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How to Create, Send and Schedule WooCommerce Store Credit

Learn how to create store credit in WooCommerce to win back customers. This blog also explores the scenarios for offering store credit & gift cards to boost sales. ️

WooCommerce store credit best plugin

Last updated on June 26, 2024

Looking to boost customer loyalty, incentivize purchases and generate early revenue?

Look no further! WooCommerce store credit is your secret weapon!

In this guide, we’ll walk you through everything you need to know about store credit in WooCommerce – from creating store credit and sending it directly to customers to even scheduling delivery for a special touch.

Read on for the step-by-step guide on how to create, send and schedule store credit in WooCommerce.

How does store credit benefit WooCommerce stores?

Store credit has many synonyms, including gift cards, gift vouchers, account funds and gift certificates. These help incentivize purchases, lead to timely cash flow and raise brand awareness.

The cycle of returns can be frustrating. Customers aren’t happy and products end up back on the shelf, disrupting inventory flow. This becomes a retailer’s worst nightmare: a constant battle to balance customer satisfaction with profitability.

That’s when store credit comes in handy, a clever counterpart of traditional cash refunds. Alongside, store credit simplifies return hassles.

Instead of a cash refund, you issue a credit your customer can use towards future purchases. It’s like a virtual gift card – they get a set amount to spend on your store until it runs out or expires.

You can also create store credit/gift cards that customers can purchase from your store and also send them to their near and dear ones.

It’s a win-win!

Why is store credit a must-have?

  • Turn frowns upside down: Compensate customers for returns without losing their business.
  • Boost repeat purchases: Give them a reason to come back and shop again with their credit.
  • Attract new customers: Offer store credit as promotions or incentives to draw in new shoppers.
  • Get paid upfront: Generate revenue even before a sale is made with customers purchasing store credit.

While WooCommerce doesn’t offer built-in store credit functionality, multiple plugins can add this valuable feature to your store.

And one of the most popular WooCommerce store credit plugins is Smart Coupons by StoreApps.

Using the Smart Coupons plugin, you can create and send store credit to your customers. Or your customers can buy store credit for themselves or for their loved ones, allowing them to make purchases later on in your store.

Now that you get the picture as to why store credit is important for your business, let us move on to the next aspect.

How to create a store credit in WooCommerce?

Similar to creating discount coupons, Smart Coupons lets you issue store credit with ease! You can create and issue a store credit of any amount.

Moreover, you can create store credit of fixed amounts, fixed denominations and even offer store credit at a discounted price.

Steps to create a store credit of any amount

We’ll first see how to create a simple store credit of any amount having a validity that you can issue to your customers. So you need to create a coupon and a product.

Here’s how:

Create the store credit coupon:

  1. Head to your WordPress admin dashboard > Marketing > Coupons > Add Coupons.
  2. Generate a unique code (no spaces) or enter your own.
  3. Select Store Credit / Gift Certificate as the discount type.
  4. Leave the coupon amount blank.
  5. Enable the Coupon Value Same as Product's Price? option.
  6. Publish the coupon.
WooCommerce store credit coupon setup

Create the product:

  1. Go to Products and add a new Simple Product (or edit an existing one).
  2. Choose a clear title like "Store Credit / Gift Certificate".
  3. Leave the Regular Price and Sale Price fields blank – the value is set in the coupon.
  4. Mark the product as “Virtual” if it shouldn’t have shipping costs. (Optional).
  5. Under "Coupons," search for and select the coupon you just created. This links the product to the credit value.
  6. Publish the new product (or update the existing one) to make it available.
create product and link store credit coupon

Done! Your customers can now purchase store credit on your website.

Simple, fast, and effective!

As mentioned before, you can also create various types of store credits like:

The magic doesn’t just end here. Your customers can also schedule store credit or gift cards for a later date to send to their loved ones.

How to schedule store credit?

When customers buy store credit or coupons in your WooCommerce store, they can:

  • Treat themselves: Use the credit for their shopping spree.
  • Spread the joy: Forward the credit to friends, family, or loved ones – immediately or schedule it for special occasions.

Your customers can make store credit a memorable gift by surprising the recipients with credit delivered on their birthday, anniversary or any special occasion.

