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:
- Login in to your Rise.ai dashboard and click on the "Customers" tab.
- Search up for your customer with their email address.
- 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.
- That’s it! With the example above, you have successfully adjusted the Rise.ai store credit balance from $100 to $80.