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Convert Refunds to Gift Cards or Store Credit

Refund RMAs can be converted to a Gift Card or Store Credit without being deleted and recreated. This article covers eligibility, the conversion steps, and how bonuses are applied during conversion.

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Written by Guido Kaspers

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.


Applying a bonus to a conversion

If bonus credit is enabled on the dashboard, the bonus is added automatically whenever a refund is converted to a Gift Card or Store Credit.

  • The bonus amount is calculated and applied at the moment of conversion — no separate action is required.

  • A note recording the bonus amount added is logged on the RMA.

  • The bonus appears alongside the base value in the RMA's totals table.

To change the bonus amount later, see How to adjust the credit bonus on an RMA.


Conversion behaviour

Gift card or store credit value

  • The value equals the refund amount, plus any bonus that has been applied or adjusted on the RMA.

  • If no bonus has been applied, the value equals the refund amount only.

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 or Store Credit messaging.

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

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