{"id":142068,"date":"2018-09-21T11:55:37","date_gmt":"2018-09-21T11:55:37","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=142068"},"modified":"2025-12-01T06:33:34","modified_gmt":"2025-12-01T06:33:34","slug":"customer-credit-extension-magento2","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/customer-credit-extension-magento2\/","title":{"rendered":"Guide for Customer Credit System for Magento 2"},"content":{"rendered":"<p><a href=\"https:\/\/store.webkul.com\/magento2-customer-credit-extension.html\" target=\"_blank\" rel=\"noopener\">Magento 2 Credit<\/a> systems (Adobe Commerce) or the Buyer Credit module, the store admin can assign credit amounts to a customer and customer groups.<\/p>\n<p>In-store currency can be useful for payment and allows an easy checkout with the amount.<\/p>\n<p>So customers can use the assigned credit amount for purchasing the store products.<\/p>\n<p>From the backend, the admin can view all the transactions done by the customer via the credit system.<br \/>\nWatch the below video tutorial to understand the <a href=\"https:\/\/store.webkul.com\/magento2-customer-credit-extension.html\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Magento 2 Customer Credit Systems<\/a> system extension workflow:<\/p>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"VLY9gC6J7Bs\">\n<div class=\"components-placeholder__instructions\">VLY9gC6J7Bs<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h2 class=\"panel-title\">Features of Customer Credit System<\/h2>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<ul>\n<li>Admin can assign credits to a customer group.<\/li>\n<li>The admin can assign credits to individual\/specific customers.<\/li>\n<li>Customers can see their assigned credits in the customer dashboard.<\/li>\n<li>Customer can send a credit request to the admin.<\/li>\n<li>A customer can buy the product by using their assigned credits.<\/li>\n<li>Customer can pay for the credits using an online\/offline <a href=\"https:\/\/store.webkul.com\/Magento-2\/Payment-Extensions.html\">payment method<\/a>.<\/li>\n<li>Admin can view all the transactions done by the customer via the credit system.<\/li>\n<li>A customer can see the entire transaction history in a customer account.<\/li>\n<li>The admin can pay credit from the admin panel to the respective customer.<\/li>\n<li>Admin can select the offline payment mode for paying credit to the customer.<\/li>\n<li>Approve or disapprove done by admin for the credit request sent by the customer.<\/li>\n<li>The admin can create individual credit amounts using a CSV\/XLS file.<\/li>\n<li>Admin can import credit updates from a CSV\/XLS file.<\/li>\n<li>Customers can use the credit amount partially to make payments.<\/li>\n<li>Admin can refund the amount in the credit wallet.<\/li>\n<li>hyva storefront compatible<\/li>\n<li>Magento 2 credit extension is compatible with GraphQL as well.<\/li>\n<li>Admin can refund the full amount in the credit wallet with the configuration setting.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h2 id=\"panel-1\" class=\"panel-title\">Installation<\/h2>\n<\/div>\n<div class=\"panel-body\">\n<p>Customers will get a\u00a0<strong>zip folder<\/strong>\u00a0and they have to extract the contents of this zip folder on their system.<\/p>\n<p>The extracted folder has an<strong>\u00a0src<\/strong>\u00a0folder, inside the src folder you have the\u00a0<strong>app<\/strong> folder.<\/p>\n<p>You need to transfer this\u00a0<strong>app<\/strong>\u00a0folder into the Magento2 root directory on the server as shown below.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/09\/Move-app-folder-2.png\"><img decoding=\"async\" class=\"img-center-small zm-zoomer zm-zoomer-in alignnone\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/09\/Move-app-folder-2.png\" alt=\"webkul-magento2-credit-system-installation\" width=\"1302\" height=\"411\" loading=\"lazy\" \/><\/a><\/p>\n<p>After the successful installation, you have to run these commands in the Magento 2 root directory.<\/p>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">composer require phpoffice\/phpspreadsheet<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:upgrade<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:di:compile<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:static-content:deploy<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento indexer:reindex<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento cache:flush<\/pre>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h2 id=\"panel-2\" class=\"panel-title\"><i class=\"fa fa-cog\"><\/i>Multilingual Support<\/h2>\n<\/div>\n<div class=\"panel-body\">\n<p>For <strong>multilingual\u00a0<\/strong>support, the\u00a0admin will navigate through\u00a0<strong>Store-&gt;Configuration-&gt;General -&gt;Locale Options.<\/strong><\/p>\n<p>And select the locale as German (the language into which the admin wants to translate his store content).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456490\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-locale.webp\" alt=\"magento 2 credit system locale\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-locale.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-locale-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-locale-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-locale-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h2 id=\"panel-3\" class=\"panel-title\"><i class=\"fa fa-cog\"><\/i>Module Translation<\/h2>\n<\/div>\n<div class=\"panel-body\">\n<p>If you want to translate the Buyer Credit module language from English to German then follow the path <strong>src\/app\/code\/Webkul\/CustomerCreditSystem\/i18n<\/strong> in their unzipped<\/p>\n<p>Magento2_customer_credit_system folder. Then you will get a CSV file with the name \u201cen_US.csv\u201d.