Here’s how they can do it:

  • Choose the gift amount: On the gift card product page, enter the desired amount.
  • Multiple recipients (optional): Want to split the credit? Simply adjust the quantity (e.g., quantity 2 for $300 gifts to two people).
  • WooCommerce gift card of any amount
  • Checkout & gifting options: Add the credit to the cart and proceed to checkout. Choose Gift to someone else to personalize the gift:
    • Send to a single recipient or multiple recipients.
    • Schedule delivery.
    • Include a personal message for the recipient(s).
  • scheduling gift cards in Smart Coupons
  • Complete purchase: Make payment, and the gift card(s) will be delivered as chosen – instantly or on the scheduled date.

Once purchased, the store credit/gift certificates are emailed directly to the recipients!

How to send store credit via email?

Now, you as an admin or store owner can directly send store credit to customers via email.

For example, a customer Steve is requesting a refund as he is unhappy using your product, priced $99. With Smart Coupons, you can easily send a store credit for a refund.

  • Full or partial credit: Match the $99 refund amount, offer a portion as credit, or even incentivize with a higher value.
  • Direct email delivery: Send the store credit electronically from your WordPress dashboard.

Here are the steps:

  1. Go to your WordPress Admin panel > Marketing > Coupons > Send Store Credit.
  2. Under Send to, enter the recipient’s email address.
  3. Under Worth, enter the store credit amount, $99 in this case.
  4. Under Expiry Date, set the store credit expiry (optional).
  5. Write the message for the user for the purpose of sending store credit (optional).
  6. Click on the Preview Email button to see how the store credit email will look.
  7. Click on Send to send the store credit immediately.
WooCommerce store credit refund via email steps

By offering store credit via email, you can turn potential customer churn into future loyalty.

store credit for refund in email

The customer will receive the store credit in the email.

Try the live demo

Best WooCommerce store credit applications to boost sales

This guide explores insightful strategies for utilizing store credit in your WooCommerce store, powered by Smart Coupons.

Retain loyal customers

Imagine you have 10 top loyal customers. With Smart Coupons, you can simply email the store credit to these customers at once.

Boost sales with discounted store credit

A smart way to earn money in advance. Consider you are offering a $500 store credit at just $400. This is an indirect way of offering a discount of 20%. The best part of this is you are earning a high-end customer.

Offer store credit for cancelled bookings

Issue a store credit equivalent to the refund amount when cancellations occur. Here’s how to set it up.

Short-term store credit for recent customers

Recent customers are more likely to purchase again. So why not attract them with something they like?

In this case, you can email a store credit with a validity of one month to your recent customers acquired within three months (you need to manage this on your own). The urgency of credit getting expired will nudge customers to make a purchase.

Control store credit usage

Control how customers use store credit with Smart Coupons. Exclude best-sellers or specific payment methods to incentivize purchases without sacrificing profits. It’s a win-win for you and your customers!

Use store credit to reduce shipping costs and taxes

No one likes charges on free shipping even if it is 100 cents. But if customers have a store credit, they can redeem that on shipping charges and taxes and reduce the overall order cost.

Combine store credit with other coupons

You want to make the deal sweeter. So you can allow store credit to get applied along with other coupons. On the other hand, if you don’t want to overspend, restrict other coupons from getting applied except the store credit.


WooCommerce store credit is no longer a ‘good-to-have’ – it’s a must-have for any store that wants to thrive in today’s competitive landscape.

Customers with store credit are likely to spend more to gain high monetary benefits. It fosters a sense of ‘future shopping money’ and keeps customers returning for more.

Ready to unlock the power of store credit?

Look no further than Smart Coupons. Smart Coupons offers tons of possibilities beyond store credit:

  • Auto-apply coupons.
  • Restrict coupons based on attributes.
  • Restrict coupons based on location, payment methods, taxonomy, email address.
  • Set maximum discount limit on percentage coupons (e.g., 40% Off up to $40).
  • URL coupons.
  • Issue free product as a gift using coupons.
  • Compatible with WooCommerce Subscriptions.

and a lot more…

So, an all-in-one coupon solution is a better option for lifetime sales. If you agree, the Smart Coupons plugin is for you.

Get Smart Coupons

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