WooCommerce Store Credit

This document refers to Store Credit v3. Please use this doc for help with v2.

WooCommerce Store Credit creates coupons that allow your customers to make multiple purchases with them until the credit is exhausted or the coupon expires.

Store credit coupons work like Gift cards. They are associated with a customer and their use can be restricted to specific products or product categories. It can also be used in combination with other coupons or individually.

Customers can even make purchases worth more than the remaining credit and just pay the difference at checkout.

Requirements ↑ Back to top

  • WooCommerce 3.4+

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go to “WordPress Admin > Plugins > Add New” and “Upload Plugin” with the file you downloaded with “Choose File”.
  3. Install Now and Activate the extension.

More information at: Installing and Managing Plugins.

Migration ↑ Back to top

If you already have installed a previous version of Store Credit, the extension will request you to execute a migration process to update the database to the latest version.

Store Credit updater notice
Store Credit updater notice

Note: We strongly recommend you to make a backup of your site and especially your database before executing the migration process.

The migration to Store Credit 3.0 will update your current settings and add some extra metadata to older orders and coupons to make them compatible with the new version, but it won’t modify the order balances.

Note: If you modify an older order with status as “Pending payment” or “On-hold” which contains “Store Credit” coupons, the order discounts will be updated to the new version of Store Credit. This process shouldn’t affect the order total. Although it could modify the order taxes if the coupons were applied with tax included. This is due to in previous versions of Store Credit, coupons with tax included only applied a discount to the order total. Since Store Credit 3.0, the discount is reflected in all the order balance, including taxes, shipping costs, etc.

Once the migration has finished, you are ready to use the Store Credit extension.

Setup and Configuration ↑ Back to top

Before starting, be sure you have enabled the WooCommerce setting “Enable coupons“.

Enable coupons in WooCommerce
Enable coupons in WooCommerce

Once the plugin is installed and activated, you can proceed to configure it. You will find the settings in “WooCommerce > Settings > Store Credit”.

Most of the settings are self-explained by their descriptions, but let’s take a look at some of them in more details:

Include tax ↑ Back to top

By default, the credit amount of a store credit coupon is entered with tax excluded and it works like a “fixed cart discount” coupon. That means it applies a discount to the whole cart (subtotal) and this discount also decreases the cart taxes.

For example, if the credit is worth $10 and the taxes of the cart items are 20%, the order total will be decreased by $12 ($10 direct discount + $2 of taxes).

You can opt to introduce the coupon amount (credit) with tax included by enabling the setting “Include tax“. That means the coupon credit will be applied to the order total, which includes tax, instead of the order subtotal.

For example: if the credit is worth $10 and the taxes of the cart items are 20%, the order total will be decreased by $10 ($8,33 direct discount + $1,67 of taxes).

In order to enable this setting, there are some requirements:

  • Enable taxes: Enable taxes in your store. You can find this option in “General > Enable taxes“.
  • Prices entered with tax: The setting “Tax > Prices entered with tax” must be enabled.
  • Round tax at subtotal: The setting “Tax > Rounding” must be enabled.

These two requirements are necessary to avoid possible discrepancies of $0,01 in the order total due to a low precision in the amounts and the tax rounding.

Besides, it’s also recommended to update WooCommerce to the latest version.

Apply to shipping ↑ Back to top

As its name indicates, enabling this setting allows the possibility of applying the remaining credit to the shipping costs.

For example: If we have a cart with a subtotal of $50 + shipping $10 and we apply a store credit coupon worth $55, the order total will be $5. Just the shipping costs after applying it a discount of $5, the remaining credit after applying a discount of $50 to the cart subtotal.

Coupon code format ↑ Back to top

This setting allows you to customize the coupon code format.

By default, the code is a combination of 16 letters and numbers. This ensures the generated code is random enough.

Optionally, you can add a prefix or a suffix to the generated code.

customize the coupon code format
Customize the coupon code format

The portion “{coupon_code}” will be replaced by the generated code. If this placeholder is not present, the generated code will be appended to the field value.

Note: Adding a prefix or a suffix to the format doesn’t affect the length of the generated code.

