How to provide store credit for a refund

Refunds don’t always need to go back as cash. Store credit keeps the customer’s money in your store for a future purchase instead.

This doc covers how to send store credit to a customer after processing a refund. It includes setting an expiry date and previewing the confirmation email they’ll receive.

Smart Coupons lets you send store credit directly from the default WooCommerce Coupons dashboard, without manually creating a coupon code for each refund.

To offer a refund, first follow WooCommerce’s own refund documentation. Once the refund is processed, follow the steps below to send the store credit.

Steps to send store credits

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  1. Navigate to Marketing > Coupons.
  2. Select the “Send Store Credit” tab.
  3. In the “Send to” field, add the email address of the customer to whom you want to send the Store Credit coupon.
  4. Enter the amount that needs to be refunded in the “Worth” field.
  5. Enter an expiration date if necessary in the “Expiry Date” field.
  6. Enter the message in the “Message” field regarding the refund.
  7. Click on the “Send” button.

That’s it! The customer receives an email with their store credit coupon.

Preview email

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To check the email preview, click on the Preview Email button:

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