Viewing merchants current app credit balance

Partner Discussions
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Hi there,

I’m curious if somehow I’m missing some portion of the Partner Shopify dashboard, but as far as I can tell there’s now way to view the current balance on a merchant’s account.

For example, if I issue a $10 credit to a merchant, the line item is only visible as an event in the transaction history on the merchant’s subscription URL in the Partner dashboard.

But I don’t see a current balance including that credit value in the subscription details in the Admin API nor on the Partner dashboard’s merchant subscription details page.

Is there some way to find the current outstanding credit balance?

Thanks,

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Hey @Dylan!

There’s no way currently to view the current outstanding credit balance. For context, app credits are applied as merchant-wide credits rather than app-specific ones.

ie, when you issue that $10 credit, it goes into the merchant’s general app credit pool and can be used toward any app charges on their account, not just charges for your app.

If you’re looking for something that can only be used specifically for your app charges, you might want to look into app discounts instead. Unlike credits, discounts are tied directly to your app and give you more control over how they’re applied to your specific charges.

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Got it, thanks @KyleG-Shopify

The complication with discounts is that it requires the merchant to accept the change in a confirmation URL.

I’d like to avoid that extra friction. Sometimes the staff member I’m supporting doesn’t have permission to manage charges, and they have to escalate. Sometimes the confirmation URL expires before they can redeem.

Correct me if I’m wrong, but updating the subscription to include this discount might also change the billing period start date too. Which would complicate things.

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Hey Dylan,

Good call on that extra friction. I can see how credits would make that easier to manage and provide a better user experience. That’s especially important since I assume extra friction could be detrimental in these situations.

Updating the subscription with a discount typically applies on the next charge if there isn’t a change to the subscription price

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Got it, thanks for clarifying on the timing of the discount application.

Yea unfortunately that wouldn’t work for the most common scenario which is discounting/removing the current billing period.

And issuing app credits are pretty risky to partners then without the visibility of knowing the current balance.

Well thanks for the details, I really appreciate it.

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