Accounts

Get started with Shopwaive by importing existing customer accounts, issue refunds with store credit, and much more

Store credit is compatible with all Shopify Themes and can be used with both Shopify and Shopify Plus subscription plans.

New! Shopify's Store Credit Primitive and API is now supported and synced with Shopwaive. Bulk import Store Credit with Shopwaive and target Shopify's native store credit balance.

Shopify's native store credit is an independently developed solution that can be used along with Shopwaive balances to unlock powerful combinations and flexibility with order payments, loyalty, refunds, and offers. With Shopwaive, we sync your customer's Shopify store credit balance and display it in their Customer profile page in Shopwaive. Then you can make edits in the Shopify Admin or via Shopwaive's bulk import editor.

Shopwaive balances and Shopify's new Store Credit Primitive and API shown in customer profiles

How to Give Store Credit — Step-by-step:

This guide assumes you already installed Shopwaive on your Shopify store, staging, or development store as outlined in the prior steps. Confirm you can access the Shopwaive app in the Shopify admin before proceeding. See Installation for more details

Step 1: How do I give store credit?

• Within the Shopwaive app admin, import existing customer accounts using the Bulk import editor or search for your customer by email using the Customers dashboard. Click the customer in the list or click the ellipsis to View account

• Make edits to your customer available balance, notes, expiry date or send an email notification. Or, create an Offer, make an API request, or connect a Shopify Flow to create deposits or debits. Once you make edits to a customer account, if an account does not already exists a Shopwaive credit account is automatically created
• Optionally, connect a Klaviyo flow to automatically send customers an email or SMS message once you give them credit or make updates to their account. When used with the bulk import editor, this feature can unlock powerful work flows. You can update customer account data in seconds, which automatically triggers an email sent to your customers with backlinks to your store encouraging them to redeem their credit

Launching a Headless commerce site with Shopify Plus or want to integrate Shopwaive with your existing framework? Shopify Plus merchants and developers can programmatically create deposits, debits, and order links with the Shopwaive API. See Headless commerce

Related topic: Setup Shopify Flows where you can create deposits or debits to customer accounts on a recurring schedule (i.e. 1st day of the month). You can even create your own Cash Back Loyalty program. The options are unlimited and can be as complex as you prefer. For example setup a Shopify Flow when an Admin user or customer from a Segment takes action (i.e. Admin creates a Draft order or Customer from a tagged-defined segment purchases a product from a collection with a minimum order value)

Step 2: How do customers redeem store credit?

Shopify Plus

Shopify Plus merchants can choose to use the Shopwaive Checkout extension, where a convenient Redeem button placed at checkout enables customers to redeem with one-click

Shopify POS

An employee or cashier uses the Shopwaive Smart Grid tiles to view and apply a customer's available balance, offers, or gift card to the Shopify POS cart at the time of purchase. See Shopify POS

Basic and Advanced Shopify Plans

• Customers will log into their account they created on your website. If the customer has a Shopwaive credit account (after completing all previous steps, see Installation for details), the Shopwaive widget appears at the bottom of the page

• Before or after logging in, customers add items to their cart

• Your customers have the option to redeem their full available balance or apply partial credit towards a purchase. By clicking the popup, customers can apply any amount to their checkout

• If customers choose to combine credit with a discount code, you can enable the Combinations setting by opening the Shopwaive app and clicking the Settings menu button. Once in the Settings panel, enable Combinations. Now, two text fields appear in the Shopwaive popup, the top field the customer enters the amount they wish to redeem, and the bottom field they enter the case-sensitive discount code. Then they click Apply to checkout to generate a Checkout link

• Customers can click the Checkout button to be routed to checkout with selections applied

Have questions on any specific features? Contact us