Store Credit Early Adopter Program

Recharge’s Store Credit feature empowers you to retain customer value by offering store credit for refunds, customer support resolutions, and more. With the feature enabled, store credit can be applied to a customer’s account to use for their next recurring subscription order. This article provides an overview of the feature, details on how it works, and support resources.

Before you start

• The feature is only available for Pro and Enterprise Plan merchants.
• Prima and Novum customer portal themes are compatible with Store Credit out-of-the-box.
• Theme Engine and custom customer portals can also be used with Store Credit. Be sure to note that you are using a custom customer portal in your interest form so the team can assist with the integration.  
• Stores using Auth-Capture or SEPA/iDeal are not eligible to use this feature at this time.
• Your store must have Account Permissions enabled and assign which account users will be allowed to provide your customers Store Credit.

How it works

Once store credit is applied to a customer’s account, it is automatically applied to the customer’s next recurring subscription order. The following logic applies to the way store credit balances work:

• If the available store credit balance is less than the value of the customer’s next recurring subscription order, Recharge processes the difference using the payment method tied to the subscription’s address.
• If the available store credit balance is greater than the value of the customer’s next recurring subscription order, Recharge continues to apply store credit on future orders until the available balance is used in full.

Keep the following limitations in mind when using Store Credit:

• Credits cannot be used at checkout. Store credits are automatically applied to a customer’s next recurring charge across all of their active addresses and subscriptions.
• Third-party apps cannot use Recharge’s Store Credit feature.

Customer experience overview

Customers interact with the Store Credit feature in the customer portal. The customer’s store credit balance appears only after a store credit is initially added to their account. Once a store credit is added to a customer’s account, the store credit widget remains in the customer portal regardless of the available balance.

Klaviyo notifications

You can also use Klaviyo V2 to send store credit adjustment notifications to customers using the Credit Adjustment created on Recharge metric. See Building email flows with Recharge and Klaviyo for more information.

Merchant experience overview

By default, store owners can adjust store credit balances and view credit history. Additional staff accounts can adjust store credit balances and view credit history if they have access to the Credits permissions on their user account. For more information on enabling and updating staff permissions, see Enabling Recharge user and account permissions.

Users with Credits permissions can use the following steps to adjust store credit balance and view credit history:

1. From the merchant portal, click Customers and select a customer's name.
2. To adjust a customer's store credit balance, click Adjust credit balance.
   
3. In the Adjust credit balance modal, you can add or subtract store credits using the Balance Adjustment drop-down menu.
   • You can also add an optional note to the balance adjustment. This note will appear in the credit history.
     
4. To view a customer's store credit history, click View credit history. Credit history displays the customer’s transaction history, use of store credits, and any notes that were applied to store credits.
   

You can also adjust translations to control the text customers see in the credits section of the customer portal. The following translation fields are available for Store Credit:

• Store Credit Account Name (examples: Loyalty Rewards, Referral Rewards, Returns Credit)
• Store Credit Information Tooltip Text

For more information on adjusting translations, see Translations.