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Automation Refund

Refund customers automatically based on your rules, including return fees and a maximum refund value.

Written by Vineeta Pendse

Refund customers automatically, without manual steps, based on rules set up for your store. yayloh can also calculate the refund amount for you, including return fees.

Refund rules are set up by yayloh. To set them up or change them, contact support@yayloh.com.


When refunds run automatically

Refunds can be triggered by:

  • A shipping status, such as in transit or received

  • Inspection OK

yayloh checks return requests every 6 hours. Requests that meet your rules are refunded, using the amount suggested by your OMS and any refund rules you have.

Maximum refund value

You can set a maximum value for automatic refunds. Refunds above it aren't processed automatically, so high-value returns are always reviewed by your team. You'll find them in the Action needed tab in Manage v2.

When a refund fails

Find the request in the Action needed tab in Manage v2, and process it manually. See Managing Automation Errors.

Track your refunds

See all refunds and store credits in the Refund transaction report under Analytics > Datasets. See Analytics: Dataset Page.


How the refund amount is calculated

By default, the refund amount is suggested by your OMS (Shopify, Centra or WooCommerce). yayloh can adjust it with your own rules, for example:

  • Return fees per country, for example 4 EUR for France and 40 SEK for Sweden

  • Refunding shipping costs for full order returns only

  • Separate fees for sale items

  • No fees for VIP customers. See How to segment VIP customers?

When processing a refund manually, you can change the suggested amount, as long as it doesn't exceed the order value.


Refunds on exchange orders

If a customer returns an exchange order, the refund is processed against the original order, automatically if you use automation. Turn this on under Settings > Exchange. See Refund on exchange order flow.

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