If you want customers to pay with a balance you control, you can use store credit in Advanced Coupons. This setup guide covers the dashboard, checkout, and Store Credits settings, including the Premium Minimum store credit redemption amount.
Looking for a general guide to WooCommerce store credit? See our WooCommerce Store Credit overview.
Prerequisites
- WooCommerce installed and active
- Advanced Coupons Free, plus Premium for minimum redemption amount and max percentage
Store Credits dashboard
You can find Store Credits Dashboard in Coupons > Manage Store Credits
In the Dashboard tab, you can get a glance at how many unclaimed and used credits are on your store.
In the Customer tab, you can find a list of your customer and manage their store credit balance.
You can view the full detail of the customer’s store credit history by clicking the View Stats button. You can see the customer’s Store Credit Status, Sources, and History.
Both Administrator and Shop Manager can increase or decrease the store credit balance on the customer account by clicking on the Adjust button.
Store Credits on the My Account page
We added the Store Credit tab in the My Account Page automatically for your customer to check the Store Credit balance they have.
Store Credits as payment
Your customer could use their store credits balance to pay for their orders if they want. They can input whatever amount they want to pay using the store credit and pay the difference with other payment methods available on your website.
With the default apply type, before tax and shipping, store credit shows as a discount line in the order details. If you switch to after tax and shipping, it shows instead as an amount paid in store credit, which is a payment row rather than a discount.
Excluding store credit from the Total Paid amount
The Total Paid row on the order edit screen normally includes the full amount collected for the order, including any portion covered by store credit. If you would rather see only the amount collected through the payment gateway, enable Total paid deducted with store credit payments.
- Go to Coupons → Settings → Store Credits.
- Enable Total paid deducted with store credit payments.
This applies to Processing, Completed, and Refunded orders that have a recorded payment date. When enabled, the Total Paid row on the order edit screen excludes the store credit portion, so it reflects only what was collected through the payment gateway. When disabled, Total Paid shows the full amount, including store credit.
This setting only changes what is displayed on the order edit screen. It does not change the order total itself, so any accounting or reporting integration that reads the order total directly is not affected by this setting.
Refund to store credit
With the addition of the store credit, now you can refund give an option to refund your customer order as a store credit. This works just like the regular WooCommerce refund process but changes the refund into a credit balance which your customer can buy other products in your store. You can find this option when you click the Refund option in the Edit Order page.
Apply store credits on the order
If a customer forgets to apply store credits you are able to use it on the order editor page of an existing order. You’ll see an Apply Store Credits button, when clicked it’ll have a popup asking for input or the value of the store credits, the store credit’s maximum comes from the customer’s account balance.
There are a couple of rules to use this feature
- The apply store credits button will only show if the order is set to Pending, Draft or On-Hold
- Once store credit has been applied, the button changes to Update Store Credits. Use it again to change the amount, or set the amount to 0 to remove the credit.
- Only able to use it for logged-in customers’ purchases. It’s not possible to use the apply store credits feature for guest purchases.
There are also 2 ways to apply for the store credits, before tax and shipping or after tax and shipping. This setting can be found in Coupons > Settings > Store Credits > Store credit apply type.
The information shown on the order editor page will depend on the apply type setting.
For the Apply store credits on checkout before tax and shipping option, you’ll see a coupon labeled store credit
When the x is clicked for the store credit coupon is removed then the apply coupon button will be visible again.
For the Apply store credit on checkout after tax and shipping option the store credit is directly added to the grand total
Settings to display the store credits form
As a store owner, you can also choose when to display the forms on the checkout page. The store credits redemption form is displayed by default, regardless of whether customers have any available store credits. To avoid confusion for your customer who has no store credits yet, you can just hide this form by ebabling the Hide store credits on checkout if zero balance.
On the checkout page, the store credits redemption form is displayed using an accordion. However, there are a number of store owners that prefer to show the form on page load. To do that, enable Auto-display Store Credits Redemption Form.