<\/p>\n<p>Now, rename that CSV on your region code and language code \u201cde_DE.csv\u201d and translate all right-side content in your language.<br \/>\nAfter editing the CSV, save it and then upload it where you have installed Magento 2 on the server.<\/p>\n<p>Buyer Credit module will get translated into your desired Language. It also supports <strong>RTL\u00a0<\/strong>and\u00a0<strong>LTR\u00a0<\/strong>languages.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer.png\"><img decoding=\"async\" class=\"aligncenter wp-image-143059\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer.png\" alt=\"webkul-magento2-credit-system-translation\" width=\"800\" height=\"194\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer.png 1091w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-250x60.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-300x73.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-768x186.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Customer Credit System Module Configuration<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>After the Buyer Credit module installation the admin will find the configuration settings panel by navigating through<\/p>\n<p><strong>Stores-&gt;Configuration-&gt;Webkul&gt; Customer Credit System\u00a0<\/strong>as\u00a0per the below snapshot &#8211;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456495\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1.webp\" alt=\"magento 2 credit system configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Customer Credit Group<\/strong> &#8211;<\/h4>\n<p><strong>Assign Credit to Customer Group<\/strong>\u00a0 &#8211; <span data-preserver-spaces=\"true\">Here, the admin can assign credit amounts to the\u00a0<\/span><a class=\"editor-rtfLink\" href=\"https:\/\/webkul.com\/blog\/magento2-payment-shipping-restriction-customer-group\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">customer groups.<\/span><\/a><\/p>\n<p><span data-preserver-spaces=\"true\">The admin needs to select a customer group and enter the credit amount which the admin wants to assign to the customer group.<\/span><\/p>\n<p>Admin can add more rows by clicking on the &#8220;<strong>Add<\/strong>&#8221; button. And admin can also delete the row by clicking on the delete sign in the &#8221; <strong>Action &#8221; <\/strong>column<strong>.<\/strong><\/p>\n<h4><strong>Pay Credit by Admin<\/strong> &#8211;<\/h4>\n<p><strong>Select Payment Method &#8211;\u00a0<\/strong>Here, the admin can select the offline payment method to pay creditors from the admin panel on behalf of the customer.<\/p>\n<p><strong>Refund Credit at the Time of Credit Memo<\/strong> &#8211;<\/p>\n<p><strong>Refund full amount to credit wallet<\/strong> &#8211; If yes then the whole refund amount will be credited to the customer&#8217;s credit wallet. If not then a partial amount will be credited.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456500\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part2.webp\" alt=\"configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Here, the admin can select the various credit system emails.<\/p>\n<p>After that, the admin will have to configure the Webkul credit system by navigating through<\/p>\n<p><strong>Store&gt; Configuration&gt; Sales&gt; Payment Methods&gt; Webkul Credit System<\/strong> as per the below snapshot &#8211;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-payment-method-configuration.webp\" alt=\"payment method configuration\" width=\"1024\" height=\"879\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-payment-method-configuration.webp 1024w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-payment-method-configuration-300x258.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-payment-method-configuration-250x215.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-payment-method-configuration-768x659.webp 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Enable This\u00a0 Payment Method &#8211;<\/strong><\/h4>\n<p>From here, the admin can enable\/ disable this payment method.<\/p>\n<h4><strong>Payment Method Title &#8211; <\/strong><\/h4>\n<p>Admin can set the payment method title which will be visible on the frontend.<\/p>\n<h4><strong>Payment from Applicable Countries &#8211;\u00a0<\/strong><\/h4>\n<p>The admin can select the option &#8221; Specific Countries&#8221; or &#8221; All Allowed Countries&#8221;.<\/p>\n<h4><strong>Payment from Specific Countries &#8211;<\/strong><\/h4>\n<p>If the admin can select the &#8221; Specific Countries&#8221; option then the admin can select countries from where the admin wants to accept the payment.<\/p>\n<p><strong>Remember-<\/strong> Here the Payment Specific country is for the billing address not for the shipping address.<\/p>\n<h4><strong>Allowed Payment Methods on Checkout When Credit Product is in Cart &#8211;<\/strong><\/h4>\n<p>With this option, set as &#8216;Yes&#8217;, the admin can set the credit system as the payment method on checkout when the credit product is in the cart.<\/p>\n<p>However, if the option is set as &#8216;No&#8217; then at the time of adding a credit product to the cart the customer in the front end<\/p>\n<p>Will receive a message- &#8220;<em>There is no payment method active in the admin account<\/em>&#8220;.