Automatically waiving small balance discrepancies in Customer Portal
Updated 4 weeks ago
In your Customer Portal settings, you can enable the option to automatically discount small balance differences that occur after an order edit. This setting is disabled by default. When turned on, Customer Portal will automatically apply a line item discount to offset small increases in price, bringing the balance to zero.
Enable Automatically discount small balance differences
Once enabled, if a variant change increases the order total by less than your set limit, Customer Portal will automatically discount the difference on the affected item.
This feature currently supports edits where a customer swaps one variant for another. It doesn't cover balances created by a shipping rate change from an address update.
Steps
From your Shopify Admin, navigate to Apps > Cleverific.
In the nav menu, click Customer Portal.
Scroll to the Waive small balances section.
Check the box next to Automatically discount small balance differences.
Set the Balance threshold (for example,
$0.10).
Click Save in the top bar.
Once set up, these small balance differences will be handled for all future order edits in Customer Portal by applying a line item discount to the line item to bring the balance back to zero.
Notes: The feature only applies when the new total is higher than the original within your set amount threshold.
e.g.: $0.02 outstanding with Balance threshold set to $0.10.
If the difference in the outstanding amount exceeds the threshold set up, customers will see the remaining balance as usual.
You can adjust or disable this setting anytime from your Customer Portal settings page.
Any questions? Please feel free to reach out to [email protected]