How do I use Store Credits? - FAQ

Use StoreHub’s store credit feature as part of your Customer Relationship Management efforts. Reward customers with store credits and keep happy customers coming back to your store.

Note: The store credit feature is only available with our Medium and Large plans.

In this article, you will learn how to:

A. Enable or Disable Store Credit

B. Reward or Sell Store Credits

C. Redeem or Spend Store Credit

D. Check Store Credit Balance

A. How to Enable or Disable Store Credits

To begin using Store Credits, you'll need to enable them first.

To Enable Store Credits:

1. Go to Settings.

2. Click Account > Scroll to the bottom of the page.

3. At Enable Store Credit, click the drop-down and select 'Yes' or 'No'.

B. How to Reward or Sell Store Credits

Customers can be given store credits in multiple ways:

B1. Assign store credits to items

B2. Allow customers to purchase store credits

B3. Set default store credit earning

B4. Refund transactions using store credits

B1: How to Assign Store Credits to Items

1. At your BackOffice, go to Products > Manage Products, and select your product.

2. Scroll to the Store Credit section, and specify how much store credit to reward for this product.

3. Click ‘Save’, and you’re done. Any time a customer purchases this item, they will be rewarded with credits. Remember to assign a customer to the transaction!

B2: How to Allow Customers to Purchase Store Credits

1. At your BackOffice, go to Products > Add Products.

2. Fill in the details accordingly. For example, let’s name the product ‘50 Credits’, and give it a price of 50. Select ‘None’ for tax.

3. Scroll to the Store Credit section, and specify how much store credit to reward for this product. Following the example, let’s assign 50 credits to the item.

4. Click ‘Save’.

5. That’s it. Now whenever a customer wants to purchase / top up 50 credits, you can select this item.

Tip: If you want to allow customers to purchase / top up any amount they wish to, set your product to by unit, and select credits as the unit. Set the price as 1/credit. This way, each time you select this product on the POS, you can specify how much credits.

B3: How to Set Default Store Credit Earning

Here, you can specify how many Store Credits customers will earn by default.

To set the default Store Credit earning:

1. Go to Settings.

2. Click Account > Scroll to the bottom of the page.

3. At Default Store Credit Earning, enter a currency amount that rewards RM1.00 of Store Credit.

Example: If you specify RM100 = 1 Store Credit, every RM100 spent at your store would give your customers 1 Store Credits.

Note: The amount of store credit earned is based on the subtotal of a transaction. Therefore, service charge, tax, and discounts do not contribute to earning store credits.

B4: How to Refund Transactions using Store Credits

When refunding transactions, you can choose to refund by store credit, and the customer will be able to purchase another item using the given credit.

C: How to Redeem / Spend Store Credits

While checking out a transaction, you can use store credit as the payment method. If your customer has insufficient store credits, you can split the payment and pay by store credits first.

D: How to Check Store Credit Balance

There are multiple ways that you and your customer can find out the store credit balance in their account:

D1. On the app

D2. On the BackOffice

D3. Send an SMS notification to your customer when they earn store credit(s)

D1. On the app:

1. Search and select a customer on the register, and tap the name to view more information.

2. The store credit balance of the customer is displayed at the bottom.

D2. On the BackOffice:

1. Go to Customers > Select a customer.

2. The store credit balance of the customer is displayed at the Purchase History section. On the same section, you should also see other information, including the amount of store credits spent.

You can also see the store credit history of the customer.

D3: Set SMS Notifications for Store Credits

You can set SMS Notifications to notify your customers of their credit balance.

To enable the SMS Notification:

1. Go to Settings.

2. Click Account > Scroll to the bottom of the page.

3. At SMS Notifications upon Changes, toggle the switch between ON and OFF.

From here, specify the Store Name, which will be shown in the Store Credit balance change SMS that's sent to your customers.

The SMS will look like this: