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Does this sound like you?
- "We issue store credit and it lives in three places: a spreadsheet, a discount code, and someone’s memory."
- "Finance spends part of every month reconciling what customers think they’re owed against what we think we owe them."
- "We want credit balances the customer and our team both see the same number for."
What I built
A hybrid Shopify credit application for a client who needed loyalty and rewards functionality Shopify doesn’t offer natively. It tracks customer credit activity, syncs balances with their Exigo ERP, and supports both manual and automatic credit adjustments through a custom-built backend, with embedded dashboards for the store’s admin team.
Where this fits your problem
If your gap is specifically applying store credit inside the draft-order flow for phone and email B2B orders, that’s a related but distinct build, I haven’t shipped that exact mechanic yet. The assessment tells you honestly which parts of your setup match what I’ve already built and which parts are new engineering.
How it starts
A paid technical assessment: I map your current credit workflow against what I’ve actually built before, and tell you honestly what’s proven and what’s new.
For your technical person
There are three Shopify surfaces that intersect a store-credit gap. Draft orders (admin-side): the draft-order flow lets a team build an order on behalf of a customer, with custom line items and adjustments, but doesn’t by default surface a customer’s store credit balance or apply it as a payment-side credit. Store credit (customer-side): Shopify exposes store credit on the customer record; customers can see and use it on self-checkout, but the admin can’t natively apply it at the draft-order line. App extensions: a custom Shopify app, with the right access scopes, can read the balance, surface it inside the draft-order flow (via a draft-order app extension on Plus, or a custom admin page on standard), apply the credit as a recorded adjustment, and decrement the balance.
The delivered credit system: React front end, Node.js backend, a custom REST API, the Shopify Storefront and Admin APIs, and a sync to Exigo ERP, with MySQL as the data store.
Questions owners ask
Do I need Shopify Plus to fix this?
Often no. Some fixes are easier on Plus (checkout extensions). Standard Shopify can usually carry the draft-order side cleanly.
Will the fix integrate with our ERP, Xero, or accounting?
Yes, if that integration exists or can be added. The assessment names the path.
Will customers see their balance?
Yes. The email and admin views are reconciled, so the customer and the team see the same number.
Can we keep our existing discount-code workaround during the migration?
Yes. The fix typically runs alongside while balances are migrated, then the codes are retired.
How long does this take?
Most B2B store-credit fixes are two to four weeks of focused engineering after the assessment.
Will Shopify break this with their next update?
The fix uses documented Shopify APIs and the published B2B and draft-order surfaces. It survives normal platform updates.