<\/p>\n<h4><strong>Select Payment Methods on Checkout<\/strong><\/h4>\n<p>The admin can set the payment method on checkout by selecting the option &#8220;Allow All&#8221; or &#8220;Allow Specific&#8221; which will be shown on the front end.<\/p>\n<h4><strong>Allowed Payment Methods to Add Amount in Credit &#8211;\u00a0<\/strong><\/h4>\n<p>Here, the admin can select the payment methods for the customer to repay the used credit amount.<\/p>\n<h4><strong>Sort Order &#8211;\u00a0<\/strong><\/h4>\n<p>Admin can set the order of the payment method to display on the front end.<\/p>\n<h4><strong>Credit Details-\u00a0<\/strong><\/h4>\n<p>At the admin panel, the admin can view all<strong>\u00a0credit<\/strong> <strong>details<\/strong> of the customers in the <strong>Credit Management<\/strong> as per the below snapshot &#8211;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456545\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel.webp\" alt=\"admin sidepanel\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>In <strong>Credit Details<\/strong>, the admin can view the Customer Name, Customer Email, Total Amount,<\/p>\n<p>Remaining Amount, Customer&#8217;s Amount, Used Amount, and Action as per the below snapshot &#8211;<\/p>\n<p><strong>Customer Amount<\/strong> &#8211; The additional amount than the credit limit that is added to the customer\u2019s credit wallet. (eg &#8211; by a refund)<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456555\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-credit-details.webp\" alt=\"customer credit details\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-credit-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-credit-details-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-credit-details-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-credit-details-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>The admin will have three options <strong>Transactions<\/strong> <strong>Details<\/strong>, <strong>Pay Credit, <\/strong>and<strong> Credit Amount Request.<\/strong> When the admin clicks on <strong>the Select<\/strong> drop-down option under <strong>the Action<\/strong> column.<\/p>\n<h5><strong>Details<\/strong>\u00a0 &#8211;<\/h5>\n<p>Then the admin can able to view all customer details like &#8211; Reference (transaction ID), Amount, Transaction Type<\/p>\n<p>Transaction Status (pending or approved ), Transaction Date, and Base Amount (calculate according to base currency) as per the below snapshot &#8211;<\/p>\n<p><strong>Note<\/strong> &#8211; Transaction status changes from pending to approved when the invoice will be generated for the order. If the invoice generates then the status will be visible as &#8220;Approved&#8221;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-456558\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-transaction-details.webp\" alt=\"transaction details\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-transaction-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-transaction-details-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-transaction-details-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-transaction-details-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Pay Credit &#8211;\u00a0<\/strong><\/h4>\n<p>Here, the admin can pay the credit amount on behalf of the customer, if the customer sends the credit amount through an offline method.<br \/>\nEnter the <strong>pay credit<\/strong> amount and click on the &#8220;<strong> Save<\/strong>&#8221; button and the transaction completes.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460019\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-pay-credit-to-customer.webp\" alt=\"pay credit to customer\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-pay-credit-to-customer.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-pay-credit-to-customer-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-pay-credit-to-customer-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-pay-credit-to-customer-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4>Credit Amount Request-<\/h4>\n<p>The Admin can approve or disapprove the credit request sent by a customer from the Actions dropdown menu.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460022\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-amount-request.webp\" alt=\"credit amount request\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-amount-request.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-amount-request-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-amount-request-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-amount-request-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4>Upload Credit Using CSV<\/h4>\n<p>This system allows merchants to import credit amount updates from a CSV\/XLS file. This is especially useful from the Magento 2 system.<\/p>\n<p>Importing the credit system from a CSV is easy to do. Once the Buyer Credit Module is installed, simply log in to your admin, go to <strong>Credit Management<\/strong> -&gt;, and click <strong>Upload Credit Using CSV<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460025\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-1.webp\" alt=\"upload credit using CSV\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-admin-sidepanel-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><span class=\"hardreadability\"><span data-offset-key=\"3nqto-0-0\">Once the above page has loaded choose CSV\/XLS file from your system then upload and wait for the total credit to import as per the below snapshot-<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460028\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assign-credit-via-bulk-import.webp\" alt=\"assign credit via bulk import\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assign-credit-via-bulk-import.