Store Credits
Give customers flexible credit for future purchases
Give your customers flexible credit they can use to save on future purchases - encouraging repeat orders and building loyalty.
What You'll Get
Flexible Rewards
Give credits for membership payments, loyalty conversions, refunds, or manual gifts
Automated Management
Set expiration, reconciliation, and forfeiture rules to run on autopilot
Happy Customers
Let customers apply credits at checkout for instant savings
Full Control
Adjust balances manually, view complete transaction history, and track usage
Quick Setup
Open Store Credit Settings
Go to Subscribfy → Settings in your Shopify admin. Scroll down to find Store Credit Options.
Configure Expiration or Reconciliation
Choose how to handle unused credits over time:
| Setting | What it does |
|---|---|
| Store Credit Expiration | Credits disappear after X months. Customers lose unused balance. |
| Store Credit Reconciliation | After X months, unused credits convert to a gift card. Customers keep their value. |
You can only enable one of these options at a time. Minimum period is 3 months.
Set Up Forfeiture Rules (Optional)
Scroll to Forfeit Store Credits on Membership Cancellation to decide what happens to earned credits when a membership ends.
Save and Test
Click Save and test with a sample customer to make sure everything works.
Create a test customer, give them some credits manually, and try applying them at checkout.
What Your Customers See
- At checkout - Their available credit balance appears with an option to apply it
- In their account - They can see their current balance and transaction history
- On your store - Optionally, a popup or banner shows their balance while browsing
All Settings Explained
Store Credit Options
Go to Subscribfy → Settings → Store Credit Options
| Setting | What it does |
|---|---|
| Store Credit Expiration | Enable to set a period (minimum 3 months) after which credits expire. Customers lose any remaining balance after this time. |
| Store Credit Reconciliation | Enable to automatically convert unused credits to a gift card after a set period. The gift card is sent to the customer, so they don't lose value. |
You can only have one active - either expiration OR reconciliation, not both.
Credit Restoration Settings
Go to Subscribfy → Settings → Credit Restoration Settings for Cancelled or Refunded Orders
| Setting | What it does |
|---|---|
| Canceled/Voided orders | When enabled, credits the customer used on a canceled order are automatically returned to their balance. |
| Full refund orders | When enabled, credits used on a fully refunded order are automatically returned. Partial refunds don't trigger this. |
Chargeback Settings
Go to Subscribfy → Settings → Order Options
| Setting | What it does |
|---|---|
| Automatically deduct store credit on chargeback open | When a customer disputes a charge, their store credits are deducted immediately. Helps prevent losses from fraudulent chargebacks. |
| Automatically restore store credit on chargeback won | If you win the dispute, the deducted credits are returned to the customer automatically. |
Forfeit Store Credits on Cancellation
Go to Subscribfy → Settings → Forfeit Store Credits on Membership Cancellation
| Setting | What it does |
|---|---|
| Enable forfeit store credits | Master switch. When on, credits earned from membership payments can be forfeited. |
| When customer cancels through portal | Forfeit credits when the customer cancels their own membership. |
| When canceled by customer care team | Forfeit credits when your support team cancels a membership. |
| When canceled due to chargeback | Forfeit credits when membership is auto-canceled from a chargeback or dispute. |
| When canceled due to failed payment | Forfeit credits when membership ends because payment repeatedly failed. |
Turning this on only affects future cancellations. Credits from already-canceled memberships are not affected.
Customize the Store Credit Display
Create a Popup
Go to Subscribfy → Customizations → Store Credit Popup → Popup Settings
| Setting | What it does |
|---|---|
| Title | Popup header. Use {{user}} for customer name, {{amount}} for balance. |
| Message | Body text. Same variables available. |
| Primary Button | Action button text and URL. Leave URL empty to just close the popup. |
| Colors | Customize background, text, and button colors. |
| Icon | Upload a custom icon image (optional). |
| Auto-close | Set seconds before popup closes automatically (0 = manual close only). |
| Show close button | Toggle the X button in the corner. |
Create a Banner
Go to Subscribfy → Customizations → Store Credit Popup → Banner Settings
| Setting | What it does |
|---|---|
| Message | Banner text. Use {{user}} for name, {{amount}} for balance. |
| Colors | Background, border, and text colors. |
| Icon | Upload a custom icon (PNG, JPG, SVG, max 1MB). |
| Dismissible | Let customers close the banner. |
| Selector | CSS selector where banner appears (e.g., .product-form). |
How to Manage Customer Credits
View a Customer's Balance
- Go to Subscribfy → Customers
- Click on a customer name
- See Store Credit in their overview card
Adjust Credits Manually
- Go to Subscribfy → Customers
- Click on a customer name
- Click the edit icon next to Store Credit
- Choose Adjust Balance
- Enter an amount (positive to add, negative to subtract)
- Enter a reason (the customer will see this)
- Click Save
Use negative numbers to remove credits. Example: Enter -10 to deduct $10.
View Credit History
- Go to Subscribfy → Customers
- Click on a customer name
- Scroll to Store Credit Transaction History
Each entry shows:
- Message - What happened
- Amount - Credits added or removed
- Type - Category (Membership, Redeem, Admin Adjustment, etc.)
- Order Name - Related order, if any
- Date - When it happened
How Customers Earn Credits
| Source | How it works |
|---|---|
| Membership payments | Customers earn credits based on their membership plan settings |
| Loyalty rewards | Customers convert their loyalty points to store credits |
| Manual adjustment | You give credits manually through the admin panel |
| Churn offers | Credits given as a retention incentive when customers try to cancel |
| Imports | Bulk import credits from a CSV file |
How Customers Spend Credits
Customers can apply their store credits at checkout. The credit amount is deducted from their order total.
If a customer has credits on hold at checkout, you'll see a badge showing "Using X at checkout" - these credits are held until the order is completed or returned to the customer's balance if they exit checkout.
Common Use Cases
Transaction Types Reference
| Type | What it means |
|---|---|
| Membership | Credits earned from membership subscription payment |
| Loyalty Reward | Credits from loyalty program rewards |
| Loyalty Redeem | Points converted to credits |
| Admin Adjustment | Manual change made by you or your team |
| Redeem | Credits used at checkout |
| Deduction | Credits removed (chargeback, manual, etc.) |
| Restore | Credits returned (refund, won chargeback) |
| Forfeit | Credits removed due to membership cancellation |
| Expired | Credits expired after the set period |
| Reconciled | Credits converted to gift card |
| Import | Credits imported from CSV file |
| Churn Offer | Credits given as retention incentive |