Shopify store credit transactions for customers and B2B locations

We’ve expanded our Shopify store credit support: full transaction history alongside the existing balance columns, plus net-new coverage of B2B company locations.

What’s New

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• Store Credit Transactions for customers - new column group lets you issue, debit, or reset balances using CREDIT, DEBIT, and SET commands, one transaction per row.
• Location Store Credit Transactions for B2B companies - the same column group on the Companies sheet, scoped to company location accounts.
• Per-transaction expiry and receipt notification - set Store Credit Transaction: Expire At and Store Credit Transaction: Send Receipt on credit transactions.
• Exported transaction history - exports include transaction ID, command, amount, created at, event, expiry, and the running balance after each transaction.
• Balance change summary - every customer or company location whose store credit changes during an import gets a one-line summary in the import results (e.g. Store credit changed from 50.00 USD to 75.00 USD).

Improvements

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• The legacy Store Credit: Amount and Store Credit: Adjust columns keep working on import unchanged - existing import templates continue to apply.

Heads-up

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• Exporting transaction history requires the new read_store_credit_account_transactions Shopify scope. The first time you tick the Store Credit Transactions or Location Store Credit Transactions column group in the export configurator, Altera will prompt you to authorize - one click and you’re done. The existing customer balance import keeps working without the new scope.