Step-by-Step: How to Add a Client Store Credit in Shopify in 2025

Store credit is a powerful feature for Shopify store owners looking to enhance customer loyalty, resolve disputes, and encourage repeat purchases. Whether you're running a dropshipping business, a small boutique, or a large online store, understanding how to add a client store credit in Shopify can significantly improve your customer experience. In this guide, we’ll walk you through the different ways to issue store credit, the best Shopify apps for managing it, and answers to common questions about using store credit effectively.

How to add a Client Store Credit in Shopify: Understanding Store Credit in Shopify

Before diving into the technical aspects of how to add a client store credit in Shopify, it’s important to understand what store credit is and how it works. Store credit is essentially a balance that customers can use to make purchases in your store. It’s often issued in place of a refund or as part of a loyalty program.

Benefits of Store Credit Shopify

1. Customer Retention: Offering store credit instead of a cash refund encourages customers to return to your store. For example, if a customer is dissatisfied with a product and requests a refund, offering store credit instead can turn a negative experience into an opportunity to win them back.

2. Cash Flow Management: Store credit allows you to retain revenue while providing customers with a flexible solution. Instead of losing cash to refunds, you keep the funds in your ecosystem, which can be used for future purchases. This is particularly beneficial for small businesses or startups that need to manage cash flow carefully. By offering store credit, you can maintain liquidity while still addressing customer concerns.

3. Promotional Tool: You can use store credit as part of marketing campaigns or loyalty programs to incentivize purchases. This not only incentivizes customers to return but also makes them feel valued and appreciated. Over time, this can lead to stronger customer relationships and increased brand loyalty.

4. Simplified Refunds: Issuing store credit is often faster and easier than processing cash refunds. Instead of issuing a refund, you can offer store credit, which reduces administrative work and ensures a smoother experience for both you and your customers.

5. Reduced Cart Abandonment: By allowing customers to apply store credit at checkout, you can reduce cart abandonment rates. Customers who have store credit are more likely to complete their purchase, as they perceive it as “free money” that they can use. This can lead to higher conversion rates and increased sales.

How Store Credit Works in Shopify

How to add a client store credit in Shopify? Although Shopify does support this function in Shopify Dashboard, but one of the easier ways for you to achieve this functionality is using third-party Shopify app store credit.

How to issue Store Credit on Shopify: Methods to Add Store Credit in Shopify Using Shopify Apps

Pabloo

Pabloo is a popular app that simplifies the process of how to add a client store credit in Shopify. With Pabloo, you can:

• Create custom store credit balances for individual customers.

• Set expiration dates for store credit.

• Allow customers to check their store credit balance via their account page.

This app is ideal for businesses that want to offer personalized store credit solutions.

Pros:

• Seamless integration with Shopify

• Allows issuing store credit manually or automatically

• Easy tracking and reporting tools

Cons:

• Limited customization options

• May not support all Shopify themes

Pricing:

• Free

• Plus: $59/ month

• Professional: $115/ month

• Premium: $260/ month

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Shopwaive

Shopwaive is another excellent option for how to add a client store credit in Shopify, especially for managing Shopify store credits. It allows you to:

• Issue store credit for refunds, exchanges, or promotions.

• Automatically apply store credit at checkout.

• Track store credit usage and balances in real-time.

Shopwaive is particularly useful for stores with high volumes of refunds or exchanges.

Pros:

• Enables granting credit for returns, promotions, or disputes

• Offers robust reporting tools

• Simple and user-friendly interface

Cons:

• Some features may require additional customization

• Limited automation options

Pricing:

• Shopwaive Starter: $15/ month

• Shopwaive Pro: $45/ month

• Shopwaive Checkout: $60/ month

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Freshcredit

Freshcredit is a versatile app that enables you to issue store credit in various scenarios of how to add a client store credit in Shopify, such as:

• Refunding a customer without processing a cash refund.

• Rewarding loyal customers with store credit.

• Running promotional campaigns that offer store credit as an incentive.

The app also provides detailed reports to help you track store credit usage and balances.

Pros:

• Allows store credit issuance without using discount codes

• Customers can easily redeem credit at checkout

• Real-time tracking and reporting

Cons:

• Only works with Shopify Plus for automated credits

• Can be costly for small businesses

Pricing:

• Up to 5k customers: $15/ month

• 20k customers: $30/ month

• 50k customers: $45/ month

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CreditsYard

CreditsYard is a user-friendly app designed for issuing and managing store credit in Shopify. Key features include:

• Customizable store credit amounts.

• Automatic balance updates for customers.

• Integration with Shopify’s checkout process.

CreditsYard is a great choice for businesses looking for a simple yet effective store credit solution on how to add a client store credit in Shopify.

Pros:

• Automatically issues store credit based on customer behavior

• Helps build long-term customer relationships

• Can be integrated with loyalty programs

Cons:

• Requires additional setup for full automation

• Higher-tier pricing for advanced features

Pricing:

• Basic Shopify: $29/ month

• Shopify: $49/ month

• Advanced Shopify: $79/ month

• Shopify Plus: $149/ month

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Rewardify

Rewardify is a comprehensive loyalty and rewards app that includes store credit functionality. With Rewardify, you can:

• Issue store credit as part of a loyalty program.