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assign-credit-via-bulk-import-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assign-credit-via-bulk-import-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assign-credit-via-bulk-import-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<div class=\"\" data-block=\"true\" data-editor=\"d2d16\" data-offset-key=\"frifq-0-0\">\n<p class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"frifq-0-0\"><span class=\"hardreadability\"><span data-offset-key=\"frifq-0-0\">This can be useful in situations where we need to process a large volume of credits and bypass the default functionality<\/span><\/span><span data-offset-key=\"frifq-1-0\">. Its purpose is to define individual credit amounts to create. <\/span><\/p>\n<p class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"frifq-0-0\"><span data-offset-key=\"6lmmk-0-0\">Using the Buyer Credit module you can import data through the CSV file. The merchants can import the Bulk data using a single click. <\/span><\/p>\n<p class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"frifq-0-0\"><span data-offset-key=\"6lmmk-0-0\">Use the Execution Log in the Magento backend to identify and fail imports.<\/span><\/p>\n<\/div>\n<p><span data-offset-key=\"4klt3-0-0\">When the import is complete, you will see an import summary as per the below snapshot-<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-221328 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/total-credit-import-1.png\" alt=\"total-credit-import-1\" width=\"1191\" height=\"601\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/total-credit-import-1.png 1191w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/total-credit-import-1-300x151.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/total-credit-import-1-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/total-credit-import-1-768x388.png 768w\" sizes=\"(max-width: 1191px) 100vw, 1191px\" loading=\"lazy\" \/><\/p>\n<div class=\"\" data-block=\"true\" data-editor=\"d2d16\" data-offset-key=\"eehjd-0-0\">\n<p class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"eehjd-0-0\"><span class=\"hardreadability\"><span data-offset-key=\"eehjd-0-0\">A total of four credits are to import here in this screenshot, but when the import is complete, we get a total of two credits imported<\/span><\/span><span data-offset-key=\"eehjd-1-0\">. As there is no existing data of the customer for a website in the CSV file.<\/span><\/p>\n<\/div>\n<h2><strong>Assign Credit to a Particular Customer\u00a0<\/strong><\/h2>\n<p>The admin can also assign credit amount to a particular customer by navigating through <strong>Customer &gt; All Customer and <\/strong>then clicking on the<\/p>\n<p><strong>Edit <\/strong>option under the <strong>Action\u00a0<\/strong>column for a particular customer as per the below snapshot &#8211;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460030\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-list.webp\" alt=\"magento 2 credit system customer list\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-list.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-list-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-list-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-customer-list-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>In the <strong>customer information<\/strong>, the admin can assign a <strong>Credit Limit<\/strong> to the customer in the <strong>credit information <\/strong>tab as per the below snapshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460033\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-limit-customer-configuration.webp\" alt=\"credit limit customer configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-limit-customer-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-limit-customer-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-limit-customer-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-credit-limit-customer-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Admin needs to mark the checkbox to use the particular credit limit.<\/p>\n<p>And uncheck the checkbox to use customer group credit which is set in the module configuration by the admin. Under here,<\/p>\n<p>The admin can view <strong>Used Credit, <\/strong><strong>Remaining Credit, and Customer&#8217;s Amount.<\/strong><\/p>\n<p><span class=\"veryhardreadability\"><span data-offset-key=\"e1nn3-0-0\">The admin is also able to see all transaction information for the credit amount that the customer gets like\u00a0<\/span><\/span><\/p>\n<p><span class=\"veryhardreadability\"><span data-offset-key=\"e1nn3-0-0\">Transaction ID, Transaction Date, Transaction Type(debit or credit), Transaction Currency, Transaction Amount, and Status<\/span><\/span><span data-offset-key=\"e1nn3-1-0\">.<\/span><\/p>\n<p><strong>Note<\/strong> &#8211; Assign credit limit change at front-end if we change credit limit from group credit limit to particular credit limit.<\/p>\n<p><strong>For example<\/strong> &#8211; 1. Admin assigns a 500 USD credit limit to a group of customers and if the customer uses 20 USD then 480 USD will be the credit balance to that particular customer.<\/p>\n<p>The customer account will get updated at the front end and the display credit balance is 480 USD, the amount to pay is 20 USD and the Credit limit is 500 USD.