> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/shopify/accounts.md).

# Accounts

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

Shopwaive balances are 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](https://www.shopify.com/blog/store-credit) is now supported and synced with Shopwaive. Bulk import balances with Shopwaive and target Shopify's native store credit balance.

{% hint style="success" %}
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, on the customer's account in Shopwaive (the **Store credit** card) or via Shopwaive's bulk import editor.
{% endhint %}

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2F5u6orkcamhWy4P3j7JQm%2FProfile.png?alt=media&amp;token=687ef68c-7d7b-47e8-9d70-9f44c2c90db7" alt="A customer&#x27;s account in Shopwaive"><figcaption><p>A customer's account in Shopwaive: the Shopwaive balance and the customer's Shopify store credit</p></figcaption></figure>

## How to give credit, step by step

{% hint style="info" %}
This guide assumes you already installed Shopwaive on your Shopify store, staging, or development store as outlined in the [prior steps](/shopify/install.md). Confirm you can access the Shopwaive app in the Shopify admin before proceeding. See [Installation](/shopify/install.md) for more details
{% endhint %}

<details>

<summary>Step 1: How do I give credit?</summary>

* Within the Shopwaive app admin, import existing customer accounts using the [Bulk import editor](/shopify/accounts/import-accounts.md) or search for your customer by email on the <mark style="color:blue;">**Customers**</mark> page. On the customer's row, click <mark style="color:blue;">View account</mark> (on a narrow screen it is under the three-dot menu)
* Edit the customer's **Balance**, **Transaction note** or expiration date and click **Save and close**, or click **Send email** to email the customer (this needs an authenticated [branded sending domain](/shopify/install/setup-branded-email.md)). Or, [create an Offer](/shopify/offers.md), make an [API request](https://api.shopwaive.com/), or [connect a Shopify Flow](/shopify/shopify-flow.md) to create deposits or debits. With Offers switched on, the Balance field is locked: change the balance with an offer, a bulk import, the API or a Flow. Once you make edits to a customer account, if an account does not already exists a Shopwaive credit account is automatically created
* Optionally, connect [Klaviyo](/shopify/email-and-campaigns/klaviyo-email-and-sms.md). Klaviyo balance sync shows on every store, under **Settings** > **Integrations**. One Klaviyo private API key connects it, and each customer's balance is kept on their Klaviyo profile as `shopwaive_balance`. After you give credit or update accounts with the [bulk import editor](/shopify/accounts/import-accounts.md), show the new balance in Klaviyo emails and SMS, or trigger a flow from a segment built on it

</details>

{% hint style="info" %}
Launching a Headless commerce site with [Shopify Plus](https://www.shopify.com/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](https://api.shopwaive.com/). See [Headless commerce](/shopify/install/headless-commerce.md)
{% endhint %}

{% hint style="success" %}
Related topic: Setup [Shopify Flows](/shopify/shopify-flow.md) where you can create deposits or debits to customer accounts on a recurring schedule (i.e. 1st day of the month). For a loyalty program, use the [Loyalty](https://docs.shopwaive.com/shopify/loyalty) page in Shopwaive: it needs no Shopify Flow. 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*)
{% endhint %}

<details>

<summary>Step 2: How do customers redeem their credit?</summary>

**Shopify Plus**

Shopify Plus merchants can choose to use the [Shopwaive Checkout extension](/shopify/checkout-extensions.md), where a convenient <mark style="color:blue;">**Redeem**</mark> 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](/shopify/shopify-pos.md)

**Basic, Grow 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](/shopify/install.md) 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
* To let customers combine credit with a discount code, open **Settings** > **Popup** in the Shopwaive app, tick <mark style="color:blue;">**Show discount field**</mark> and click **Save**. 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 <mark style="color:blue;">**Apply to checkout**</mark> to generate a Checkout link
* Customers click <mark style="color:blue;">**Go to checkout**</mark> to be routed to checkout with selections applied

</details>

## Expiration dates

Turn expiration on under **Settings** > **Theme** > **Expiration**, then choose a type:

* **Single expiry date**: one date expires the customer's total balance.
* **Multiple expiry dates**: each amount added by an Increment import, an offer or the Shopwaive API can carry its own date.

An expiration date is optional. Set it on a customer's account (**Set balance expiration date**) or in the **Expiry** column of an [import](/shopify/accounts/import-accounts.md). In both places the date must be after today.

Turning the setting on does not expire amounts whose date passed while it was off.

Have questions on any specific features? [<mark style="color:blue;">**Contact us**</mark>](mailto:support@shopwaive.com)