# 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. Source: https://fivedash.fivex.gg/docs/en/store/credit **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. ## Before you start * **Plan:** Credit opens from the **Pro** plan up (Pro and Ultra). * **Open store:** the store must be set up. See [Store overview](https://fivedash.fivex.gg/docs/en/store/overview). * **Customers with Discord:** credit lives on the customer's account, meaning someone who signed in to the store with Discord. See [Customers](https://fivedash.fivex.gg/docs/en/store/customers). * **Where:** **Store → Credit**. | Action | Level | | ---------------------- | ------------- | | Balances and movements | **View** | | Give and remove credit | **Manage** | | Cashback rules | **Configure** | See [Team and permissions](https://fivedash.fivex.gg/docs/en/dashboard/team-and-permissions). ## Turn on cashback ### Open the rules In **Store → Credit**, click **Turn on cashback** (or **Cashback rules**). ### Turn it on Turn on **Give cashback on purchases**. ### Pick how much comes back Under **How much comes back**, pick 2%, 5%, 10% or 15%, or click **Other** to type another percentage (up to 50%). ### Set the limits Under **Limits**, fill in **Minimum order** and **Maximum per order**, or leave them blank for no limit. ### Pick when it's released and how long it lasts 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**. ### Pick the use at checkout 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%**. ### Save Check **Simulate a purchase** and click **Save rules**. ## Cashback 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** | > Waiting a few days before release gives the team time to act if a payment is refunded or charged back before the credit is used. ### How cashback is worked out * It applies to the **amount paid** for the order, after coupons, offers, creator code and any wallet balance used. * The amount is rounded down to the cent and stops at the **Maximum per order**. * The credit comes in when the payment is approved, as a **Cashback from order #\[number]** movement. * At checkout, the buyer sees how much they'll earn: "You get \[amount] back in your wallet". 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. ## Give or take a customer's credit ### Pick the customer 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**. ### Adjust the balance Under **Adjust balance**, pick **Add** or **Remove** and type the **Amount**. To remove everything, click **All (\[amount])**. ### Give the reason Under **Reason**, write why (e.g. "event prize"). To remove credit, the reason is required. ### Pick the validity When adding, pick the **Validity**: the store's default, 30 days, 90 days or **Never expires**. ### Confirm 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]**. ## Track credit 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: * **Customers with a balance:** columns **Balance**, **To release**, **Expires** and **Last activity**. Search by **Name, @discord or Discord ID**. * **Activity:** columns **When**, **Activity**, **Status** and **Amount**. Filter by **All**, **Cashback**, **Spent**, **By the team** or **Expired**. Click a customer to see their **Statement**, with the tabs **All**, **Earned**, **Out** and **Expired**. ### Movement types | 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. | ## How buyers use credit 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. * The balance that expires soonest is used first; balance that never expires is used last. * If what's left to pay would be under R$ 1,00, FiveDash uses a bit less balance so the charge is at least R$ 1,00. * If the order isn't paid, the balance used goes back to the wallet. * The buyer sees their balance and statement under **Your account**, on the store website. > Credit is only used at checkout on the store website. The Discord cart doesn't take wallet balance. ## FAQ **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. ## Next steps [Customers](https://fivedash.fivex.gg/docs/en/store/customers)Each buyer's sheet. [Orders](https://fivedash.fivex.gg/docs/en/store/orders)Payments and deliveries. [Coupons](https://fivedash.fivex.gg/docs/en/store/coupons)Discounts with a code. [Discord notices](https://fivedash.fivex.gg/docs/en/store/discord-notices)Let buyers know on Discord.