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Magento 2 Store Credit and Refund introduces store credits that can be beneficially utilized by shoppers towards purchases. The Admin can monitor transactions and other statistics of individual customers; refund orders automatically into store credits, apply credit on shipping and tax, send automatic store credit notifications by email, etc. 

Compatibility: Magento Open Source 2.4.X, Magento Commerce 2.4.X

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Product Page

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Installing Store Credit and Refund

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 4. In SSH console of your server navigate to your store root folder:

cd path_to_the_store_root_folder

run the following command: :

php -f bin/magento module:enable Aheadworks_StoreCredit

then:

php -f bin/magento setup:upgrade

after:

php -f bin/magento setup:static-content:deploy

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If you are installing an extension from Aheadworks for the first time, you need to add our composer repository to your Magento store:

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To install the extension:

2. Login to your ssh console and navigate to your store folder:

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 3. Run the following command to install the latest version of the extension:

composer require aheadworks/module-store-credit

if you need to install a specific version, run this command:

composer require aheadworks/module-store-credit:<version>

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4. Enable the extension:

php -f bin/magento module:enable <Module_Name>

Next, register the extension:

bin/magento setup:upgrade

Recompile your Magento store if you are in the Production mode:

bin/magento setup:di:compile

To verify that the extension is enabled, run this command:

bin/magento module:status

Clean store cache, by running the following command:

bin/magento cache:clean

Log out and Log in the backend again.

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To upgrade the extension:

5. To update or upgrade an extension:

Download the updated extension file. Take note of the module-name and version. Export the contents to your Magento root.

If a composer package exists for the extension, run one of the following.

composer update aheadworks/module-store-credit

composer require aheadworks/module-store-credit:<version>

Run the following commands to upgrade, deploy, and clean the cache.

php bin/magento setup:upgrade --keep-generated
php bin/magento setup:static-content:deploy
php bin/magento cache:clean

Introducing Store Credit and Refund

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Overview

Store Credit and Refund extension allows processing refunds and promoting additional sales with the in-store currency - the store credit:

• Automatic refunding of orders into store credit;
• Email notifications;
• Manual updates and mass actions;
• Credit balance at the store front pages;
• Prices, discounted by store credit;
• Credit checkout;
• Dedicated customer account section;
• Integration with Smart One Step Checkout.

Short Description

The extension introduces an in-store currency - the store credit. Store credits can be used to refund orders and award customers on various occasions. To issue a refund, the Store-owner proceeds to the credit memo of the order and clicks 'Refund' button, 'Refund to store credit' checkbox is ticked by default. The order is then refunded in full to the Customer, who can spend credits towards purchase of any product in the store.

On Backend, Store Credit and Refund offers two grids: 'Transactions' and 'Customers'. The former provides an overview of all credit transactions and allows adding/subtracting store credit from customer accounts either one by one or via mass actions. The Customers grid provides an overview of customer store credit balances. It, furthermore, comes with reference links to customer accounts.

On Frontend, the extension adds a dedicated section to the customer's account. In the 'Store Credit & Refund' section customer can track all credit transactions and subscribe to credit balance updates. In addition the store credit balance of the customer can be displayed in the header of all store pages. Moreover every product page can have a price discounted by the available store credit displayed.

Known Issues

Extension Settings 

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Before using the extension the Storeowner proceeds to the extension settings page that can be found at Stores > Configuration > Aheadworks Extensions > Store Credit and Refund.

General

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General settings control default extension's behavior and define how the store credit should be applied to orders:

• Allow applying Store Credit on Shipping - if enabled customers can pay for shipping with store credit;
• Allow applying Store Credit on Tax - if enabled customers can pay order taxes with store credit;
• Refund to Store Credit Automatically - if enabled the checkbox 'Refund to Store Credit' at the credit memo page is ticked by default allowing one click refunds.

Storefront

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Storefront section controls the extension's behavior on the Frontend and where the extension blocks are displayed:

• Store Credit Balance in Top Link - defines if the available store credit balance of the customer is displayed in the page header;
• Hide the top-link if Store Credit balance is empty - defines if 'Store Credit Balance in Top Link' is displayed if customer does not have store credit available;
• Display prices discounted by available Store Credit - defines if the notification on how much customer can save by paying with credit balance is displayed below product price.

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Email Notifications

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Email Notifications controls how the credit balance updates are delivered to customers:

• Subscribe Customers to Store Credit Notifications by Default - is enabled all customers will receive email notifications on credit balance updates;
• Sender - defines the email address from which all email notifications are sent;
• Balance Update - defines the email template of the balance notifications;
• Store Credit Balance Notifications Sent When - defines on what conditions the balance updates are sent:
  • Balance adjusted by admin;
  • Order cancelled;
  • Refund by Store Credit;
  • Reimburse of spent Store Credit;
  • Store Credit used in order.

To change the email template the Storeowner navigates to Marketing > Email Templates, creates new template and in the field 'Template' selects Aheadworks_StoreCredit > Balance update template to save as new.

Once done with the settings the Storeowner clicks Image Removed button to apply the changes made.

Issuing Refunds

Manual Transactions

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Store Credit and Refund extension supports manual transactions allowing the storeowner updating customer's credit balance whenever required. To manually update credit balance the storeowner navigates to Marketing > Store Credit & Refund by Aheadworks > Transactions.

Transactions grid comes with the following interactive elements:

• "Columns" button allows customizing the grid look by hiding, applying columns. Some columns may be excessive and some relevant to the current tasks;
• "Filters" button allows looking for particular transactions depending on the filters selected;
• "Defaoylt View" button allows saving the perfect grid look to quickly load it whenever required.

To add new transaction the storeowner clicks Image Removed button.

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Tracking Customer Balance

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For the performance tracking and understanding how many customers have active store credit balance the extension introduces Customers grid that can be accessed via Marketing > Store Credit & Refund by Aheadworks > Customers.

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The grid comes with the same interactive elements as Transactions grid. Here the storeowner can get an overview of the store credit earn-spent history and see if customer(s) is subscribed to the balance updates.

Customer Account Section

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Product Page

Thank you for choosing Aheadworks!