Give store credit instead of a refund
If the customer would rather keep the money with you for a later purchase, there are two ways to do it.
Option 1: a gift card
- Open Gift Cards and click Create Gift Card. Enter the amount they paid and their email, then click Create Gift Card.
- Give the customer the code that appears. The store does not email it for you.
- Set the order's status to Cancelled without running a refund.
- Add a note on the order saying it was converted to store credit, with the gift card code.
The customer uses the code at checkout. See Gift cards.
Option 2: a one time promo code
- Open Promo Codes (left menu, under Products) and click New Code.
- Enter a Code, choose Dollars off and enter the amount they paid.
- Under who can use it, choose One customer and enter the customer's email, so nobody else can use it.
- Set Total uses to 1, then click Save Code.
- Send the customer the code. They use it on a new order at checkout, in Have a promo code or gift card?.
- On the original order, add a note saying it was replaced by store credit, with the code, then click Mark Complete. A completed order is locked, so automatic fulfillment will never order it again.
More help
Still stuck? Email support@2adata.com and tell us which article you were reading.
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