Refund an Order in Bold Cashier

Overview

Since Bold Cashier uses its own built-in checkout, orders made through our app have to be refunded in a different way than your standard Shopify orders. This ensures that the amount refunded goes through the Payment gateway that processed the order via Bold Cashier.

Refunds are issued automatically 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.

A refund can be processed manually through your payment gateway, but there are two ways that refunds can be managed through your store. The first is done directly through the "Orders" tab within Shopify, and the other is by completing this directly through the Bold Cashier app.

For more information on both methods, please see the following information:

 


 

When an order is placed through Bold Cashier, you are able to refund it directly via Shopify's 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.

To complete a refund, please follow these steps:

  1. From Shopify's 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.

To refund an order that has been placed through Cashier directly within the app, please follow these steps:

  1. From Shopify's 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.
Was this article helpful?
0 out of 0 found this helpful