• Allow customers to redeem points for store credit.

• Track store credit balances and usage.

This app is perfect for businesses that want to combine store credit with a rewards program.

Pros:

• Fully integrates with Shopify’s existing payment system

• Enables refunds as store credit

• Works well with various loyalty programs

Cons:

• Some users report occasional glitches

• Requires technical setup for advanced features

Pricing:

• Basic: $9.95/ month

• Professional: $39.95/ month

• Plus: $89.95/ month

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Rise.ai

Rise.ai is a powerful app that offers advanced store credit features, such as:

• Issuing store credit for refunds, exchanges, or promotions.

• Allowing customers to gift store credit to others.

• Providing detailed analytics on store credit usage.

Rise.ai is ideal for businesses that want a robust and flexible store credit solution on how to add a client store credit in Shopify.

Pros:

• AI-powered automation for store credit issuance

• Helps increase customer retention and lifetime value

• Supports bulk credit issuing

Cons:

• Premium pricing compared to alternatives

• Might be too advanced for small-scale stores

Pricing:

• Starter: $16/ month

• Small Business: $47/ month

• Pro: $159/ month

• Premium: $47/ month

• Enterprise plan: Customed

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Win-Win Store Credit

Win-Win Store Credit is a straightforward app that simplifies the process of issuing and managing store credit in Shopify. It allows you to:

• Create custom store credit balances.

• Set expiration dates for store credit.

• Track store credit usage and balances.

This app is a great option for businesses that want a no-frills store credit solution.

Pros:

• Integrates seamlessly with Shopify

• Customizable store credit options

Cons:

• May require additional integrations for full functionality of how to add a client store credit in Shopify

• Limited reporting tools

Pricing:

• Basic: $9.99/ month

• Growth: $19.99/ month

• Unlimited: $49/ month

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Managing and Tracking Store Credit

After knowing how to give store credit on Shopify, you should also be aware of how to manage and track store credit for optimized operation. Once you’ve started issuing store credit in Shopify, it’s important to manage and track it effectively. Proper management ensures transparency and helps you maintain accurate records.

How to Keep Records of Issued Store Credit

Keeping detailed records of issued store credit ensures that both you and your customers have clarity regarding available balances, usage, and expiration dates. Here’s how you can do it effectively:

1. Use Shopify’s Customer Profiles: Every customer’s transaction history and store credit balance can be documented within their Shopify profile for easy tracking.

2. Leverage Shopify Apps: Apps like Rise.ai, Rewardify, and Freshcredit offer built-in store credit tracking features, making it easier to manage balances.

3. Maintain Internal Logs: Keep a separate record using Google Sheets, Excel, or accounting software to monitor issued credits, expiration dates, and redemptions.

4. Automate Notifications: Set up automated emails or SMS alerts to remind customers about their remaining store credit and any approaching expiration dates.

5. Integrate with Accounting Software: Tools like QuickBooks or Xero help track store credit as liabilities and ensure accurate financial reporting.

6. Generate Regular Reports: Running monthly or quarterly reports will help you analyze customer behavior, measure store credit usage, and adjust your strategy accordingly.

7. Ensure Transparency: Provide customers with access to their store credit balance through their accounts and customer support channels to avoid confusion and disputes.

Best practices for Ensuring Transparency with Customers on How to add a client store credit in Shopify

1. Clearly Define Store Credit Policies: Ensure that customers understand the terms and conditions of store credit, including expiration dates, usage limitations, and refund policies. Display these policies prominently on your website.

2. Provide Real-Time Credit Balances: Customers should have easy access to their store credit balance through their accounts. This helps them keep track of their available credit and encourages usage.

3. Send Automated Notifications: Use email or SMS notifications to inform customers when store credit is issued, about to expire, or has been used. This proactive approach increases engagement and minimizes disputes.

4. Enable Customer Support Access: Train your support team to handle store credit inquiries efficiently. Provide them with tools to check balances, issue credit adjustments, and resolve disputes quickly.

5. Offer a User-Friendly Redemption Process: Ensure that customers can apply their store credit seamlessly at checkout. If using third-party apps, choose those that integrate well with Shopify’s checkout system.

6. Track Store Credit Transactions: Keep detailed logs of all issued, used, and expired store credit. Use Shopify reports, accounting software, or third-party apps to monitor trends and adjust strategies accordingly.

7. Encourage Customer Feedback: Allow customers to share their experiences using store credit. This can help you identify pain points, improve the system, and build stronger customer trust.

Common Questions About Store Credit in Shopify

Can Store Credit be Refunded to the Original Payment Method?

No, store credit is typically non-refundable and must be used for future purchases within the store.

Can Store Credit be Applied Automatically at Checkout?

Some apps allow automatic application of store credit, but Shopify’s native system requires manual input by customers.

What Happens if a Customer doesn’t Use their Store Credit?

Unused store credit remains in the customer’s account unless an expiration date is set. Businesses may choose to remind customers via email or promotional offers.

By leveraging the right Shopify store credit app and maintaining transparent policies, you can enhance customer retention and drive repeat purchases. Whether you're offering store credit for returns, rewards, or promotional campaigns, understanding how to add a client store credit in Shopify ensures a smooth process for both you and your customers.