Plan the workflow
Represent customer credit context.
Credit workflow
Manage customer credit with sales, returns, and customer context.
Store Credit supports customer-value workflows close to customer profiles, sales history, returns, payment context, and reporting review.
customer balance railCustomersSales
Store Credit. Store Credit supports customer-value workflows close to customer profiles, sales history, returns, payment context, and reporting review.. customer balance rail.
Commerce workspace
customer balance railPOS checkout
Counter basket
Table serviceOpen
Counter saleReady
Online pickupQueued
CardCashReceipt
Daily sales status
OpenPayments readyClose review
Inventory signal
Availability needs attention
Site builder preview
Terminal ready
Printer online
Scanner linked
Capability workflow
Store Credit has one practical job: keep customer balance decisions traceable across sales, returns, and follow-up.
Store Credit supports customer-value workflows, usually close to customers, sales, and returns context.
Connect the records
Connect credit usage to customer and sales history.
Review and refine
Confirm operational and accounting treatment during rollout.
Connected capabilities
Store Credit connects to adjacent modules without becoming the same feature.
These relationships help explain the platform while keeping capability pages focused.
Customers
Customer profiles, order context, bookings, and engagement history.
Sales
Orders, selling workflows, receipts, and daily selling context.
Shipping and Payments
Payment state, fulfilment context, and customer-facing checkout readiness.
Reports
Operational reporting, daily close, and decision signals.
Common industry fit
Where Store Credit usually matters most.
Different industries use this capability in different operating models.
Clothing Stores
Catalog-rich retail for collections, sizes, colors, seasonal stock, customers, campaigns, and online presentation.
Catalog focus
Represent products through collections, sizes, colors, and variants.
Retail Stores
Product-first retail workflow for checkout, stock, customers, campaigns, and online presentation.
Retail floor focus
Sell from the floor while product and customer context stay visible.
Wellness & Beauty
Service package and customer-care workflow for bookings, profiles, gift cards, marketing, and payments.
Client care focus
Coordinate appointments, packages, and customer history.
Availability
Use Pricing for the full plan comparison.
Store-credit availability depends on selected plan and rollout scope.
Plan scope varies
Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.
Related customer engagement posts
Guides for planning customer value and follow-up workflows.
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Credit planning
Decide whether store credit belongs in your first rollout.
Then compare plan scope or map this capability to the industry workflow closest to your business.
Store Credit
Customer balance and credit workflows.
Industry fit
Clothing Stores, Retail Stores, Wellness & Beauty
Get workflow planning notes.
Receive concise workflow notes on evaluating capabilities, adjacent workflows, industry fit, and the next practical setup decision.