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Shopify Store Credit Refunds

Published on: June 4 2023 by pipiads

Issuing refunds is an important part of maintaining customer trust. In this article, we will cover how to process refunds for online orders through your Shopify admin.

Difference between returns and refunds:

A return occurs when a customer sends a product back to you, while a refund occurs when you send payment for an order back to a customer. It is important to process a return before issuing a refund. Payments can only be refunded to the original payment method.

Setting proper expectations:

It is important to create a refunds/returns policy and link it in your header/footer menu to set proper expectations with customers. The policy should include information on whether refunds or store credits are offered, how long someone has to request a refund, and how long it takes to receive a refund.

Example 1: Refunding from one location:

To issue a refund for an order fulfilled by one location, click on Orders and open the order you want to refund. Click on Return Items, generate a return label, and restock the products in store inventory. Once you receive and confirm the condition of the products, click on Refund and enter the refund amount, shipping costs paid, and a reason for the refund (optional). Click on Refund to complete the transaction.

Example 2: Refunding from multiple locations:

To issue a refund for an order fulfilled from multiple locations, click on Refund and choose the number of items to refund. Keep the Restock item box checked to update inventory levels at each location. Enter a reason for the refund (optional) and click on Refund to complete the transaction.

Archiving orders:

Archiving an order removes it from the Open orders list. To archive an unfilled order, click on the order to open it, click on More actions, and click on Archive.

Issuing refunds may seem daunting, but it is an important part of maintaining trust with customers. By following these simple steps, you can easily process refunds for online orders through your Shopify admin. For more information, check out the links below or visit help.shopify.com.

How to Deal With Shopify Refunds & Returns | ReturnGo App

In today's tutorial, we will be discussing the most efficient way to deal with returns and refunds for your Shopify store. The best way to handle refunds is to set up a returns and exchange portal that allows customers to exchange their item for another item from your store or receive store credit. This way, you can keep some profit rather than refunding them directly.

Creating the Returns and Exchange Portal:

1. Install the Return Go app from the Shopify dashboard and start the free trial.

2. Click on Settings and set up your store settings, including your store name, URL, return policy, support email, and currency.

3. Under Return Reasons, allow customers to return items for specific reasons such as damage, receiving the wrong item, or not as described.

4. Under Resolutions, set up various resolution options such as instant exchange, refund to payment method, refund to store credit, ship it later, keep the item, donate the item, and cancel order.

5. Customize the resolution names and descriptions to fit your store's needs.

6. Enable follow-up questions to ask customers for more information about the product and require them to upload images to verify the return.

Using the Returns and Exchange Portal:

1. Customers can access the portal by going to the resolution center in the footer of the Shopify store.

2. They can enter their order number and other details to find their order.

3. They can then choose from various options such as exchanging the item for another size or color or getting store credit.

4. They can upload images and provide a reason for the return or exchange.

5. Once confirmed, the return or exchange will be processed, and a unique reference number will be provided.

Setting up a returns and exchange portal through the Return Go app is an efficient way to deal with returns and refunds for your Shopify store. Encouraging customers to exchange items or receive store credit instead of refunds can help you keep some profit while providing excellent customer service. The app's various resolution options and customizable settings allow you to tailor the portal to fit your store's needs and make it easier for customers to

Adopt Store Credit Refunds w/ Rise.ai | Store Credit & Gift Card solutions for your online brand

Hi everyone, I'm Sam from Rise, your one-stop-shop for all customer engagement activities. In this video, we'll review how to use Rise to manage refunds and returns, reducing operation costs and creating a quick and painless experience for your customers and support team. Let's get started.

Managing Refunds with Rise:

To issue a refund through Rise, follow these steps:

1. Go to the orders tab in your Shopify admin and search for the order you want to refund.

2. Click on the more actions button and choose to issue a refund through Rise.

3. This will redirect you to the refund module, where you can edit the details of the refund you want to issue.

4. Choose which items to refund, restock the item or not, add an internal note, choose to notify the customer, change the refund amount, and add an expiration date.

5. You can also choose to include shipping and tax when refunding. Shipping and tax will be relative to the products being refunded.

6. If a discount was applied to the order, we will deduct the value of the discount from the amount refunded to refund exactly what the customer paid.

7. If the customer doesn't have an email address in the Shopify system, you can add an email address here.

8. Once the refund is issued, you will be directed to the customer's page in your Rise dashboard, and a log of the refund will be recorded here.

Customizing Refund Emails:

You can customize the email sent out to your customers when they are notified about the refund. Here's how:

1. Go to the email builder tab and customize the refund email.

2. Proceed to customize the text and appearance of the email.

Using Issue Store Credit Button:

If you'd like to add a personal note to each refund, you can use the issue store credit button from the top of your Rise dashboard. All refunds are accumulated on one loyalty code that is directly linked to your customer's account. This can also be added to your customer's apple wallet, allowing them to easily access their store credit.

Managing refunds and returns with Rise is super easy and will make your customers feel appreciated and valued. If you have any questions, we're happy to talk to you through our chat or email. Check out our other videos to learn more about Rise's features.

POS: How to process returns & refunds || Shopify Help Center

Great customer service is crucial for any business, and when it comes to processing returns and refunds, it is essential to have a straightforward and efficient system in place. In this article, we will provide a complete guide to returns and refunds in the all-new Shopify POS.

