{"id":1825,"date":"2024-12-24T08:08:49","date_gmt":"2024-12-24T08:08:49","guid":{"rendered":"https:\/\/synctrack.io\/?post_type=knowledgebase&#038;p=1825"},"modified":"2025-01-15T06:27:39","modified_gmt":"2025-01-15T06:27:39","slug":"refund-to-store-credit","status":"publish","type":"knowledgebase","link":"https:\/\/synctrack.io\/knowledge-base\/returns\/process-rma\/refund-to-store-credit\/","title":{"rendered":"Refund to store credit"},"content":{"rendered":"<p>Store Credit in Synctrack Returns &amp; Exchanges enables merchants to offer refunds as store credit, helping retain revenue while providing customers flexibility for future purchases.<\/p>\n<h2 class=\"wp-block-heading\"><span id=\"Setup_and_Configuration\" class=\"ez-toc-section\"><\/span>Setup and Configuration<\/h2>\n<h3 class=\"wp-block-heading\"><span id=\"Enable_Store_Credit_in_Synctrack\" class=\"ez-toc-section\"><\/span>Enable Store Credit in Synctrack<\/h3>\n<ol class=\"wp-block-list\">\n<li>Go to\u00a0<mark class=\"has-inline-color has-black-color\"><strong>Settings &gt; Resolution<\/strong><\/mark><\/li>\n<li>Enable \u201c<strong>Refund to Store Credit<\/strong>\u201d toggle<\/li>\n<li>Add description text (optional)<\/li>\n<li>Configure bonus credit amount\n<ul class=\"wp-block-list\">\n<li>Set to 0 if no bonus desired<\/li>\n<li>Enter value for additional incentive<\/li>\n<\/ul>\n<\/li>\n<li>Click \u201cSave\u201d<\/li>\n<\/ol>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2527 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store1.webp\" alt=\"\" width=\"673\" height=\"221\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store1.webp 673w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store1-300x99.webp 300w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" \/><\/figure>\n<h3 class=\"wp-block-heading\"><span id=\"Enable_Store_Credit_in_Shopify\" class=\"ez-toc-section\"><\/span>Enable Store Credit in Shopify<\/h3>\n<ol class=\"wp-block-list\">\n<li>Navigate to\u00a0<strong>Settings &gt; Customer accounts<\/strong><\/li>\n<li>In \u201c<strong>New customer accounts<\/strong>\u201d section, enable \u201c<strong>Store credit<\/strong>\u201d toggle<\/li>\n<li>Ensure proper staff permissions:\n<ul class=\"wp-block-list\">\n<li>Store credit permission<\/li>\n<li>Edit store credit permission<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>\u00a0<\/p>\n<p>If you use\u00a0<a href=\"https:\/\/help.shopify.com\/en\/manual\/customers\/customer-accounts\/classic-customer-accounts\" target=\"_blank\" rel=\"noopener\">classic customer accounts<\/a>, then in your Shopify admin, go to\u00a0<strong>Settings<\/strong>\u00a0&gt;\u00a0<strong>Customer accounts<\/strong>\u00a0&gt;\u00a0<strong>URL<\/strong>. Copy the URL that gives customers access to new customers accounts. Provide your customer with the URL, and let them know that they must log in using this link to use their store credit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2526 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store2.png\" alt=\"\" width=\"1024\" height=\"519\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store2.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store2-300x152.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store2-768x389.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<figure class=\"wp-block-image size-large\"><\/figure>\n<h3 id=\"how-does-refund-to-store-credit-work\" class=\"wp-block-heading\"><span id=\"Required_Shopify_Permissions\" class=\"ez-toc-section\"><\/span>Required Shopify Permissions<\/h3>\n<p>\u26a0\ufe0f\u00a0<strong>Important<\/strong>: Update permissions to:<\/p>\n<ul class=\"wp-block-list\">\n<li>Write store credit account transactions<\/li>\n<li>Read store credit account transactions<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p>If you haven\u2019t update permissions yet, Synctrack will notify to update scrope when issuing store credit for return request<\/p>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2525 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store3.webp\" alt=\"\" width=\"982\" height=\"801\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store3.webp 982w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store3-300x245.webp 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store3-768x626.webp 768w\" sizes=\"auto, (max-width: 982px) 100vw, 982px\" \/><\/figure>\n<h2 class=\"wp-block-heading\"><span id=\"How_It_Works\" class=\"ez-toc-section\"><\/span>How It Works<\/h2>\n<h3 class=\"wp-block-heading\"><span id=\"In_Returns_Portal\" class=\"ez-toc-section\"><\/span>In Returns Portal<\/h3>\n<ul class=\"wp-block-list\">\n<li>Shows total refund value including bonus<\/li>\n<li>Customers see store credit as refund option<\/li>\n<li>Displays potential bonus amount<\/li>\n<\/ul>\n<figure class=\"wp-block-image\"><\/figure>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2524 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store4.webp\" alt=\"\" width=\"748\" height=\"405\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store4.webp 748w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store4-300x162.webp 300w\" sizes=\"auto, (max-width: 748px) 100vw, 748px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2523 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store5.webp\" alt=\"\" width=\"351\" height=\"348\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store5.webp 351w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store5-300x297.webp 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store5-150x150.webp 150w\" sizes=\"auto, (max-width: 351px) 100vw, 351px\" \/><\/figure>\n<p>If you enable the refund to store credit and set up the amount, the customer will receive an additional fee based on the subtotal price.<\/p>\n<h3 id=\"store-credit\" class=\"wp-block-heading\"><span id=\"In_Synctrack_Admin\" class=\"ez-toc-section\"><\/span>In Synctrack Admin<\/h3>\n<ul class=\"wp-block-list\">\n<li>View\u00a0<strong>Refund to store credit<\/strong>\u00a0as resolution of return request.<\/li>\n<li>After approving request and issuing store credit sucessfully, Synctrack will display\u00a0<strong>Credit balance<\/strong>\u00a0which also leads to customer store credit in your Shopify admin<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2522 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store6.png\" alt=\"\" width=\"1267\" height=\"660\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store6.png 1267w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store6-300x156.