Set Up Store Credit Permissions and Settings (How-To)

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Summary

This article shows you how to control who can add store credit, whether customers can buy it, and where it can be used.

Steps

Control Staff Permissions

To choose which employees can add store credit to an owner's account:

  1. Go to Reports & More » Groups.
  2. Turn the Can Add Store Credit permission on or off for each user group.

User permissions table with roles.

Important: This permission controls only who can buy store credit on an owner's account. It does not stop users from using store credit as a payment method or refunding to store credit. Turn this permission on for at least one user group.

Allow Customers to Purchase Store Credit

To choose whether customers can buy store credit in the Customer Portal:

  1. Go to Admin » Payment and Purchase Options.
  2. Find Allow Customers Store Credits and turn it on or off.

Store credits toggle enabled

Important: Customers can buy store credit in the Customer Portal only if your app uses Gingr's integrated credit card processing, no matter how you set this option. See Configure Payment Processing.

Limit Store Credit to Purchase Location

Admins can limit store credit use to the location where the customer bought it.

  1. Go to Admin » Check Out Options.
  2. Find Limit Store Credit to Purchase Location.
Limit Store Credit to Purchase Location setting.
  1. Turn the setting ON or OFF.

When it is on, customers can use store credit only at the location where they bought it. This keeps your financial tracking accurate for each location. The setting is off by default, so store credit works at all locations.

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