Use this section to customize your Shopify Returns and Exchanges refund methods and automations to streamline the process and improve customer satisfaction.
Customize flexible refund methods for Shopify Returns and Exchanges via the Return Settings page to improve customer satisfaction.
You can enable the following refund options:
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Original Payment Method
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Gift Card or Store Credit
Follow these steps to configure your returns methods.
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Select the Actions menu
next to your desired Shopify store.
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Select Configure Returns Settings.
You will be redirected to a new returns management portal.
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Select Refund Methods.
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Toggle On the refund methods you would like to support. Only active methods will be displayed to customers during the return process.
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Click Save Changes after you make your configurations.
For both refund methods, the following settings are available:
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Enable/Disable Refund Method: Use the toggle switch to activate or deactivate the method. Only active methods will be displayed to customers during the return process.
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Set as Default Method: One refund method must be marked as the default. This will be pre-selected during the return process unless the customer chooses an alternative.
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Customer-Facing Description: Enter a custom message to describe the refund option, helping customers understand their choices more clearly.
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Return Window Settings: Set the return window globally, or manually customize the available days for this refund method.
Gift Card / Store Credit Refund: Incentivise Refund
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Encourage your customers to select this refund method by offering a bonus amount (e.g., 10% extra value). You can define this incentive amount.
Original Payment Method Refund: Payment Processing Fee
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Use this option to apply a processing fee if the customer selects the original payment method. This fee is deducted from the refund amount and should be configured based on your policy.
Automations and rules streamline your return and exchange process. When your customers submit requests, these automatically apply and perform tasks based on the criteria and actions you define within each rule.
Follow these steps to create a returns automation.
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Select the Actions menu
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Select Configure Returns Settings.
You will be redirected to a new returns management portal.
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Select Automation Rules.
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Click Add New Rule.
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Enable the Activate toggle to On.
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Create a Rule Name.
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Select an Action from the dropdown.
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Select your Parameters.
From here, you can select if the rule applies to returns, exchanges, or both.
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Select which products the rule applies to.
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Click Create Rule.
Update Rules Anytime
Once you create a rule, you can always edit, delete, or disable it at a later time.
You can configure rules to automate your return actions based on product tags. Use tags to block returns or exchanges, offer free shipping, restrict refund methods, and more.
You can create rules using:
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Product Tags
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Order Tags
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Customer Tags
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Discount Codes
Follow these steps to create a tag-based rule.
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Select the Actions menu
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Select Configure Returns Settings.
You will be redirected to a new returns management portal.
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Select Tag Based Return Rules.
Choose to enable, disable, or delete your preset rules.
Default Rules
There are four default rules automatically created for you:
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Tag:
Service_blockedwill Block Returns & Exchanges -
Tag:
NO_RETURNwill Block Returns -
Tag:
NO_EXCHANGEwill Block Exchanges -
Tag:
KEEP_ITEMSwill Keep Items
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To create a new rule, select Create New Rule.
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Select an option from the Action dropdown.
The Action options are:
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Block Returns & Exchanges
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Block Returns
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Block Exchanges
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Keep Items
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Offer Free Shipping
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Block Refund to Original Payment Source
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Select the tag type from the Tag Type dropdown.
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Type the name or tag you would like to use for this rule.
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Click Create Rule.
Update Rules Anytime
Once you create a rule, you can always edit, delete, or disable it at a later time.