Magento 2 Store Credit

Magento 2 Store Credit extension automatically converts refund amount to store credit which customers can use for future purchase, hence improving sales and customer retention.

 

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Spending and Display Settings
  4. Store Credit Update Email Notification Settings
  5. Store Credit Balance Update from the Backend
  6. Store Credit in Frontend
  7. Store Credit Details in Backend
  8. Store Credit Transaction History

 

  1. Extension Installation
  • For Magento Marketplace Customers
  • Create a folder structure in Magento root as app/code/Meetanshi/StoreCredit
  • Download and extract the zip folder and upload our extension files to the app/code/Meetanshi/StoreCredit via FTP.
  • Login to your SSH and run below commands step by step:
  • php bin/magento setup:upgrade
  • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
  • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
  • php bin/magento cache:flush

 

  • For Meetanshi Customers
  • Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
  • Login to your SSH and run below commands step by step:
  • php bin/magento setup:upgrade
  • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
  • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
  • php bin/magento cache:flush

 

  1. Configuration
    To configure the extension, login to Magento 2 backend, move to Stores à Configuration à Meetanshi à Store Credit where you can find various settings to configure the extension.
  • Store Credit: Enable or disable Store Credit extension from here.
  • Allow Applying Store Credit on Tax: Select YES to allow customers spend store credit on tax.

  1. Spending and Display Settings
    Configure the settings for where the customer can spend the store credits and how store credit balance is showed in the frontend.
  • Enable Store Credit Spending on Checkout Page: Set YES to allow customers spend store credits from the checkout page in the frontend.
  • Enable Store Credit Spending on Cart Page: Set YES to allow customers spend store credits from the cart page in the frontend.
  • Show Store Credit Balance in Top Link: Set YES to show store credit balance of the customer in top link if the customer is logged in.
  • Hide Top Link Display for Zero Balance: Set YES to hide store credit balance from the top link when the balance is zero.

 

  1. Store Credit Update Email Notification Settings
    The extension allows sending store credit update email notifications on various actions. Here, configure the settings for the same.
  • Enable Store Balance Update Email: Set YES to send email notifications to the customers on store credit balance update.
  • Send Email on Actions: Select the actions on which you want to send the email notifications to the customers.
  • Email Sender: Select the email sender.
  • Reply To: Select the contact to which the email replies would be received.
  • Email Template: Select the email template.

 

  1. Store Credit Balance Update from the Backend
    The admin can add or remove store credits from the Customers > All Customers > Customer edit section in the backend.
  • Add or Subtract Store Credits: Enter the store credit amount to add or remove from the customer’s account. For example, enter 100 to add and -100 to remove the store credits respectively.
  • Message: Enter the message or reason why you are adding or removing the store credits if required.

All the store credit update transactions are listed here with the details like customers transaction ID, action, message, balance change, new balance and transaction date.

 

 

  • Store Credit Update Email to Customers
    Immediately after the admin adds store credits to the customer account, the customer gets email notification.

 
  1. Store Credit in Frontend
    After configuring the extension, whenever the customer logs in to the account, he can see store credit balance in the top link section if the store credit balance is not zero.

 

  • Store Credits Spending from the Cart Page
    Immediately after the customer adds a product to cart, he can spend the store credits from the cart page. He can enter the store credits to be spent and click “Spend Store Credit” button.

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  • Store Credits Spending Success Message on Cart Page
    The extension shows success message on spending of store credits from the cart page. The customer can also cancel the spent store credits by entering the store credits and clicking “Cancel Store Credit” button.

 

  • Store Credits Spending from the Checkout Page
    If after adding the products to the cart, customer directly moves to the checkout page, he can spend the store credits from the checkout page. He has to enter the store credits to be spent and click “Spend Store Credit” button.

 

  • Store Credits Spending Success Message on Checkout Page
    The extension shows success message on spending of store credits from the checkout page. The customer can also cancel the spent store credits by entering the store credits and clicking “Cancel Store Credit” button.

 

 

  • Store Credit Spending Details in Customer’ My Account
    Once the order is placed successfully using store credit, the store credit spending details can be seen in customer’s My Account section under the order view of My Orders tab.

 

  • Store Credit and Refund Tab under My Account Section
    All the store credits and refund related transactions are saved in customer’s My Account section under a separate tab name “Store Credit and Refund”. The tab stores the details like current credits of the customer, transaction history such as transaction ID, date of the transaction, balance change, updated balance, action and message if added.

 

  1. Store Credit Details in Backend
    Apart from the customers, the admin can also see the Store Credit spending information of the order from the Sales > Orders > Order View section in the backend.  

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  • Store Credit Refund while Generating Credit Memo
    If by any means, the admin has to refund the order, the admin can refund store credits spent on the order while generating credit memo. The admin has to enter the store credits to be refunded.

 

  1. Store Credit Transaction History
    The admin can see all the store credit related transactions in the separate backend grid under Meetanshi Store Credit > Transaction History. The grid contains the details like customer ID, balance change, current store credit balance, action, and store credit transaction date. The admin can export the store credit transactions in CSV or XML format. Also, he can filter the data of the transaction history.