Set an expiry on store credit

Decide how long the store credit from a store-credit reward or from cashback stays spendable. By default it never expires; turning on an expiry keeps long-forgotten credit from accruing as liability forever.

Steps

1. Go to Program → Redeeming points and open a Store credit reward to Edit.
2. Turn on Give the credit an expiry date, then set Days the credit stays usable. It starts at 365 when you switch it on.
3. Click Save to apply the change.

Tip

The deadline is enforced by Shopify itself: Charm issues the credit with an expiration date, and Shopify removes it when the date passes. Existing rewards keep their current behavior (no expiry) until you switch the toggle on, and credit that was already issued keeps the expiry it was issued with.

If a customer’s order is refunded and their reward reversed, points come back first and an already-expired credit surfaces as an explicit message in the admin; nothing is silently retried.

Cashback store credit

Cashback credit can expire too, counted from the day each credit is issued. This covers the shop-wide Cashback as store credit way to earn and the Store credit cashback perk on a VIP tier or a paid membership. It’s off by default, so cashback credit never expires until you turn it on.

1. Open the cashback you want to change:
   • Shop-wide cashback: go to Program → Earning points and open the Cashback as store credit rule.
   • A tier’s cashback: go to Program → VIP tiers, find the tier and open its Store credit cashback perk under Perks.
   • A membership’s cashback: open the plan’s Store credit cashback perk under Member benefits. See add membership perks.
2. Turn on Expire the cashback credit.
3. Set Days the credit stays usable. It starts at 180 when you switch it on.
4. Save the change. The rule’s summary then reads “Expires after 180 days”, for example.

Shopify removes whatever is left of each credit once its days are up. Only credit issued after you save gets an expiry; cashback that was already issued keeps the terms it was issued with.

When a customer has both the shop-wide cashback and a tier or membership cashback perk, the higher rate wins for the order, and that source’s expiry applies. On a tie, the tier or membership perk wins.

What customers see:

• The Store credit earned email adds a “Valid until” line with the date. Cashback that never expires shows no such line.
• A tier or membership cashback perk reads, for example, “5% back as store credit, valid for 180 days”.

Refunds. Cashback that is reversed on refunds (on the shop-wide rule, that’s Reverse credit when order is refunded) is taken back as usual when the order is refunded or cancelled before the credit expires. After the credit has expired, Charm takes nothing back: Shopify already removed what was left, and a deduction now could only come out of the customer’s other credit, which this order never paid for.

Related

• Concept: Points & rewards
• Set an expiry window for when a reward can be redeemed
• Set up points expiration