Loyalty capabilities / Store Credit & Cashback

Store credit & cashback that pull customers back

Store credit is one of the most powerful retention tools there is — the value is already owned, so customers come back to spend it. Casa supports native Shopify store credit and cashback on spend, with full control over how it's earned and used.

Casa Wallet
STORE CREDIT
YOU EARNED $4.00 CASHBACK ON YOUR ORDER
Hey Sarah, your balance is
$24.00
Available to spend at checkout
Cashback earned
+$4.00
5% back
Refund as credit
+$20.00
Added
Spend online
At checkout
Use
Spend in-store
Shopify POS
Use
Cashback rate
Rate3%5%10%
TierAllVIP +2%
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1 / 3
Native
Built on Shopify store credit — no separate wallet.
2 / 3
Cashback
Reward a % back on spend to drive the next order.
3 / 3
In-store too
One balance across checkout and Shopify POS.

Native Shopify store credit

Spendable at checkoutBuilt on Shopify's native store credit — applied at the register.
One balance everywhereOnline, checkout and in-store POS draw from the same wallet.
No extra accountCredit lives on the customer's existing Shopify account.
Frictionless to useBalances are visible and easy to apply at the right moment.
Store product

Store credit

$24.00 balance
Available nowSpend at checkout
Cashback earned
5% on your order
+$4.00
Refund as credit
Faster than a card refund
+$20.00
Redeem at checkout
Apply your balance
Use

Cashback that rewards spend

Reward % backGive cashback on every order or above a spend threshold.
Nudge bigger baskets“Spend $100, get $10 back” turns intent into larger orders.
Boost it for VIPsHigher cashback rates for your top tiers reinforce status.
Cash on your termsDeploy it with intent — not as a blanket discount.
Cashback rule
Earn · 5% back as credit Edit
Threshold · spend $100+ Edit
VIP boost · +2% Platinum Edit
Issued as · store credit Edit
+ Schedule a bonus window Add
Cashback impact Live
5%
Back on spend
+2%
VIP boost
$120 order · +$6.00 credit issued
Returned to spend · within 30 days

Turn returns into retained revenue

Refund as store creditKeep the revenue in your store instead of sending it back to a card.
Issue goodwill instantlyResolve support tickets with credit and turn a problem into a return visit.
Faster for customersCredit lands immediately — no waiting on bank refund times.
A reason to come backOwned balance is a standing invitation to shop again.
Issue store credit Ready
$20
Refund as credit
Instant
Added to wallet
Return #1042 · refunded as credit
Goodwill · +$10 for a late delivery
Revenue retained · stays in-store

Control that protects your margins

Set caps & expiryCap balances and add expiry dates to manage liability.
Eligibility rulesExclude specific products or collections from credit spend.
Expiry remindersNudge customers to return and spend before credit lapses.
No dev requiredConfigure everything from the Shopify admin.
Store credit settings
Max balance · $200 cap Edit
Expiry · 12 months Edit
Excludes · gift cards Edit
Reminder · 14 days before expiry Edit
+ Limit per order Add

Want to see what's possible?

Get a tailored demo and an ROI estimate for a store-credit and cashback strategy built around your store.

Book a demo →

One balance, spendable anywhere

Online & checkoutCredit is applied seamlessly during online checkout.
In-store with POSThe same balance works at the register with Shopify POS.
Always visibleCustomers see their balance on their account and in the widget.
Connected to loyaltyCredit sits alongside points, rewards and tiers in one program.
Redeem everywhere Synced
$24.00
Shared balance
3
Channels
Online checkout · balance applied
Shopify POS · spent in-store
Account page · balance always visible
See what's possible

Explore more loyalty capabilities

FAQs

Does Casa support native Shopify store credit?

Yes. Casa works with Shopify's native store credit so customers can earn credit and spend it at checkout from a single balance across web, checkout and POS.

What is cashback in Casa Loyalty?

Cashback rewards customers a percentage back on their spend — on every order or above spend thresholds — as store credit or points, encouraging bigger baskets and repeat purchases.

Can I issue refunds and goodwill as store credit?

Yes. Issuing refunds, returns and goodwill as store credit keeps revenue inside your store and gives customers a reason to come back and spend, instead of money leaving on a card refund.

Where can customers spend their store credit?

Store credit is applied at checkout online and works in-store with Shopify POS, all from one balance that customers can see on their account page.

How do I keep store credit and cashback profitable?

You can set caps, expiry dates and eligibility rules, boost rates for VIP tiers, and exclude specific products or collections, so credit stays margin-friendly as you scale.

Do customers need a separate account to use store credit?

No. Store credit lives on the customer's existing Shopify account, so balances follow them automatically across every order and channel.

Built for Shopify

Keep earned value inside your store

Launch store credit and cashback that bring customers back — with Casa Loyalty.