Store credit program

How to create a store credit program on Shopify

Use Shopify store credit for paid memberships, loyalty rewards, cashback, points, birthday credit and recurring credit drops that bring customers back.

Credit
future orders
Drops
recurring value
Cash
back as credit
Illustrative membership dashboard with rewards and member benefits

Quick answer

Store credit works when customers can see value waiting for them

A store credit program gives customers value they can return to spend. That makes it especially useful for memberships, loyalty rewards and retention because the reward points toward a future order.

For Shopify merchants, Memberply helps create Shopify store credit rewards inside membership tiers, then combine them with discounts, free shipping, points, customer accounts, Shopify POS and Klaviyo.

Best fit for Memberply

Use Memberply when your store credit program needs paid or free membership tiers, automated credit rewards, customer accounts, Shopify POS and Klaviyo.

Store credit program examples

Start with a credit reward customers understand, then connect it to the membership action you want to encourage.

1. Signup store credit

Reward new members with a configured credit amount when they join a paid or free membership tier.

2. Monthly credit drops

Send recurring store credit to active members so value keeps arriving after signup.

3. Fee to store credit

Convert membership fee payments into store credit. Choose whether the first payment earns credit or start from the second charge.

4. Cashback as credit

Turn a percentage of member spend into store credit for future purchases.

5. Points to credit

Let members earn reward points and redeem those points as Shopify store credit.

6. Birthday credit

Give members a personal reason to return with store credit around their birthday.

How to structure a store credit program

A store credit program should make the reward visible, useful and tied to behavior that supports repeat purchase.

  • Choose the credit trigger

    Issue credit when members join, renew, earn cashback, redeem points, hit a birthday or qualify for a recurring drop.

  • Set the credit amount

    Use an amount that feels meaningful to customers while still fitting your product margin and repeat purchase goals.

  • Make credit visible

    Show available store credit in customer accounts so members understand what value they can use.

  • Bundle with other benefits

    Combine credit with discounts, free shipping, reward points or exclusive access when the membership needs more value.

Illustration of member credit, rewards and benefits

Store credit vs gift cards, discounts, and points

Choose how customers receive and use the value
RewardHow it worksUseful purpose
Native store creditA balance attached to a customer account.Account-based rewards customers can spend later.
Gift cardValue redeemed using a unique code at checkout.Gifting or selling prepaid value.
DiscountA reduction in the price of an eligible purchase.Immediate savings on an order.
Reward pointsA separate reward balance with a configured conversion rate.Recognising purchasing activity before redemption.

In Memberply, points become credit when the member redeems them. Cashback creates credit from eligible purchasing, rather than paying cash into a bank account. Avoid using these terms interchangeably in your program description.

Shopify explains gift card redemption by code. For native account credit, follow its separate store credit guidance.

How to give store credit on Shopify

For a manual grant, open Customers in Shopify admin and select the customer. In Store credit, select Edit, choose Credit, enter the currency and amount, choose expiry or no expiry, then review and confirm. Use Shopify’s current instructions for the available settings.

Manual issuance can suit an occasional goodwill adjustment. A membership rewards program needs repeatable rules for when credit is earned. Memberply adds those rules through tier benefits such as sign-up credit, cashback, fee-to-credit, and recurring loyalty drops.

  1. Prepare the customer account experience

    Use Shopify’s new customer accounts and enable Store credit under Settings > Customer accounts. Follow Memberply’s native store credit setup guide.

  2. Choose one reward to start

    Open Benefits, find the membership tier, and select Edit Benefits. Enable the chosen benefit and open Edit. Give it a clear name and explanation of when customers earn it.

  3. Set the amount and eligibility

    For cashback, choose the reward type and amount, minimum requirements, maximum per order, eligible products or collections, and whether tax and shipping count. See the cashback setup instructions.

  4. Set expiry and test redemption

    Choose a validity period or No Expiry, then save. Test the full experience with a test member: earning the reward, signing in, seeing the available value, and redeeming it.

How customers use store credit on Shopify

Need the redemption steps? See how customers apply store credit at online checkout or how staff redeem store credit on Shopify POS. If the balance is missing, start with the online store credit checks.

For online native-credit checkout, customers sign in through Shopify’s new customer accounts and apply their available credit. The balance must match the checkout currency. It can fund an initial subscription purchase, but not recurring subscription bills. See Shopify’s redemption restrictions.

Memberply’s documentation describes native reward delivery when the customer logs in. A reward that has been earned and credit already issued to Shopify are different stages; check both when answering a missing-credit question.

For a redemption issue, check the signed-in customer, enabled credit setting, currency, and expiry. Also confirm whether the reward has been issued or points still need redemption. Test POS separately if your store accepts rewards in person. Shopify documents channel availability in its store credit reference.

Store credit reward examples with practical numbers

These are fictional planning examples, not merchant results or recommended reward rates. Use your actual margins, order frequency, and benefit costs.

