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  In this article, you'll learn:

  • How to view changes to account credit balances on a customer record.
  • How to add account credit to a customer's balance.
  • How to subtract account credit from a customer's balance.

About Customer Account Credit Balances


Account credit acts as a business-specific currency that customers can use to make purchases with your business. Retailers can offer a loyalty program that allows customers to earn credit for purchases they make, and gift card recipients can convert their gift card to account credit to add it to an existing balance.

Retailers also have the option to add and remove customer account credit manually and can view a customer's account credit history. 

How Managing Account Credit Benefits Your Business


  • Run contests, giveaways, and more with account credit awarded as a prize.
  • Add account credit, as needed, for customer service purposes (e.g., delayed shipping, negative experience, etc.).
  • Monitor account credit activity for a customer, including earned credit, usage, and any manual additions from your team.

View Account Credit Balance


  1. Select Customers in the side menu of your CommentSold dashboard.
  2. Locate the customer whose account credit you wish to view and select the three-dot icon to the right of their name.
  3. Select Customer Details from the drop-down list.
  4. Scroll and locate the Store Credit Balance Movement section. Here you can view the amounts earned, added, and subtracted as well as the timestamp and any internal notes.

Add Account Credit


  1. Select Customers in the side menu of your CommentSold dashboard.
  2. Locate the customer to whom you wish to add account credit and select the three-dot icon to the right of their name.
  3. Select Customer Details from the drop-down list.
  4. Select the Add Discount Credit button at the top of the page.
  5. On the pop-up, complete the following fields:
    • Store Credit. Enter the amount of account credit you wish to add (e.g., 5.00 or $5, 7.00 or $7.50, etc.).
    • Notes. Add a note that gives your team more context about why the credit was added (e.g., live sale bonus, contest winner, delayed shipping, etc.).
    • Include notes in the customer notification email. Select this checkbox if you wish to include the note in the account credit increase notification email that CommentSold will send the customer.
  6. Select Add Credit.

Subtract Account Credit


  1. Select Customers in the side menu of your CommentSold dashboard.
  2. Locate the customer from whom you wish to subtract account credit and select the three-dot icon to the right of their name.
  3. Select Customer Details from the drop-down list.
  4. Select the Subtract Discount Credit button at the top of the page.
  5. On the pop-up, complete the following fields:
    • Balance. Select which balance CommentSold should subtract the account credit from. Since most credit is earned through loyalty purchases, we recommend Discount as the option you choose.
    • Store Credit. Enter the amount of account credit you wish to subtract (e.g., 5.00 or $5, 7.00 or $7.50, etc.).
    • Notes. Include an internal note that gives your team more context as to why the credit was subtracted.
  6. Select Subtract Credit.

Learn More


  • Customer Management
  • Account Credit
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