Create a coupon ↑ Back to top

To create a Store Credit coupon manually:

  1. Go to: WooCommerce > Coupons > Add Coupon.
  2. Select Store Credit in the dropdown next to Discount Type.
  3. Set the “Allowed emails” restriction in the “Usage Restriction” section.
  4. Publish the coupon.
Create a Store Credit coupon manually
Create a Store Credit coupon manually

When you select “Store Credit” as the discount type, new options will be displayed at the end of the form.

Additional options for a Store Credit coupon
Additional options for a Store Credit coupon

These options will use the global settings “Include tax” and “Apply to shipping” as the default values. Once you save the coupon, this configuration will be handled individually. That means the changes made on the global settings won’t affect this coupon, which will preserve its own values for these options.

Note: If you enable the option “Allow free shipping“, the option “Apply to shipping” won’t be available.

Note: Some of these options might not be present if the requirements to enable them are not satisfied. Check their requirements in global settings.

The remainder of the options is managed similarly to the other coupon types. More info at Coupon Management.

Keep in mind that a Store Credit coupon shouldn’t be shared among 2 different customers. Each of them needs to have a unique Store Credit coupon code. So, it’s very important you set the “Allowed emails” restriction with the customer’s email who will use the coupon.

Send Store Credit ↑ Back to top

The easiest way to create a Store Credit coupon and send it to a specific customer is doing the following:

  1. Go to WooCommerce > Send Store Credit.
  2. Enter the name or email address of the customer you wish to grant store credit, and the credit amount you wish to give.
  3. Click on the Send credit button.

The coupon is automatically generated using the global settings and restricted to the email address assigned. Besides, the customer will receive the coupon via email.

You can also enter the email of a non-registered customer. Once you enter an email in the “Customer” field, the select field will look for a customer associated with this email. If no customer is found, the email you entered will available as a selectable option.

The email will look similar to:

Send Store Credit email
Send Store Credit email

Customize the email ↑ Back to top

You can customize the email texts, including the subject and heading. Just follow these steps.

  • Go to “WooCommerce > Settings > Emails“.
  • Select “Send Store Credit“.
  • Edit the email settings and submit the form.
Send Store Credit email settings
Send Store Credit email settings

Override the email template ↑ Back to top

If the customization options offered by the email settings form are not enough, you can opt to override the email template in your active theme and apply all the changes you need.

To accomplish this, please, take a look at this article.

My Account ↑ Back to top

If the customer is logged in, he can check his available coupons visiting the “My Account” page. If there are available coupons, a new section will be added to the dashboard.

Store Credit section in the 'My account' dashboard
Store Credit section in the ‘My Account’ dashboard

Clicking on the link, the customer will see a list with the available coupons and the codes to redeem them.

List with the available Store Credit coupons
List with the available Store Credit coupons

Note: Exhausted coupons won’t appear on this list.

The templates used to display these views can also be customized in the same way you can customize the email templates.

Applying a coupon ↑ Back to top

As we mentioned before, each Store Credit coupon stores its own configuration, that means the way a coupon is applied may vary depending on its configuration (The credit include tax, it can be applied to the shipping costs, etc).

You can combine multiple Store Credit coupons in the same cart/order if their usage restrictions and limits are satisfied. Moreover, you can apply a Store Credit coupon in combination with native WooCommerce coupons.

Cart ↑ Back to top

You can apply a Store Credit coupon in the cart like any other coupon.

Store Credit coupon applied to the cart
Store Credit coupon applied to the cart

The order in which the coupons are applied in the cart depends on their discount type. For example, a “Percentage discount” coupon is applied before a “Fixed cart discount” coupon.

It doesn’t matter the order you enter the coupons in the cart, WooCommerce will sort them and reapply them in the correct order.

In our case, the Store Credit coupons are applied last. Besides, if multiple Store Credit coupons are applied, the coupons which have the option “Apply to shipping” enabled are applied after coupons which don’t have this option enabled. This way, we can maximize the credit used.

Order ↑ Back to top

If we are editing an order, we can also apply coupons to it. Just click on the button “Apply coupon” and enter the coupon code. On the same page, you can remove a coupon clicking on the “cross” located on the right side of the coupon code.

Note: Only order with status “Pending payment” and “On hold” support these operations.

Unlike the cart, orders apply the coupon discounts in the same order they were entered.

