Returns are an inevitable part of running any store. But when they happen, you have a fantastic opportunity to turn them into a positive experience for your customers. You have two powerful options at your disposal: issue a refund or offer store credit that customers can use to explore and purchase other exciting products in your store.

By offering store credit, you not only retain the customer’s business but also encourage further engagement with your brand. This approach can transform a return into a win-win situation, fostering customer loyalty and boosting future sales. Embrace the potential of returns to enhance customer satisfaction and drive your store’s success!

Issuing store credit can be a more effective way for you to offer customer returns. It maintains the customer in your store and you don’t have to pay any fees for the refund. And it is relatively simple to do. Additionally, offering store credit can be beneficial for your Shopify business operations, as it helps retain revenue within your store ecosystem.

So, here are the steps for providing store credit on your Shopify store.

Key Takeaways
1
Issuing store credit on Shopify can be more effective than refunds, keeping customers engaged with your store.
2
Simple steps to issue store credit include logging in, selecting orders, and choosing the refund option.
3
To issue credit, select ‘Issue Gift Card’ during the refund process and set its value.

 

Step 1 - Login

The first step is to login to your site.

Step 2 - Orders

Then from the admin section head to the ‘Orders’ section of the backend. Then you need to find the order for the customer that has requested a refund. Click on the order to go into the ‘Order Management’ screen.

Step 3 - Choose Refund

Then choose the ‘Refund’ option and click on ‘Done’. You will then need to enter the quantity of the items in the order that will be refunded. This allows you to refund only the items that need to be refunded. The refund total is automatically calculated. And it will minus any shipping charges that are applicable.

You’ll want to enter in ‘0’ at this point, because you want to issue a gift card instead of refunding the customer.

If the customer has not sent the items back, then be sure that you uncheck the ‘Restock Items’ box. This would add the products back into your stock automatically.

You can also add a reason for the refund and uncheck the notification on why the customer has requested a refund.

Step 4 - Refund

Now click on ‘Refund’. Steps one to four are just for record keeping.

It’s important to note that when you issue store credit, you won’t get paid from Shopify for this transaction. Shopify only pays you for actual sales, not for store credit issuances.

Step 5 - Issue Gift Card

Now you can issue a gift card for your customers. To do this go to ‘Products’ and then the ‘Gift Cards’ option.

Step 6 - Set Value

In the ‘Issue Gift Card’ dialogue, select the initial value of the gift card. This is most likely a custom amount that can be entered.

Step 7 - Assign To Customer

Now you need to find the customer by using the search box. You can enter the customer’s name or their email address to find them. When you’ve found the customer, select them.

Step 8 - Complete

Now you need to click on the ‘Done’ option. Now the customer has access to a gift card and only them. No-one else can use that gift card. However, they can sometimes have these transferred, but that is dependent on you and you would have to do that yourself.

After issuing store credit, remember that Shopify will pay you when the customer actually uses the credit to make a purchase. This is typically processed along with your regular payouts from Shopify.