<\/p>\n<p>2. Admin assigns a 200 USD credit limit to a group of customers and if the customer uses 200 USD then Admin assigns a 150 USD credit limit to that particular customer.<\/p>\n<p>The customer account will be updated at the front end and display the credit balance ( &#8211; 50 USD) and the amount to pay is 200 USD.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460035\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assigned-credit-information.webp\" alt=\"magento 2 credit system assigned credit information\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assigned-credit-information.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assigned-credit-information-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assigned-credit-information-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-assigned-credit-information-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Customer End &#8211; Adobe Commerce Customer Credit System<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-410062 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store.png\" alt=\"testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_Credit_webkul-store-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><span data-preserver-spaces=\"true\">A customer can send a credit request to the admin and request more credit amounts from <\/span><strong><span data-preserver-spaces=\"true\">the Credit Amount Request<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0option.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-410065\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1.png\" alt=\"testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><span data-preserver-spaces=\"true\">The customers can see their credit details through\u00a0<\/span><strong><span data-preserver-spaces=\"true\">the Credit information<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0option. <\/span><\/p>\n<p><span data-preserver-spaces=\"true\">The customer can see the\u00a0<\/span><strong><span data-preserver-spaces=\"true\">credit balance<\/span><\/strong><span data-preserver-spaces=\"true\">( Remaining credit amount ), the <\/span><strong><span data-preserver-spaces=\"true\">Amount to Pay (<\/span><\/strong><span data-preserver-spaces=\"true\"> have to pay the admin), and the Credit limit.<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Pay Credits &#8211;\u00a0<\/span><\/strong><span data-preserver-spaces=\"true\">It will be visible only after using the credit amount. From here, the customer can pay the used credit amount to the admin.<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Last Transactions<\/span><\/strong><span data-preserver-spaces=\"true\"> &#8211; The customer can view all transaction details like &#8211; Reference, Transaction Type ( debit\/ credit), Amount, Transaction Status, and Transaction Date.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">However, in the admin section, the &#8216;<\/span><em><span data-preserver-spaces=\"true\">Allow Payment Methods on Checkout When Credit Product is in Cart is set&#8217;<\/span><\/em><span data-preserver-spaces=\"true\">\u00a0a<\/span><em><span data-preserver-spaces=\"true\">s &#8216;No&#8217;.\u00a0<\/span><\/em><\/p>\n<p><span data-preserver-spaces=\"true\">Then on clicking Pay Credit, the customer will see a warning message as below.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-410072 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1.png\" alt=\"testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-1-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h3>Checkout Page &#8211;<\/h3>\n<p>The customer can pay for the web store&#8217;s products through the Webkul Credit System.<\/p>\n<p>You are also able to view the Total Order Amount, Available Credit, and Remaining Credit on the checkout page.<\/p>\n<p><strong>Credit Wallet Full Payment<\/strong> &#8211; When the customer will pay the full amount by the credit wallet.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-410077 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-2.png\" alt=\"testdevmage.com_12902_checkout_webkul-store-2\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-2.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-2-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-2-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-2-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4>Credit Wallet Partial Payment-<\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-410082\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-1.png\" alt=\"testdevmage.com_12902_checkout_webkul-store-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>When customers make partial payments with their wallet and rest payments with any other method to complete the purchase.<\/p>\n<h3>Order Management &#8211;<\/h3>\n<p><strong>Webkul Buyer Credit System<\/strong> debited credit amount will be visible in the order details in the full credit wallet payment case as per the below snapshot\u00a0 &#8211;<img decoding=\"async\" class=\"alignnone wp-image-410086 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_12_webkul-store.png\" alt=\"testdevmage.com_12902_sales_order_view_order_id_12_webkul-store\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_12_webkul-store.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_12_webkul-store-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_12_webkul-store-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_12_webkul-store-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><strong>Webkul Credit System<\/strong> payment method + any <strong>other payment method<\/strong> in case of remaining additional payment will also be visible in the invoice details as per the below snapshot &#8211;<img decoding=\"async\" class=\"alignnone wp-image-410087 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_13_webkul-store.png\" alt=\"testdevmage.com_12902_sales_order_view_order_id_13_webkul-store\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_13_webkul-store.