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Convert Refunds to Gift Cards or Store Credit

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Written by Guido Kaspers
Updated this week

You can convert an existing Refund RMA into a Gift Card or Store Credit without deleting and recreating the return.


Eligibility

The conversion option is available only when:

  • The RMA result type contains a refund.

  • The credit options setting is enabled on the dashboard.

The conversion option is disabled when the RMA is:

  • On Hold

  • Closed

  • In Needs Review

  • Instant Exchange


How to convert a Refund

  1. Open the relevant RMA.

  2. Click Convert to Credit.

  3. Select:

    • Convert to Gift Card, or

    • Convert to Store Credit (if enabled).

  4. Confirm the action in the confirmation modal.

Clicking Confirm performs a conversion only. No processing is triggered, and the conversion cannot be reversed afterwards.


Conversion behaviour

Gift card or store credit value

  • The value equals the refund amount.

  • No bonuses are applied as part of this conversion method.

RMA updates

After conversion, the RMA updates to reflect the new outcome:

  • Result type

  • Totals

  • Type and filters

Customer communication

  • Any customer email sent post-conversion uses Gift Card messaging.

  • When the RMA is processed, Shopify issues a gift card for the converted amount.

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