# Check and Correct a Customer's Store Credit

> Works out why a customer's store credit looks wrong from the full history, then fixes it with a clear note.

- Job: [Customers](https://storeagent.ai/mcp-recipes/job/customers/)
- What it does: Asks first: changes your store, only after you say yes
- Time saved: ~15 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Advanced Coupons
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/fix-store-credit-balance/

## The prompt

```text
A customer with the email [email] says their store credit balance is wrong. Find them, show their current balance and their store credit history for the last 6 months, and explain each entry in plain words. Tell me if anything looks like a mistake, like a double refund or a missing credit. If a fix is needed, show me the exact increase or decrease and the note you will add, and wait for my OK. After I approve, make the change and email the customer about it.
```

## What happens when you paste it

You: A customer with the email [email] says their store credit balance is wrong…

Assistant: Sam Lee (user 2291) has $15.00. History shows a $25.00 refund credit on 2 September, then a $25.00 admin decrease on 3 September with no note. Calling: `advanced-coupons/list-store-credits`, `advanced-coupons/get-store-credit-ledger`, `advanced-coupons/adjust-store-credit`.

Assistant: This will make changes in WooCommerce. Do you want me to go ahead?

Assistant: I added $25.00 back with the note: Reversed duplicate decrease from 3 September. Sam's balance is now $40.00 and the email is sent.

## Abilities this recipe calls

- **List store credit balances** (`advanced-coupons/list-store-credits`, read only, from Advanced Coupons): Lists customers with store credit and their current balance.
- **Get store credit history** (`advanced-coupons/get-store-credit-ledger`, read only, from Advanced Coupons): Shows every store credit entry for one customer: earned, used and adjusted.
- **Adjust store credit** (`advanced-coupons/adjust-store-credit`, asks first, from Advanced Coupons): Adds or removes store credit for a customer, with an optional email to them.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Do not send the customer an email about the change.
- Only look at entries from [start date] to [end date].

## Related recipes

- [Find Your VIP Customers](https://storeagent.ai/mcp-recipes/vip-customers.md): Your top spenders and most loyal repeat buyers, plus the ones who have gone quiet.
- [Say Sorry With Store Credit](https://storeagent.ai/mcp-recipes/store-credit-delays.md): Gives a small credit to every customer whose order is running late, with a note explaining why.
- [Give a Customer Membership Access by Hand](https://storeagent.ai/mcp-recipes/grant-membership.md): Finds the customer from their orders, checks what they already have, then adds the plan you choose.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/
