Overview
Returns Manager gives you the flexibility to process refunds for your customers directly from within the app's admin, or use Shopify's gift card functionality to offer store credit.
Refunding works similar to the way that the refund portal available within the Shopify admin works. You'll be able to see the notes a customer has left about their order and why they want a refund. You can also set up returns to be automatically approved if it fits with your store's return policy.
Customers are able to leave notes to indicate they would like a store credit, instead.
Select one of the following accordions to view the instructions:
To process a refund with Returns Manager, please follow these steps:
- From Shopify's admin, select Apps.
- Select Returns Manager by Bold.
- Select Returns.
- Select Pending Requests.
- Select Approve, next to the return you would like to process.
- Select OK.
- Select Active Returns.
- Select Refund.
- Complete the fields and select Refund.
Follow the steps in the above refund process, checking the "Customer Note". If they'd like a credit return, you'll follow the same steps, however instead of selecting "Refund" you'll follow these steps:
- From Shopify's admin, select Products.
- Select Gift cards.
- Select Issue gift card.
- Edit the Code (optional).
- Select the Initial value.
- If you select Other, enter the gift card amount.
- If you select Other, enter the gift card amount.
- Enter the customer name.
- Select the customer.
- Edit the expiration date (optional).
- If you enable an expiration date, select the date.
- If you enable an expiration date, select the date.
- Enter a Note for this gift card for your own reference.
- Select Issue gift card.
Note: After selecting Issue gift card, your customer will be emailed their gift card through Shopify.
Once you've gotten confirmation from your customer that they've received their gift card and are satisfied with the return process, you can archive their return.