Set store credits expiry
By default, the Store credits expiry value is set to 0, which never expires and covers most countries. To set an expiry, enter a number in Store credits expiry and choose the unit in Store credits expiry unit: Day(s), Month(s), or Year(s). For example, enter 30 with Day(s) selected for a 30-day expiry, or 1 with Year(s) selected for a 1-year expiry. The expiry counts from the customer’s last store credit activity. It is the store owner’s responsibility to ensure that you abide by your local store credit expiry laws.
Set minimum order total allowed
By default, there’s no minimum order total on when the store credit can be used. Your customers can use store credits even if they only purchased $1. But you can now control this setting by adding your desired Minimum order total allowed. Store credit is then limited so that the order total never falls below that amount. On a $100 order with a $20 minimum, the customer can redeem at most $80. It caps the redemption, it does not switch store credit off.
Set maximum percentage of store credits redemption
As a store owner, you might want to restrict the use of store credits for “free” products. You now have the ability to set a limit on the maximum percentage of store credits that can be applied to each order.
By default, the Maximum percentage of store credits redemption allowed per order is set to 100. Change it to suit your store.
See How to set maximum store credits that can be used per order
Set minimum store credit redemption amount
If customers keep applying tiny credit amounts that barely change the order total, set a floor. Go to Coupons → Settings → Store Credits and find Minimum store credit redemption amount. This is a Premium setting.
Enter the lowest amount a customer must redeem in one order. The default is 0, which turns the minimum off. If they enter less than your amount at checkout, they see: The minimum store credits redemption amount is [amount].
For the full walkthrough, see How to set minimum redemption amount for store credits.
Hide store credits when a coupon is applied
If you don’t want shoppers stacking store credit on top of a coupon, you can hide the store credit redemption field whenever an active coupon is in the cart. Turn on Hide store credits when a coupon is applied in the Store Credits settings (Coupons > Settings > Store Credits).
When enabled, the store credit redemption field is hidden at cart and checkout and new redemptions are blocked while a coupon is applied. Any store credit already applied to the order stays applied until the coupon is removed. This setting is off by default.
Automatically revoke cashback coupons from refunded orders
When your customers have used a cashback coupon for their order, you can automatically revoke the store credits if an order has been refunded. Enable the Automatically revoke cashback coupons from refunded orders setting.
This setting is very helpful to the store owners/managers so you won’t have to do the adjustments manually.
Store Credits reminder emails
Every now and then, it’s great to notify your existing customers that they have a store credit available on their account. In marketing view, it’s a great way to keep the engagement with your customers.
Adjust these settings under Reminder Emails
- How long after being inactive should a reminder be sent? – by default, this is set to 30 days. A customer is considered inactive if they haven’t placed any orders for a number of days that is set on this field.
- What time of day should reminders be sent? – by default, this is set to 10:00 am. A little reminder is that the time is based on the timezone that is set on your store.
- Suggested product/categories to include in reminder emails – by default, this is set to none. Add suggested products or categories to include in the reminder email. This is great for upselling your products.
To learn more on how to set up the store credit reminder email, see https://advancedcouponsplugin.com/knowledgebase/how-to-send-store-credit-email-reminders/
Cashback coupons settings
Since your customers can now earn store credits using coupons, here are the settings you can change.
- Guest user error notification message – one of the requirements to earn a store credit is to have an account. Change the error message a guest sees when they try to use a cashback coupon.
- Guest user error notification button text – change the button text shown on the error notification.
- Guest user error notification button URL – set where the customer goes when they click it. By default, your customers will be redirected to the my accounts page.
- Order status(es) for when to award cashback credits – allows store owners to have more control over when the cashback will be credited to the customers. Set this field to Processing, Completed, or both.
For more in-depth information on how to create cashback coupons, see https://advancedcouponsplugin.com/knowledgebase/how-to-give-store-credit-cashback-with-a-coupon/
Troubleshooting
Customers can still redeem below the minimum
Confirm Advanced Coupons Premium is active and that Minimum store credit redemption amount is saved above 0 under Coupons → Settings → Store Credits.
Need help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
