In this article you will find:
Important:
How Rise processes store credit refunds
With Rise, you can issue store credit for refunded orders instead of a cash refund. Customers will receive the store credit in their customer wallet, where all credit is accumulated.
How to issue store credit for returns from your Shopify admin
Within your dashboard, enter the Store Credit tab → Refunds → Go to Orders.
After you've clicked on the Go to Orders button, select the order you want to refund.
Then, in the upper right corner, click on More Actions → Refund with Store Credit.
After you've clicked on the Refund with Store Credit button, a new window will open with the order and customer details already filled out.
Please note that your Rise dashboard must be open in the background for this process to work. We recommend opening it at the start of each day to ensure a smooth refund experience.
In this window, you can edit:
Which items you'd like to issue a refund for.
Restock Items: If you want to restock the items, you can do so at the bottom of the product list.
Include Tax: Choose this option if you want to include the applicable tax for each item being refunded.
Include Shipping: Select this option if you want to include the shipping charges for the entire order.
Internal Note: This note will appear only in the order notes and the order timeline
(it will not be sent to the customer). You can filter your refunds based on notes by exporting a CSV file from the Orders tab.Notification: Choose whether to notify the customer by checking the Send a notification to the customer option if you want to inform them that they have received store credit.
Add an email address for customers who checked out using their phone number.
Add a dynamic or fixed expiration date for the refund.
Note - if a discount was used in the order, we will deduct the relative amount of the discount from each item.
Once you've finished filling out the fields, click on Refund.
Following this, a pop-up will open up verifying that the credit was created.
You can simply close the tab and continue within the Rise dashboard.
You'll be able to view the refund in the customer's wallet under the Store Credit tab.
If you check the Send a notification to the customer checkbox, an email will be sent to the customer.
The email can be customized in the Rise dashboard → Notification → Store Credit → Refund to credit → Edit.
Here's an example of the email that will be sent:
After refunding an order, you'll see that the note has been added to the order page -
And to the order timeline on Shopify -
How to refund with store credit via Shopify POS -
The POS Refund Extension allows merchants to process refunds directly within Shopify’s POS. Learn more about how to issue store credit refunds here.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box