Store
Credit and cashback
Give back part of every purchase as store credit, give or take a customer's balance, and track where every real of credit went.
Give back part of every purchase as store credit, give or take a customer's balance, and track where every real of credit went.
Credit is a balance customers use as a discount at checkout on the store website. It comes from cashback (part of every purchase that goes back to the customer’s wallet) or from the team, which can give credit as a prize or compensation. People with a balance come back to the city to spend it. This page is for whoever runs the store and customer support.
| Action | Level |
|---|---|
| Balances and movements | View |
| Give and remove credit | Manage |
| Cashback rules | Configure |
See Team and permissions.
In Store → Credit, click Turn on cashback (or Cashback rules).
Turn on Give cashback on purchases.
Under How much comes back, pick 2%, 5%, 10% or 15%, or click Other to type another percentage (up to 50%).
Under Limits, fill in Minimum order and Maximum per order, or leave them blank for no limit.
Under When the credit is released, pick Right away or after 7, 14 or 30 days. Under Validity, pick 30, 60, 90 or 180 days, or Never expires.
Under Use at checkout, pick how much of an order credit can pay: Whole order or Up to 25%, Up to 50%, Up to 75%.
Check Simulate a purchase and click Save rules.
| Field | What it does | Default |
|---|---|---|
| Give cashback on purchases | On, every paid order earns credit by the rules. Off, nobody earns new credit, and existing balances stay valid. | Off |
| How much comes back | The percentage of what was paid for the order that becomes credit. 1% to 50%. | 5% |
| Minimum order | Orders under this amount earn no credit. | No minimum |
| Maximum per order | The most credit one order can earn. | No cap |
| When the credit is released | How many days after payment the credit can be used: Right away, 7, 14 or 30 days. Until then, it shows as To release. | 7 days |
| Validity | How many days the credit lasts, counted from when it’s released: 30, 60, 90, 180 days or Never expires. | 90 days |
| Use at checkout | How much of an order credit can pay. The rest goes on Pix or card. | Whole order |
Example with the default rules: a paid R$ 100,00 order gives back R$ 5,00, released 7 days later and expiring 90 days after release.
In Store → Credit, click Give credit and look up the customer in Find a customer…. You can also open the customer in Store → Customers and click Give credit or View statement.
Under Adjust balance, pick Add or Remove and type the Amount. To remove everything, click All ([amount]).
Under Reason, write why (e.g. “event prize”). To remove credit, the reason is required.
When adding, pick the Validity: the store’s default, 30 days, 90 days or Never expires.
Click Give [amount] or Take [amount].
| Field | What it does | Default |
|---|---|---|
| Add or remove | Gives or takes credit. | Add |
| Amount | How much, in reais. Above zero and up to R$ 100.000,00. To remove, the customer needs that much balance available. | Empty |
| Reason | Up to 160 characters. Optional to add, required to remove. Shows on the statement. | Empty |
| Validity | Only when adding: the cashback rules’ default (Default: [n] days or Default: never expires), 30 days, 90 days or Never expires. | Store default |
Credit given by the team is released right away. On the statement, it shows as Given by [name] or Removed by [name].
At the top of the page:
| Number | What it shows |
|---|---|
| Balance in circulation | Available credit across all customers: what the store owes in discounts. Also shows how much is to release and how much expires in 7 days. |
| Added in 30 days, Spent in 30 days, Expired in 30 days | Last month’s movement, with a chart of the last 8 weeks. |
| Where the credit went | Of everything ever given: Spent on purchases, Available, To release, Expired and Removed. |
| Cashback on every purchase | The current rules (On or Off), with Edit rules. |
Below, two tabs:
Click a customer to see their Statement, with the tabs All, Earned, Out and Expired.
| Movement | When it happens |
|---|---|
| Cashback from order #[number] | A paid order earned cashback. |
| Spent on order #[number] | The customer used balance on an order. |
| Returned from order #[number] | The order that used balance wasn’t paid (it expired or was canceled), and the balance came back. |
| Given by [name] | A team member gave credit. |
| Removed by [name] | A team member took credit back. |
At checkout on the website, anyone with a balance sees Use wallet balance, already on, with [amount] available and, when there’s a limit, up to [amount] on this order. The summary shows a Wallet balance line. If the balance covers the whole order, the button becomes Complete with your balance and there’s nothing else to pay.
I turned cashback off. Do customers lose their balance? No. While it’s off, nobody earns new credit, but existing balances stay valid until they expire.
Can I take back credit I gave by mistake? Yes. Open the customer, pick Remove, type the amount and the reason. You can only take balance that’s available.
Can credit be turned into money? No. Credit only works as a discount on purchases in the store.