Steps to Process Returns and Refunds:

1. Open the Shopify POS app and tap the menu icon, then tap Orders.

2. Use the sale type and location filters to find the order or search by the customer's name, email address, or order number.

3. Tap the order to open it.

4. Refund the entire order or part of it.

5. Use the plus and minus signs to specify how many of each item you're returning to your inventory.

6. Review the refund summary, including the total amount, taxes, and shipping charges (if applicable).

7. Edit the product's inventory if necessary.

8. Decide whether to refund shipping charges.

9. Offer a refund using the same payment type the customer used originally.

10. Add a note in the reason for return section (optional).

11. Tap Refund and mark it as refunded.

12. Give a receipt to the customer if needed.

Processing returns and refunds can be simple and efficient with the all-new Shopify POS. By following these steps, you can provide excellent customer service while also managing your inventory and finances effectively. If you have any questions or need further assistance, contact us directly at help.shopify.com/questions.

How To Handle Shopify Refunds And Returns (Step by Step) | Easy Tutorial

How to Deal with Refunds in Your Shopify Store

Dealing with refunds can be a stressful experience for any Shopify store owner. However, it's important to stay calm and remember that it's a common occurrence in the ecommerce industry. In this article, we will discuss how to create a refund policy, handle refunds for dropshipping products, and how to contact your dropshipping supplier for assistance.

Creating a Refund Policy:

1. Go to your Shopify store's settings and locate the policies section.

2. If you don't have a refund policy, use Shopify's template to create one.

3. Customize the policy by adding your email and return address.

4. Save the policy.

Handling Refunds for Dropshipping Products:

1. If a customer requests a refund for a dropshipping product, contact your dropshipping supplier immediately.

2. Wait for verification that the product is not right or was not received correctly.

3. If a refund is necessary, select the product sold and subtract the discount from the refund amount.

4. Make the refund for the discounted amount.

Contacting Your Dropshipping Supplier:

1. Go to your dropshipping supplier's website and search for their support or help center.

2. Look for keywords related to refunds, canceled orders, or failed orders.

3. If you can't find the answer, contact your supplier through their messenger application.

4. Explain the situation and ask for assistance.

Dealing with refunds in your Shopify store can be challenging, but by following these steps, you can handle them with ease. Remember to stay calm, communicate with your dropshipping supplier, and always provide excellent customer service. With time and experience, you'll become an expert in handling refunds and growing your ecommerce business.

Integrate Rise.ai to your Shopify POS | Store Credit & Gift Card solutions for your online brand

Hi everyone, I'm Sam from Rise, your one-stop-shop for all your customer engagement activities. Rise seamlessly integrates with Shopify POS, allowing you to create a gift card and loyalty program that works smoothly across all sales channels. In this article, we will provide an in-depth review of how Rise integrates with your Shopify POS and how your customers can benefit from your gift card and loyalty program in-store as well.

Using Rise's gift cards with Shopify POS:

- For customers to redeem gift cards in-store, upon proceeding to checkout, choose the gift card option as the payment method.

- Manually enter the gift card code or scan the QR code attached to the gift card email.

- To add the QR code to your gift card emails, go to your Rise dashboard email builder tab.

- Sell digital gift cards in your POS, ensuring that you insert the customer's email when checking out, and we will send the gift card to that email address.

- You can also create physical gift cards using Rise.

Using Rise's loyalty and rewards program with Shopify POS:

- Set up the Rise app box in your POS home grid.

- Using the Rise app section within your POS, you will be able to see how much store credit the customer has in your store.

- Insert the customer at checkout and click the app box to apply the store credit they have. This will act as a discount code and won't be able to be combined with other discount codes or applied to tax.

- Insert the customer's loyalty card code at checkout in the gift card section to redeem store credit.

- Customers will automatically collect store credit when purchasing through the POS according to the workflows you have set up.

- Insert customer info before checking out to ensure the customer will be rewarded.

- Customers that register with their phone number and not with email will not get notified regarding the store credit they receive.

That's the breakdown of Rise's integration with Shopify POS. If you have any questions, we'll be happy to talk with you through our chat or email. Check out our other articles to learn more about Rise's features.

How to Refund an Order in Shopify, 2022

In this tutorial, we will learn how to create refunds in Shopify. But before we dive into the demonstration, there are a few things that you need to keep in mind.

Important points:

1. Refunds can only be made back to the original payment method.

2. Credit card transaction fees are not returned to merchants after refunds.

3. Refunds can take up to 10 business days to process, but usually take 3-5 business days in Canada.


1. Log in to your Shopify admin panel.

2. Go to orders and select the order that you would like to refund.

3. Click on the refund button.

4. You can either do a full refund or a partial refund.

5. For a full refund, add the quantities for each product into the field.

6. You can also restock items and refund shipping costs.

7. Once everything is ready, send a notification to the customer and click on the refund button.

8. The refund will be processed and will take several business days to show up on the customer's credit card history.

Creating refunds in Shopify is a straightforward process that can be done in a few simple steps. Keep in mind the important points mentioned earlier, and you'll be able to provide your customers with a seamless refund experience.

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