Credit System

Jump to: Assigning Store Credit | Applying Store Credit | Issuing Vouchers

Overview

LearningCart offers a credit system that allows you to turn cancelled classes or refund requests into store credit.

Assigning Store Credit

Store credit can be assigned to a customer in three ways: when cancelling an order on the order screen, when cancelling a class at the session level, or directly on the customer’s account under customer details.

To assign store credit directly to the customer’s account, navigate to Manage Users > Customers > Details > Store Credit. The popup that displays will provide a history of the user’s store credit assignment and utilization. The current balance will reflect the credit currently available and can be adjusted by an admin.

To assign store credit when cancelling an order, if the order has one item you can change the order status to ‘Cancelled’ and a link will appear on the order details screen allowing you to assign store credit to the purchasing customer.

If the order has more than one item, click into the Order details and select ‘Edit.’ When you adjust the quantity, a checkbox will appear allowing you to mark the difference in the order total as store credit to the purchasing customer.

To assign store credit when cancelling a session, navigate to Storefront > Products > Edit > Prices/Events > then click ‘Cancel’ next to the session you need to cancel. You will be taken to a confirmation screen with a checkbox confirming that you will automatically assign store credit to all purchasers of this session. The credit will become immediately available in the customer’s account.

Applying Store Credit

Store credit can be applied to any new order by the admin when placing an order on a customer’s behalf, or directly by the customer at the checkout screen.

To apply credit to an order as an admin, proceed with creating an order for the customer in the admin interface. At the checkout screen, you will see any store credit available for the customer the order is being created for. If the customer’s balance is less than the grand total of the order, the page will refresh and display the remaining amount the customer needs to pay. If their balance is greater than the grand total of the order, when the box is checked the order can be submitted utilizing the credit. Any unused credit amount will be available for future orders.

To apply credit to an order as a customer, the customer would proceed with creating their order. At the checkout screen, the customer will see any store credit available in their account. If their balance is less than the grand total of the order, the page will refresh and display the remaining amount the user needs to pay. If their balance is greater than the grand total of the order, when the box is checked the order can be submitted utilizing the credit. Any unused credit amount will be available for future orders.
LearningCart offers admins an alternative to store credit in the form of vouchers. These codes are managed in the discounts and vouchers section of the admin and allow admins to offer customers a gift certificate-style code that the customer can apply to their account.

Issuing and Applying Vouchers

To add a new voucher, navigate to Storefront > Discounts & Vouchers. Click ‘Add Voucher Code’. The system allows you to randomly generate the one-time use code. Alternatively, you can set that field to ‘False’ which allows you to enter the code you would like the customer to use to redeem this voucher. If you’ve opted to generate the codes randomly, you will have the option to create multiple vouchers. Fill in the amount the voucher is worth, the start date for redeeming the voucher and the end date at which point the customer can no longer add this voucher to their account. Note that the end date marks the last day in which a voucher needs to be applied by a user to their account but does not control expiration of the voucher once applied.

To apply a voucher to an account, an admin will provide the customer with their voucher code. The customer can input that code on the payment page and the system will refresh to show the user their new available account balance. The customer can proceed to apply that account balance to their order.


To help give admins insight into the utilization of store credit, on the Order Details screen a store credit field will display showing any credit used to facilitate that order. Additionally, the Orders Report includes a store credit column that will also display credit applied to an order.  

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