How To Give Store Credit On Shopify

The first step is to login to your site.

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.

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.

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

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

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.

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.

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.