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store6-1024x533.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store6-768x400.png 768w\" sizes=\"auto, (max-width: 1267px) 100vw, 1267px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2521 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store7.png\" alt=\"\" width=\"1024\" height=\"521\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store7.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store7-300x153.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store7-768x391.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<figure class=\"wp-block-image size-large\"><\/figure>\n<figure class=\"wp-block-image size-large\"><\/figure>\n<h3 class=\"wp-block-heading\"><span id=\"In_Shopify_Admin\" class=\"ez-toc-section\"><\/span>In Shopify Admin<\/h3>\n<p>1. Go to\u00a0<strong>Customers<\/strong>\u00a0and select a customer in the Shopify admin.<\/p>\n<p>2. Find and open the Store credit from the list ending with the digits as same as the one generated in Synctrack Returns<\/p>\n<p>3. In\u00a0<strong>Store Credit Details<\/strong>, you will see<\/p>\n<ul class=\"wp-block-list\">\n<li>A timeline with all the changelogs from when a Store credit is added.<\/li>\n<li>A note on the right-hand side explaining the issuer of the Store credit (Synctrack Returns).<\/li>\n<li>Credit and Balance of total credit for this customer.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2520 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8.png\" alt=\"\" width=\"1745\" height=\"955\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8.png 1745w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8-300x164.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8-1024x560.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8-768x420.png 768w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store8-1536x841.png 1536w\" sizes=\"auto, (max-width: 1745px) 100vw, 1745px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2518 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store9.webp\" alt=\"\" width=\"684\" height=\"387\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store9.webp 684w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store9-300x170.webp 300w\" sizes=\"auto, (max-width: 684px) 100vw, 684px\" \/><\/p>\n<figure class=\"wp-block-video\"><\/figure>\n<h3 class=\"wp-block-heading\"><span id=\"Customer_experience\" class=\"ez-toc-section\"><\/span>Customer experience<\/h3>\n<p>When a customer has store credit available to them, and they\u2019re logged into their\u00a0<strong>new customer account\u00a0<\/strong>your store, the value of their store credit displays at checkout in the\u00a0<strong>Store credit<\/strong>\u00a0section. The customer can select\u00a0<strong>Apply store credit<\/strong>\u00a0to use their store credit as a payment method.<\/p>\n<p>A customer can view their store credit balance in their account details when they\u2019re logged into their customer account &gt; go to\u00a0<strong>Profile<\/strong>\u00a0&gt; Scroll down to\u00a0<strong>Payment method<\/strong> sectio<\/p>\n<p>Synctrack automatically emails customers when store credit is issued for their returns using the \u201cStore Credit request refunded\u201d template.<br \/>To use it, you need to enable this email template in Synctrack<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2517 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store10.png\" alt=\"\" width=\"1024\" height=\"541\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store10.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store10-300x158.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store10-768x406.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2516 size-full\" src=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store11.png\" alt=\"\" width=\"1024\" height=\"608\" srcset=\"https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store11.png 1024w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store11-300x178.png 300w, https:\/\/synctrack.io\/wp-content\/uploads\/2024\/12\/store11-768x456.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<h2 class=\"wp-block-heading\"><span id=\"View_all_store_credit_on_Shopify\" class=\"ez-toc-section\"><\/span>View all store credit on Shopify<\/h2>\n<p>To view all store credits from all customers in your Shopify store, you can check the store credit analytics. Store credit transactions are displayed as a payment provider in the following reports:<\/p>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/admin.shopify.com\/reports\/finances\/payments\" target=\"_blank\" rel=\"noreferrer noopener\">Payments<\/a><\/li>\n<li><a href=\"https:\/\/admin.shopify.com\/reports\/finances\/payment_by_type\" target=\"_blank\" rel=\"noreferrer noopener\">Payment by type<\/a><\/li>\n<\/ul>\n<p>You can access these reports from your Shopify\u00a0<a href=\"https:\/\/admin.shopify.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">admin<\/a>\u00a0to get a comprehensive view of all store credits used by customers<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Store Credit in Synctrack Returns &amp; Exchanges enables merchants to offer refunds as store credit, helping retain revenue while providing customers flexibility for future purchases. Setup and Configuration Enable Store Credit in Synctrack Go to\u00a0Settings &gt; Resolution Enable \u201cRefund to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","template":"","knowledgebase_cat":[259],"class_list":["post-1825","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-process-rma"],"acf":[],"_links":{"self":[{"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/knowledgebase\/1825","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/knowledgebase"}],"about":[{"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/types\/knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/comments?post=1825"}],"version-history":[{"count":4,"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/knowledgebase\/1825\/revisions"}],"predecessor-version":[{"id":2531,"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/knowledgebase\/1825\/revisions\/2531"}],"wp:attachment":[{"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/media?parent=1825"}],"wp:term":[{"taxonomy":"knowledgebase_cat","embeddable":true,"href":"https:\/\/synctrack.io\/wp-json\/wp\/v2\/knowledgebase_cat?post=1825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}