MoeGo Store Credits offer a versatile way to manage client funds, streamline refunds, and enhance customer loyalty. Store credits act as virtual assets in a client’s profile, allowing them to reduce future invoice amounts.
💡During the beta phase, access to the store credit feature is limited to selected users based on specific use cases. For more details or to request participation, please reach out to your Account Manager.
Key Benefits
Flexible Conversion: Keep the cash changes as store credits, retaining revenue while giving clients a convenient option for future services.
Improved Client Experience: Clients enjoy hassle-free access to funds for future appointments.
Boosted Loyalty: Use credits as bonuses, referral rewards, or compensation to encourage repeat visits.
Seamless Perk Transitions: Convert expired perks from memberships into store credits, ensuring clients retain their value.
Better Cash Flow: Maintain liquidity by issuing credits instead of cash refunds.
No Revenue Impact: Manual credit adjustments don’t affect sales records and payroll commission, preserving financial reporting accuracy.
Managing Store Credit
Navigate to the Client & Pet section and select the desired Client Profile.
Click on "Payment" to access the Store Credit section.
From there, you can edit the client's store credit or view their credit history.
1. Adjusting Credits Manually
Navigate to Client Profile > Payment > Store Credit > Edit
Increase credit balance: enter the amount and choose the reason.
Decrease credit balance: Enter the amount and add a note.
💡 Note: Manual adjustments do not generate sales records.
2. Transferring Membership Perks
Navigate to Client Profile > Memberships.
Click on "Transfer to Store Credit", then select the number of remaining services or benefits you'd like to convert.
You can specify the total credit amount the client will receive.
💡 Note: Membership with unlimited service perks cannot be transferred as Store credits.
You can check the credit transfer history in the "Payment" section, it will be displayed as "Manual adjustment: Transfer from other business perks (from memberships)".
3. Keeping The Change
When accepting cash payments, businesses have the option to convert any cash change into store credits.
If the entered cash tendered amount exceeds the outstanding balance, you will see the "Keep as store credit" option.
You can view the history records in the Client Profile > Payment section.
Cash changes will be displayed as "Keep the change as credit", along with the related booking ID.
Paying With Credit
Clients with available store credits can apply them to reduce the payment amount for appointments.
In the appointment invoice, click on "Use Store Credit", enter the amount to apply, and then close the invoice to complete the process.
💡 Note: Credits will show only when there's a credit balance on the client account.
No tax will be calculated for the applied credit portion (similar to a discount).
Tracking History
All credit transactions (additions, adjustments, and usage) are recorded in the client’s Store Credit History for transparency.
Staff Permission
Access to Store Credit is controlled by staff permissions. Only authorized staff can add credits, adjust credits, or view credit history.
Go to Settings > Staff > Role permissions > Clients & Pets to set it up.
You can provide the following permission:
"Access Store Credit" allows staff to manually adjust client credit in the client profile
"Apply Store Credit at Checkout" allow staff to be able to apply existing credit to the invoice when checking out
Frequently Asked Questions
Is store credit the same as a discount code?
No. Store credits are reusable balances tied to a client’s profile, while discount codes are one-time promotions.
Does using store credit affect staff commissions?
No. Commissions are calculated based on the original service price before the credit application.
Can I generate a sales record for store credit adjustments?
Not yet. Currently, a workaround is to manually add credits to a client, then create a “Store Credit” product and sell it to them. This ensures that store credit sales are properly reflected in the reports.
Where can I track credit usage?
View full history in the client’s profile under the "Payment" section> Store Credit.
Please feel free to share any feedback during the Beta 😊 We’d love to hear how you’re getting on and if there are any improvements you’d like to see to this feature in the future.