Refunds in Bold Subscriptions

Bold Subscriptions V1 processes your orders through its checkout called the recurring checkout. Because of this, the payments you receive for your customer's subscriptions will go through a third party payment gateway, which requires a different refunding process.

It is important to note that when refunding orders through Bold Subscriptions, you will not be able to automatically return the product to your inventory.

If you would like Shopify's inventory to reflect this change, please complete the refund and then manually add that product's quantity back into your Shopify inventory count.

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

 


 

Transaction fees are applied differently depending on the payment gateway that's connected to your store, which means that your refunds are processed differently as well.

 


 

Refunding Orders via Stripe

If you currently have Stripe as your preferred payment gateway, you will receive both our transaction fee and Stripe's transaction fee whenever a customer's order is refunded.

Please visit Stripe's guide to refunding and cancelling payments for more information.

 


 

Refunding Orders via Braintree

If you currently have Braintree as your preferred payment gateway, you will receive our transaction fee whenever a customer's order is refunded. We will deduct the fee from your commission owed when charging the credit card attached to the payment gateway.

Please visit Braintree's guide to refunds, voids, and detached credits for more information.

You can otherwise contact Braintree at 1-877-434-2894 or by emailing their support team.

 


 

Refunding via All Other Supported Gateways

If you currently have any other gateway as your preferred payment gateway, you will receive our transaction fee by deducting it from the commission owed when your credit card is charged through the payment gateway.

Depending on which payment gateway is connected, there may be different ways of crediting back these charges when refunds are processed.

Please reach out to your payment gateway's support team for more information on their refund and transaction fee policies.

 


 

Your customers can access the Manage Subscriptions Page and cancel their subscription at any time (when enabled).

If you want to allow customers to cancel after a certain amount of orders have processed, please visit Minimum Fulfilled Order Feature in Bold Subscriptions for more information.

If a customer requests a refund, please visit Refunds in Bold Subscriptions for more information.

 


 

Setup

  1. From the Shopify admin, select Orders.
  2. Enter the Order Number in the search bar.
  3. Select More Actions.
  4. Select Refund - Recurring Order.

    Recurring Orders Refund

  5. Enter the $ Amount to refund.
  6. Select Refund on the top right corner.

 


 

Troubleshooting

If you have incorrectly refunded a subscription order, you may experience an error similar to the screenshot below.

 Example

Refund Error Example

We recommend contacting Shopify's support team before attempting the refund again. This is important if you're using Shopify Payments or Stripe with Shopify for one-time payments and subscriptions.

When experiencing this error while using a different payment gateway, it's likely that the money would not have been withdrawn, but the refund would have still adjusted the status of the order.

 


 

Partial Refunds

Please follow the steps under Refunding Subscription Orders > Setup.

Then, during step 5, only enter the amount you would like to refund back to the customer.

 


 

Cancelling a Refund

When a refund's requested through Bold Subscriptions V1, the request is sent over to the payment gateway that's currently connected to your Subscriptions app (Stripe, Braintree, Authorize.Net, etc.). Once received by the payment gateway, it'll be processed by that same payment gateway.

If you need to cancel a subscriber's refund, this will need to be performed within the payment gateway that's currently connected to your Subscriptions app.

 


 

When cancelling subscriptions on your customer's behalf, it is highly recommended completing the refund first.

If you cancel the Shopify order first, the order will automatically attempt to refund the order through Shopify's connected payment gateway.

 


 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Subscriptions, then Customers.
  4. Enter the Email Address or your Customers Name to find the order.
  5. Select Edit.
  6. Select the ellipsis beside the order you want to adjust.
  7. Select Cancel Subscription.
  8. Select Confirm.

Cancelling your customer's subscriptions will keep their information within the Bold Subscriptions V1 app admin. Your customers can be found within Customers when sorting by the Inactive Subscriber status.

Your inactive customers can be reactivated later so they can continue with their subscription.

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