Customers Transactions

Customers Transactions

go to the Sales → Customers → Edit Customer

Manage and monitor store-credit activity associated with a customer account. This is separate from standard order/payment history. Transactions here refer only to credits or debits applied to a customer’s balance (for example, refunds issued as store credit or credit adjustments). Gateway payments (like PayPal or Stripe) are not recorded here.

 

Transactions in Admin

Path: Sales → Customers → Edit Customer → Transactions tab

On the customer’s edit page you will see a Transactions tab showing the full history of store-credit movements for that account. You may add credits, subtract them, or refund in the form of store credit from here. You can also access the broader Transaction Report for the entire store.

 

In addition to per-account transactions, administrators can view all stores' Transaction Report

 


 

 

Transactions on Storefront

Customers can view and apply their store-credit balances during checkout.

When a customer has a positive credit balance, the “Apply” button will appear in the checkout workflow so they can use their credit.

 

 

 

Customers may also view their full transaction history by going to My Account → Transactions.

Transactions here do not reflect payments processed via external gateways; those show under Orders/Invoices, not in Customer Transactions.

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