In this Article
Add an Account Credit Payment Method
Customer accounts can recieve store credit when an item is returned. This credit can then be used to pay for future purchases. To set up an account credit payment method:
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In your Maropost Commerce control panel navigate to Settings & Tools > Payment Methods.
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If Account Credit is not listed, click the Add New Method button at the bottom of the page, and select it from the options.
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If account credit is available, customers will be offered the option to use the available credit during checkout. They will need to enter the amount of credit they wish to use and click apply. If the order total is more than the available credit used, the balance will need to be payed using another available method, befor checkout can be completed.
Please Note: Customers will need to be logged in to view their available credit, and use it in checkout.
Tip:Customers can also check their account credit and pay for existing orders by logging into their account on your website.
Customers with account credit will now be able to select account credit in checkout and their account to pay for their orders.
Add a Credit Limit to a Customer
To add a customer a credit limit:
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In your Maropost Commerce control panel navigate to Customers > View customers & prospects and click on the customer you wish to edit or alternatively create a new customer.
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Scroll down to Payment details and set the Default Invoice Terms for the payments, eg. 30 days from invoice due date.
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Scroll down to Account section and set a Credit Limit amount for the customer.
Tip: Customers will never be able to spend more than their credit limit allows. If they make a purchase that goes over their limit the order will be on-hold for you to review and contact the customer.
Customers will now be able to check out on account credit to that maximum limit. You can see the balance on the right hand side of the customer card.
Use Account Credit in the Control Panel
If you are creating a new order on behalf of the customer through your control panel, their account credit can be used to pay for the order.
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Add a sales order through the control panel. If you're unsure how, follow the steps in this article.
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At the bottom of the sales order, under the payment section, select payment with Available Credit.
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Enter the amount of account credit the customer wishes to use.
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Click the Apply Payment To Order button. If there is still an amount outstanding the balance can be paid by credit card or an offline payment method.
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