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_13_webkul-store-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_13_webkul-store-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_sales_order_view_order_id_13_webkul-store-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h3><strong>Pay Credit &#8211;\u00a0<\/strong><\/h3>\n<p>Customers will have to pay the credit after using the credit. For this, the customer needs to enter the payment amount and then click on <strong>the Pay Credit<\/strong> button.<img decoding=\"async\" class=\"alignnone wp-image-410100 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2.png\" alt=\"testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-2-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>The <strong>credit amount<\/strong> adds to the cart.<img decoding=\"async\" class=\"alignnone wp-image-410101 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3.png\" alt=\"testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_creditsystem_viewcredit_index_webkul-store-3-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Then the customer can pay the credit amount as a default payment process through payment methods allowed by the admin as per the below snapshot &#8211;<img decoding=\"async\" class=\"alignnone wp-image-410102 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-3.png\" alt=\"testdevmage.com_12902_checkout_webkul-store-3\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-3.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-3-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-3-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/testdevmage.com_12902_checkout_webkul-store-3-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>The customer can not add another product with a <strong>credit amount<\/strong> in the Cart as per the below snapshot &#8211;<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product.png\"><img decoding=\"async\" class=\"aligncenter wp-image-143228\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product.png\" alt=\"webkul-magento2-customer-credit-system-other-product\" width=\"800\" height=\"378\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product.png 1282w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product-250x118.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product-300x142.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product-768x362.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-customer-credit-system-other-product-1200x566.png 1200w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<h3>Order Refund<\/h3>\n<p>The admin can initiate the partial or full refund from their panel directly to the customer&#8217;s wallet by enabling it from the configuration.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460037\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-1.webp\" alt=\"customer credit system configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-configuration-part1-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>The admin can generate credit memos from the order to initiate the refund directly to the credit balance.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-460040\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-refund-credits.webp\" alt=\"refund credits\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-refund-credits.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-refund-credits-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-refund-credits-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/webkul-magento2-credit-system-refund-credits-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>That\u2019s all for the Customer Buyer Credit System for Magento2 (Adobe Commerce) still have any issues feel free to add a ticket<\/p>\n<p>And let us know your views to make Magento 2 credit module better at <a href=\"http:\/\/webkul.uvdesk.com\/\" rel=\"noopener noreferrer\">webkul.uvdesk.com<\/a>. You may also check our quality <a href=\"https:\/\/store.webkul.com\/Magento-2.html\" target=\"_blank\" rel=\"noopener\"><strong>Magento 2 Extensions<\/strong><\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Magento 2 Credit systems (Adobe Commerce) or the Buyer Credit module, the store admin can assign credit amounts to a customer and customer groups. In-store currency can be useful for payment and allows an easy checkout with the amount. So customers can use the assigned credit amount for purchasing the store products. From the backend, <a href=\"https:\/\/webkul.com\/blog\/customer-credit-extension-magento2\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":190,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302],"tags":[7492,7491,2070],"class_list":["post-142068","post","type-post","status-publish","format-standard","hentry","category-magento2","tag-credit-system","tag-customer-credit-system-for-magento-2","tag-magento2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide for Magento 2 Customer Credit Extension<\/title>\n<meta name=\"description\" content=\"In Customer Credit System, the admin can assign credit limit to a particular customer and group of customer which can be used to buy product.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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