Refund an Order in Bold Cashier

Orders made through Bold Cashier need to be refunded in a different way than your standard Shopify orders. This ensures that the refunded amount actually goes through the payment gateway that processed the order via Bold Cashier.

Refunds are automatically issued within the app, but banks may take between 5-10 business days to complete this refund. Certain payment gateways may also require a 24 hour period before the order can be refunded.

When a refund is requested through your payment gateway, it may take 3-7 business days to be received by the customer, though this is dependant on the specific gateway used with Bold Cashier.

You can refund customers one of two ways:

  • Through the Orders tab in the Shopify admin.
  • Through the Bold Cashier admin.

See below for more information on how to refund an order in Bold Cashier.

 Caution

This article is specific to Bold Cashier on Shopify. If your store is using Bold Checkout, please visit the articles relevant for BigCommerce, WooCommerce, or commercetools, here.

 


 

When an order is placed through Bold Cashier, you are able to refund it directly via the Shopify admin by following the steps below.

This is recommended as it connects directly through the payment gateway, and will update the payment status on the Shopify order.

  1. From the Shopify admin, select Orders.
  2. Select the Order that you wish to refund.
  3. Select More Actions on the top, then Refund - Cashier.
  4. Enter a Refund quantity.

    Note: To issue a full refund here, select Issue Full Refund and skip to the last steps.

  5. Enter a Restock quantity. (optional)
  6. Enter a $ amount next to Shipping refund if you would like to refund a full or partial shipping charge.
  7. Enter a refund reason (optional). This option appears in the Shopify order section.
  8. Select Refund $XX.XX.

 


 

Refund order through Cashier

When an order is made through the Bold Cashier checkout, you are able to use our app to make a full or partial refund. This requires the additional steps of opening and navigating through our app and completing it there.

  1. From the Shopify admin, select Apps.
  2. Select Bold Cashier.
  3. Select Orders, then All Orders.
  4. Select the Refund button beside the order you wish to refund.
  5. Enter a Refund quantity.

    Note: Please select Issue Full Refund if you're planning on refunding the whole order.

  6. Enter a Restock quantity. (optional)
  7. Enter a $ amount next to Shipping refund if you would like to refund a full or partial shipping charge.
  8. Enter a refund reason. (optional)
  9. Select Refund $XX.XX.
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