Customer Management

View and manage customer credit balances, transaction history, and perform bulk operations.

Customer List

The Customers page shows all customers who have or have had store credit.

Search

Search for customers by name, email, or Shopify customer ID. Results update as you type.

Filter

•Has Balance: Show only customers with current credit balance
•Expiring Soon: Customers with credit expiring in the next 7 days
•Zero Balance: Customers who used all their credit or never had any

Sort

Sort the customer list by:

  • • Customer Name (A-Z or Z-A)
  • • Balance (Highest to Lowest or Lowest to Highest)
  • • Last Transaction Date (Newest or Oldest)

Customer Detail Page

Click any customer to view their complete credit history and make manual adjustments.

Overview

• Current Balance: Total available credit

• Total Earned: Lifetime credit awarded

• Total Spent: Lifetime credit redeemed

• Pending Approval: Credit awaiting manual approval

Add Credit

Manually add credit to a customer's account. Required fields:

  • • Amount: How much credit to add
  • • Reason: Internal note (e.g., "Apology for delayed shipment")
  • • Expiration: Optional custom expiration date
  • • Notify Customer: Send email notification (recommended)

Deduct Credit

Remove credit from a customer's account (e.g., for fraud prevention or corrections).

Note: You can only deduct up to the customer's current balance. This action cannot be undone.

Transaction Timeline

Complete history of all credit transactions for this customer:

+$25.00 Credit Added

Rule: 5% Back on All Orders

Order #1234 • Dec 15, 2024

-$15.00 Credit Used

Order #1250 • Dec 20, 2024

+$50.00 Manual Credit

Reason: Apology for delayed shipment

Added by Admin • Dec 22, 2024

Bulk Operations

CSV Import

Import credit balances for multiple customers at once. Perfect for migrating from another system.

Steps:

  1. Download the CSV template
  2. Fill in customer emails and credit amounts
  3. Optionally add expiration dates and notes
  4. Upload the CSV file
  5. Review the preview and confirm

CSV Export

Export customer credit data to CSV for reporting or backup purposes.

Export includes:

  • • Customer name and email
  • • Current balance
  • • Total earned and spent
  • • Next expiration date
  • • Last transaction date

Bulk Email

Send email notifications to multiple customers about their credit balances. Filter by balance amount or expiration date to target specific groups.