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Documentation/Smart Coupons for WooCommerce/Store Credits as gifts/refunds

Store Credits as gifts/refunds

Last updated on January 14, 2022

With store credits, your customers can purchase gift cards for themselves or email them as gifts to others. The plugin provides you with ample template options to choose from for your store credit vouchers. On the other hand, you could also offer store credit as a refund for a returned order without actually having to bear the sale loss.

  • Provides different varieties of gift card templates to choose from.
  • Displays gift card templates based on inbuilt category.
  • Setup credits with custom or predefined choice of denomination.
  • Apply the coupon either before or after taxes.
  • The coupon discount is reflected in all order elements (items, taxes, shipping costs, etc), not just the order total.
  • Customize coupon code format, emails, etc.

Set up store credit as gifts

  • Firstly, install and activate the plugin, navigate to the Smart Coupons > Store Credit
  • It consists of following sections:
    • General settings
    • Send store credit
    • Gift card templates

General settings

Purchase settings

Use templates for store credit: Choose yes to override the default coupon layout with templates. The same template will be used for email also. The selected template will also be used for email.

If you have chosen No, the gift card view will be as shown below:

Display templates by category: You can display templates by category on the purchase page.

Associate a product: Select a zero-priced simple product from the available list. You will have to create a zero-priced simple product prior to this setting for it to be available for selection.

Credit purchase options: Signifies purchase options for store credit.

  • The predefined option allows the admin to set specific amounts.
  • The custom option allows the customer to enter an amount of choice.

Minimum credit purchase: Enter a minimum value of the store credit that can be purchased using the associated product.

Set amount: Specify the predefined denomination values that must appear at the user end while purchasing store credit. You can set up store credits with customers’ choice of denomination.

Maximum credit purchase: Enter the maximum value of the store credit that can be purchased using the associated product.
While purchasing the store credit the minimum value and the maximum value by which the voucher can be purchased will be displayed at the front end of your store as seen in the preview.

Email store credit on order status: Emails store credit only for the selected order statuses.

Set amount: Specify the predefined denomination values that must appear at the user end while purchasing store credit. You can set up store credits with customers’ choice of denomination.

Apply store credit before applying tax

Enabling this option discounts the credit prior to calculating the tax. That is, calculates tax only on discounted value instead of actual value. For eg, if the order value is $110 and you apply a store credit of value $100, the tax will be applicable only on $10(order total after discount).

Coupon code format

Smart coupon for WooCommerce-Coupon format
Smart coupon for WooCommerce-Coupon format

The store credit email preview will be as shown below:

Purchasing store credit/gift card

Let us see the purchase of store credit done at the customer end. The store credit as a gift card will appear as shown below if the template options are chosen as Yes:

Smart Coupon for Woocommerce-Store Credit Product Preview
  • Users can choose the required design from the available templates.
  • Based on the settings configured by the store admin, either predefined denominations, custom amount field or both will appear to specify the amount. In the above picture, predefined denominations 100 to 2000 are available. To input an amount other than the available predefined denominations, specify it in the custom field.
  • Next, input the email id of the recipient and the message that should go with the gift, say Happy Birthday! Then key in the sender name.
  • Then, choose the date on which you’d want to send the gift.

Finally, move the store credit to the cart. Proceed with the payment as to how a normal product is purchased. Soon after you will receive an order confirmation email.

Redeeming a store credit

On receipt of the gift, one can purchase any products using the available store credit amount. The received mail will be as shown below:

Store Credit as Gift Card in email
Store Credit as Gift Card in email

The gift card receiver can redeem the store credit by purchasing some products from the store. He can use the code received via email to redeem them. One can redeem store credit vouchers in single or multiple purchases until their amount is over. He can also buy products worth more than the store credit value and pay the difference at checkout.

The customer can view the store credit history from My Account > My Store Credit section.

Smart Coupon for WooCommerce-My Store Credit Preview
Smart Coupon for WooCommerce-My Store Credit Preview

Email store credit/return refund to a customer

Navigate to the Email store credit section of the store credit window panel. You can manually email store credits of preferred value to customers of your choice. You can use it as a means to offer refunds in case of a product return or exchange.

Smart Coupon-Store Credit-Email Credit

Email credit consists of:

  • Email Address: Key in the email addresses of the recipients in this field to send store credits individually.
  • Credit Amount: Enter the store credit amount in this field.
  • Description: Optionally, add a message in the email voucher sent to the customer. You will also get the preview of the mail here.
  • Individual use only: Make the store credit voucher to not use in conjunction with other coupons by enabling the option.

Click on the preview to have a look into how the mail will appear. Finally, click on send email to mail the store credit vouchers to specified recipients.

The customer will receive an email that has the store credit coupon code in it. He will just have to use the code as they would with any other coupon code to redeem it for a refund.

Gift templates

Select one or more templates from the available options and add/delete custom templates for store credit. The templates will appear on the store credit purchase page.

Add/delete templates

Click on the ADD button to create a new gift card template. A new window opens up as shown below:

You can upload a template image of your choice to use as gift cards. Recommended size for the template is 852x400px.

Assign a category for the template. You can choose a category from predefined ones from the drop-down.

Pick a top and bottom color that will appear on the template. Finally, click on the Add new button to save the template.

You can also Delete a custom template if you don’t want that to appear at the front end.

