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 refund with store credit from your Shopify admin
1. Within your dashboard, enter the Refunds tab → Go to Orders. This will redirect you to your Shopify admin 'Orders' page.
* Please note that Generally, to process Rise refund with store credit, you'll need to have the Rise.ai dashboard and the Shopify admin open simultaneously.
2. Within the Orders page in your Shopify admin, you'll need to select the orders you want action. Then, in the upper right corner, click on More Actions → Refund with Store Credit.
3. After you've clicked Refund with Store Credit, a new tab will open with the Rise.ai module. You'll see that the order and customer details are already filled out.
In this window, you can select which items you'd like to issue the refund with store credit for, and edit the following:
Restock Items: If you do not want the items to be re-stocked, uncheck this option below the products list.
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: Un-check the 'Send a notification to the customer' option in case you do not want them to be notified about the store credit they're refunded with.
* In most cases this option will remain checked, as the notification is required.Include Tax: Un-check this option if you do not want the tax amount to be included in the refunded amount (with store credit).
Include Shipping: Un-check this option if you do not want the order's shipping fees to be included in the refunded amount (with store credit).
Refund Amount: The amount you'll refund with store credit. By default it will be the amount of the items selected including tax/shipping unless they're un-checked. You can still override it with a custom a mount.
Expiration Date: Lets you set up an expiration date/period for the issued store credit.
4. Once you've finished filling up the module, click Refund to process it. A small window will then pop-up verifying that the credit was issued.
Please note: if a discount was used in the order, the system will deduct the relative amount of the discount from each item.
5. 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.
How to customize your 'refund with store credit' email template
You can customize the notifications sent following a 'refund with store credit' action in one of the following ways:
Option 1: Within the Rise dashboard, in the 'Refunds' tab, click 'Customer View' -> select the notification type you want to customize:
Option 2: Within the Rise dashboard, in the 'Notifications' tab, Select 'Store Credit Refund' email:
Connecting Rise.ai Store Credit to Third-Party Return Apps
Rise.ai can be integrated with third-party return apps such as Loop Returns, Narvar, AfterShip, Swap, ReturnGo, PostCo, and Redo. By connecting Rise.ai store credit to these platforms, you can offer store credit as an option to Customers during the return process.
To discover and enable an integration between Rise.ai and a return platform, follow the next steps:
Go to the Refunds tab in your dashboard.
Scroll down to the Explore Apps section and click View All.
You’ll be redirected to the Integrations tab.
At the top of the page, filter the apps list by selecting Returns.
How to View Your Store’s Refund Activity History
At the bottom of the Refunds tab, you'll find the Refund History table, which documents all store credit issuances that have been processed as refunds. This table allows you to easily track and review relevant refund activity.
In the Refund History table, you’ll find the following information for each refund issuance:
Customer Email: The email address of the customer who received the credit.
Date Created: The date when the credit was issued.
Amount: The amount of credit issued.
Note: Any notes added to the issuance.
Expiration: The expiration date set for the issued credit.
Source: The channel in which the credit was issued (particularly useful for multi-channel accounts).
Note: This table includes only refunds made on or after September 17th, 2025. Refunds issued before this date are not included.
Analyzing Your Refund With Store Credit Activity
The Refunds analytics tab provides valuable insights into your store’s refund activity, helping you understand how store credit refunds contribute to customer engagement and business performance.
Important to note:
The analytics refresh every 24 hours and display data up to the beginning of the current day in UTC. Therefore, real-time numbers for the current day may not be immediately visible.
Additionally, they are based only on refunds made on or after September 17th, 2025. Refunds issued before this date are not included.
The Key Metrics Tracked are:
Total Saved Revenue:
The total value of store credit issued as refunds during the selected timeframe, including any additional incentives provided.
Redemption Rate:
The percentage of refunded credit that has been redeemed so far, out of the total amount issued within the selected timeframe.
Comeback Rate:
The proportion (count) of store credit refunds issued that have been redeemed, indicating repeat engagement from refunded customers.
Total Redeemed Value:
The total amount of refunded store credit that customers have redeemed in the selected timeframe, regardless of when the refund was originally issued.
Upsell:
The additional spend by customers on top of the value of their redeemed store credit, showing the incremental revenue generated from refunds.
Opt-in Rate:
The percentage of Rise.ai store credit refunds out of the store’s overall refunds, during the selected timeframe. Reflects the customer adoption of the store credit refund option.
Including 3rd Party Integrations Store Credit Refunds in Rise.ai Analytics
If you are issuing refunds with store credit through a 3rd party app (e.g., Loop, Swap, AfterShip, or Narvar), you can ensure these refunds are tracked in your Refunds analytics and history by tagging the related workflow action in Rise.ai with Refund. This way, any store credit refunds processed via these integrations will automatically appear in the Refunds tab, providing you with complete visibility and accurate reporting across all refund channels.
To include 3rd party store credit refunds in analytics and history:
Navigate to the Workflows tab in your Rise.ai dashboard.
Create or edit the workflow used by your third-party integration to issue store credit refunds.
In the workflow action that issues store credit, find the Tag field.
Select Refund as the tag.
Click Apply, then save or activate your workflow.
See the following screenshot for reference (the trigger and workflow might change based on the specific integration):
All future store credit refunds issued through third-party apps with workflows tagged as Refund will be included in your Refunds analytics and history tables.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box