gift card and the balance moved onto their account.
  • Return, Exchange, Claim - a post-sale process refunded to credit rather than to the original payment method.
  • Issued by hand - a staff member created it directly, usually as compensation or a goodwill gesture. The memo says why.

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Open a Credit

Click any row to see the credit’s full details and its ledger - every movement of the balance since it was issued, newest first. A credit is allocated when created, authorised when a customer starts a checkout with it, captured when that order is paid, and voided or credited back if the order is cancelled. The panel is read-only. To change an amount or a memo, or to delete a credit, use Open customer profile and edit it there. See Issue Store Credits.
A credit that has been partly or fully used cannot have its amount changed or be deleted, because the money has already been spent against an order.