Order with a Store Credit coupon
Order with a Store Credit coupon

Please, pay attention to orders prices, which they are always displayed with tax excluded on this page.

Shipping discount ↑ Back to top

As we mentioned before, Store Credit coupons can apply a discount to the shipping costs if there is remaining credit after applying a discount to the cart items. The way this discount appears reflected in the order balance is with a negative shipping item.

Shipping discount applied by a Store Credit coupon
Shipping discount applied by a Store Credit coupon

This way, applying a discount to the shipping costs doesn’t break the order balance and the different reports.

Order details ↑ Back to top

After making a purchase, the store credit used appears in the order details.

Store Credit used in an order
Store Credit used in an order

The position of the row “Store Credit used” may vary depending on if the order prices were entered with taxes and/or if the amounts are being displayed with tax included.

Additionally, if an order is paid exclusively with store credit, then its payment method is set to “Store Credit“.

Coupons management ↑ Back to top

We have done a big effort to automate the management of the Store Credit coupons and reduced the operations which need the interaction of the merchant. In order to clarify how our extension works, here we detail some of these automated operations.

Restoring the credit of a coupon ↑ Back to top

The credit of the Store Credit coupons are handled by the extension and you don’t need to worry about restoring the credit of a coupon manually.

The credit is automatically restored when:

  • The order is cancelled, refunded or fails.
  • The coupon is removed from the order in the edit order screen.
  • The order items or taxes are updated and a part of the coupon discount is no longer necessary.

An example of a partial restore of a store credit coupon is when you decrease the quantity of an order item. Besides, if the coupon discount is no longer necessary, it’s automatically removed from the order and its credit is restored.

Note: If you decide to recover an order which contains restored store credit coupons, for example, changing its status from “cancelled” to “pending payment”, the store credit coupons will be removed from the order. This is due their credit were restored previously and these coupons are no longer valid. You can apply the coupons again with the “Apply coupon” option.

Removing exhausted coupons ↑ Back to top

We consider a Store Credit coupon is exhausted once its credit is zero. These coupons will be kept in the coupon list until they are no longer necessary.

Once all orders in which a Store Credit coupon was used have been completed. The coupon will be automatically trashed and can be safely removed. Knowing this, we strongly recommend not to send Store Credit coupons to the trash manually unless you are sure this coupon is no longer necessary.

Privacy ↑ Back to top

Following the WooCommerce guidelines for the treatment of the customers’ personal data, we have updated our processes to export and erase the Store Credit coupons’ data.

Export personal data ↑ Back to top

When a customer requests all the personal data collected in the store. The generated file will also include his active Store Credit coupons.

Personal data within a Store Credit coupon
Personal data within a Store Credit coupon

Erase personal data ↑ Back to top

On the other hand, if a customer requests to delete all his personal data from the store, all Store Credit coupons associated with the customer email will be removed if the option ‘Remove personal data from orders‘ is enabled. Otherwise, the coupon deletion will be skipped.

Remove personal data from orders and Store Credit coupons
Remove personal data from orders and Store Credit coupons

Note: If a Store Credit coupon has multiple allowed emails, the customer email will be removed from the list and the coupon will keep available for the other customers.

FAQ ↑ Back to top

Can I apply multiple store credit coupons to an order? ↑ Back to top

Yes, you can apply multiple “Store Credit” coupons in the cart or to an order and combine them with other native coupons.

In the cart, the “Store Credit” coupons will be applied after the WooCommerce native coupons. On the other hand, if we are in the order edit screen, the discounts will be applied in the same order the coupons were entered.

Troubleshooting ↑ Back to top

Coupons with tax included are applying a wrong discount ↑ Back to top

If after applying a coupon with tax included the order total has a discrepancy to the expected value. Follow these steps:

  • Be sure the option “Tax > Rounding” is enabled.
  • Be sure the option “Tax > Prices entered with tax” is enabled.
  • Update WooCommerce to version 3.7 or higher.

Wrong order balance after removing an item ↑ Back to top

When you remove an item (product, shipping, etc) from an order in the edit order screen, the order balance (total, taxes, etc.) might not match the new order state. On this case, it’s recommended to click on the “Recalculate” button to force a new calculation of the order totals and taxes.

Questions and Feedback ↑ Back to top

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