Conclusion

To sum up, customers can purchase store credits for themselves or gift them to others for special occasions. One can redeem store credits in single or multiple purchases. Also, the store owners can use it for return refunds also.

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On this page

  • Set up store credit as gifts
  • General settings
  • Purchase settings
  • Apply store credit before applying tax
  • Purchasing store credit/gift card
  • Redeeming a store credit
  • Email store credit/return refund to a customer
  • Gift templates
  • Add/delete templates
  • Conclusion

This article posted in Documentation, Smart Coupons for WooCommerce, Store Credit and tagged woocommerce, woocommerce coupon, woocommerce coupon extensions, woocommerce coupon plugin, woocommerce store credit

Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

Comments (16)

  1. Paul

    April 28, 2022

    We want to have a woocommerce credit account system without coupons… we want to be able to add $5 to an account for eg signing up for an email or referring a friend. Can you tell me how we can do this? I have looked everywhere… Thanks

    Reply
    • Mike

      Mike

      April 28, 2022

      Hi Paul,
      Our plugin is designed to provide extended functionality to the default WooCommerce coupons and is able to provide discounts/store credits by means of coupons. Presently our plugin doesn’t offer any options to provide credits in the mentioned manner. Thanks for understanding.

      Reply
  2. Benjamin Boyce

    Benjamin Boyce

    April 9, 2022

    Hello i’m having an issue. Currently i have a 75% automatic discount running where people can’t enter other discounts. However i want them to be able to apply store credit. how is this accomplished

    Reply
    • Mike

      Mike

      April 28, 2022

      Hi Benjamin,
      You can apply store credit coupons along with the regular coupons by entering the store credit discount code in the respective coupon redemption field.

      Reply
  3. 克彦 佐々木

    克彦 佐々木

    March 4, 2022

    Hello
    With store credits, it only applies to one item, is this a specification?

    For example, if you purchase 5 items called A and use store credits, you will only be charged for 1 item. (Sufficient credit)

    Reply
    • Mike

      Mike

      April 28, 2022

      Hi,

      Presently the store credit coupons purchased can be applied to the whole cart. Product/category restrictions for purchased store credit coupons are not available for time being. However, as an alternative method, you can restrict products for store credits via the admin panel.

      Reply
  4. Raymond Shi

    Raymond Shi

    December 25, 2021

    Hello, when I set up the store credit feature, it won’t auto generate coupon codes, only a coupon with blank code. If I add a prefix or suffix, the coupon code generated have only the preset prefix or suffix, no auto generated part. How do I solve the issue?

    Reply
    • Mike

      Mike

      December 26, 2021

      Hi Raymond,

      Thanks for reaching out to us. We were not able to replicate the issue when we tested the same scenario on our end. Kindly mention the plugin version that you are using.

      Reply
  5. Niamh

    August 24, 2021

    Hi,

    Can store credit be used on shipping costs or only on products?
    For instance if a person has $30 store credit and only uses $20, can the use the remaining 10 on the shipping fee?

    Reply
    • Mark

      Mark

      September 1, 2021

      Hi Niamh,

      The store credit is only applicable to the product price. You can use the balance amount on another product but not on the shipping code. Sorry that we can’t be of assistance.

      Reply
  6. Marketing Dept

    Hunter M.

    July 8, 2021

    1. Can an admin deduct or change the value of the store credit later on?
    2. Does the store credit value on the backend change with every purchase?

    Reply
    • Mark

      Mark

      July 8, 2021

      Hi Hunter,

      Store credit coupons are saved in the back end along with regular coupons and therefore the amount can be edited. It is updated to reflect the balance value upon every purchase.

      Reply
  7. Ole Berger

    January 14, 2021

    Hi Guys, fortunately, I noticed before going live that Store Credits are created by default usage_limit = 0, i.e. infinite, is that intentional? Can I turn this off? I would like gift vouchers to be usable only once!

    Thank you!

    Reply
    • Mark

      Mark

      January 25, 2021

      Store credit amount/coupon can be used until the credit amount is exhausted. Eg: If a 100$ store credit is purchases, a user can use the store credit coupon to purchase a 10$ product and keep the balance 90$ in their store credit. He can use the coupon untill the full 100$ is used and for this implementation, the usage limit is set to null.

      Reply
  8. Jan Bezrouk

    Jan Bezrouk

    November 20, 2020

    Hi Dear, how can I design my own themeplate for Store Credit gifting coupon?

    Please advise,

    Reply
    • Mark

      Mark

      November 20, 2020

      Hi Jan,

      You can use below filter to unset default store credit template images and use your own custom image URLs.
      add_filter('wt_smart_coupon_store_credit_designs','wt_add_custom_template_into_store_credit',10,1);
      function wt_add_custom_template_into_store_credit( $credit_templates ) {
      unset( $credit_templates['happy_birtday'] );
      unset( $credit_templates['new_year'] );
      unset( $credit_templates['anniversary'] );
      unset( $credit_templates['christmas'] );
      // Change the default template image
      $credit_templates['general'] = array (
      'image_url' => '',
      'top_bg_color' => '#f5a640', // top section bg
      'bottom_bg_color' => '#f5a640', // bottom section bg
      );
      $credit_templates['custom_template_name_1'] = array (
      'image_url' => '',
      'top_bg_color' => '#f5a640', // top section bg
      'bottom_bg_color' => '#f5a640', // bottom section bg
      );
      return $credit_templates;
      }

      Reply

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