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How to Give a Customer Store Credit
Customer Group Examples Introduction to Customer Accounts
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How to Give a Customer Store Credit

This tutorial will show how the Modular Merchant shopping cart software can be used to grant specified customers store credit.

The Customer Editor in MMv4 is very powerful and flexible. A basic understanding of the Customer Editor and it's functions would be helpful for this tutorial.

In this example, it is important to note the following:
  • The customer's Credit term will be set for 30 days.
  • The customer's Credit Limit will be set for $100.
  • When the customer is logged in and completing the checkout process, the store will provide the option to pay with the credit account, provided the customer has not reached the credit limit.
  • The available credit will be automatically tracked by the storefront and displayed to the customer
  • The Credit Account section of the Customer Editor will automatically update as the customer uses the store credit
Setting the Credit Terms and the Credit Limit
  1. Go to the Customer Editor for the customer you would like to grant the store credit account to.  Go to Customers > Search Customers and click the  icon to edit the customer account.
  2. In the Credit Account section, the Has Credit option should be set to Yes. Once the Yes option has been selected, additional options will become available.
  3. In the Credit Terms field, enter 30 days.
  4. In the Credit Limit field, enter $100.00
  5. Click the Save Changes button at the bottom of the Customer Editor page.
  6. Test the store credit feature in your storefront area to verify that it is doing the desired behavior.  Do this by logging in as the customer, adding a product (under $100) to the basket, and continuing to the checkout.
What is displayed for the customer

If a customer has a credit account, the store will automatically provide a section to pay without credit card information. They will be presented with an option at checkout, under Payment Options there will be a button to Pay with My Credit Account.

The store will automatically keep track of and display the amount of the Customer Credit Account within the checkout area once the customer has logged in. The amount will also be tracked and updated in the customers My Account area of your store.

What the store administrator needs to do next

Orders placed on account will be recorded in your store records just like regular orders, with the exception that their Status of Payment is set to No.

It is the responsibility of the Store Administrator to follow up on orders placed on Customer Credit Account, to collect any unpaid funds and update the Status of Payment as Yes, after the funds have been collected.

If an order on the Customer Credit Account has placed has a Status of Payment  No after the number of days set in the Credit Terms field, then the customer will not be allowed to place any more purchases on their account until the outstanding balance is rectified.

If the total value of all the Customer Credit Account orders is over this credit limit, then they will be unable to place any more purchases on their account until the outstanding balance is rectified.

The Credit Limit takes the current purchase into consideration when checking the credit limit.

If a customer has a credit limit of $100.00, and has a previous unpaid order on file in the amount of $75.00, then they will be unable to place a new order on account greater than $25.00, until the previous unpaid balance is paid off.


— Last Edited - 10/18/2012 1:26pm PDT
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