How do I adjust the Rise.ai store credit when archiving the return request?

Follow these steps to adjust the customer’s credit balance in Rise.ai:

  1. Login in to your Rise.ai dashboard and click on the "Customers" tab.

  1. Search up for your customer with their email address.

  1. Then, click on the "Adjust Balance" button to adjust the amount.

For example, the total credit balance for this customer is $100. The store credit being refunded for the return order you are archiving amounts to $20. In this case, you can change the balance to $80. Feel free to add a reason or note for future references.

Kindly take note that the credit balance represents the cumulative store credit value associated with the customer's loyalty card.

  1. That’s it! With the example above, you have successfully adjusted the Rise.ai store credit balance from $100 to $80.

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