For percentage rewards earned on purchases, use the cashback calculator to estimate credit earned, expected redemption and two alternative cost scenarios. Use the store credit calculator below for fixed credit issues and allocated membership fee revenue.

Illustrative reward calculations
ProgramExample calculationSetting to decide
Cashback5% of $100 in eligible spend creates $5 of credit.Define eligible spend, exclusions, and any per-order cap.
Points to creditAt 2 points per $1 spent, a $100 purchase earns 200 points. At 100 points per $1 of credit, that is $2 when redeemed.Explain both the earning rate and redemption rate.
Recurring creditA $5 monthly loyalty drop issues up to $60 across 12 qualifying drops.Budget for accumulated grants and choose a validity period.
Fee to creditA $20 membership payment converted to credit creates $20 of future spending value.Decide whether the first charge qualifies and avoid counting fee revenue as pure profit.

For points, divide the points earned per unit of spend by the points needed for one unit of credit. In the example, 2 ÷ 100 is a 2% face-value reward rate. It is not a profit forecast.

Suppose an $80 future order is paid with $10 promotional credit and $70 in new payment. If product and fulfilment costs total $45, that order leaves $25 before payment fees, other rewards, and fixed costs. The example excludes any earlier membership revenue. Assess the whole program over the same period so fee revenue and credit costs are not counted twice.

Track credit earned, issued, redeemed, expired, and still outstanding separately. Compare repeat purchasing with an appropriate baseline rather than assuming every redemption represents a new sale. The store credit calculator can help explore scenarios.

Set clear expiry and program rules

Memberply’s credit benefits support validity in days, months, or years, or No Expiry. For native credit, the configured expiry applies to each new Shopify credit grant from its issue date. Changing the setting does not alter credit already issued.

Explain the earning trigger, amount, redemption steps, expiry, and handling of returns before customers join. Test refund scenarios for your chosen benefits rather than assuming every reward is automatically reversed. Check your local requirements before choosing an expiry policy.

Start with one understandable reward. Add loyalty drops, reward points, or fee-to-credit only when the combined value and cost remain clear. Our tiered loyalty guide explains how spending levels can complement a credit program.

Program design

When store credit is the right membership benefit

Use it when repeat purchase matters

Store credit gives customers value that points them toward the next order instead of only reducing today's price.

Use it when membership value needs to be tangible

Credit is concrete: members can see a balance, understand the value and use it later.

Use discounts when instant savings matter

Add member discounts when customers need immediate savings at checkout.

Store credit program questions

What is a store credit program?

A store credit program gives customers value to spend on future purchases. Memberply connects rewards such as cashback, points redemption, and recurring credit drops to free or paid membership tiers.

Do I need an app to give store credit on Shopify?

Shopify supports manual credit issuance from a customer profile. Memberply is useful when you want membership rules to automate rewards such as sign-up credit, cashback, loyalty drops, or fee-to-credit.

What is the difference between store credit and a gift card?

Native store credit is linked to a customer account. A Shopify gift card is redeemed by entering its unique code at checkout. Choose the format that fits your account-based rewards or gifting program.

Which customer accounts do I need for Memberply store credit?

Use Shopify’s new customer accounts and enable Store credit under Settings > Customer accounts. Customers sign in to view their available credit and use it at checkout.

Can store credit pay for a recurring subscription?

Shopify allows native credit on an initial subscription purchase, but not on recurring subscription bills. Do not describe earned credit as automatically paying a future membership renewal.

Can Memberply store credit expire?

Yes. Configure a validity period or No Expiry for the benefit. The expiry applies to each new grant from its issue date; changing the setting does not change existing issued credit.

How do points turn into store credit?

Members earn points at the configured earning rate and redeem them at the configured credit conversion rate. For example, 200 points at 100 points per $1 converts to $2 in credit.

Is store credit better than discounts?

They serve different purposes. Discounts reduce an eligible purchase price, while a credit reward gives value for a later purchase. Compare the combined cost and customer experience before offering both.

Merchant reviews

Merchants use Memberply to launch practical membership programs

Read what merchants say about using Memberply for their membership programs. Read reviews on the Shopify App Store.

★★★★★

"The app is great and does exactly what i need it to. It is well priced and Doug is so great."

Olverum Official Store

United Kingdom

★★★★★

"Their pricing is fair, and their support is legendary."

Puzzery

Canada

★★★★★

"Our store is based in Argentina so we don't have access to Shopify Payments... Memberply solved it."

Elemental Outfit AR

Argentina

Ready to launch a store credit program?

Use Memberply to sell memberships with Shopify store credit, cashback, points, discounts, free shipping and customer account visibility.

Planning loyalty on Shopify Plus?

Read our Shopify Plus loyalty program guide to compare membership models, account design constraints, store credit and custom integration requirements.