Refunds - How to highlight orders that have been refunded

If you need the means to highlight orders in your store that have been refunded, then we have a trigger that will tag your orders when either a full or partial refund has been processed.

Article Quick Links

How to tag an order that has been refunded

To identify orders that have been refunded, you will need to select our when a refund is issued workflow trigger when creating your workflow. This trigger will then listen out for the refunds/create webhook from Shopify:

refund-trigger.jpg

When you authorise ANY type of refund on an order in your Shopify store, whether it be a line item refund, a shipping cost refund, or even an ad hoc refund, this trigger will be fired and your workflow will be executed.

Let's explore the available options you have for configuring the rest of your refund workflow.

Tag the order if a full or partial refund has been made

To tag an order when ANY type of refund has been made, whether full or partial, scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied:

fixed-tag.jpg

That's all you need to do to set this up, except of course to give the workflow a name and hit Save.

Tag the order if it has been fully refunded

If you'd like to apply a tag to orders where a full refund has been given, you will need to configure some additional criteria within your workflow. 

Scroll down to the Your criteria section and select the Financial Status of the order criteria from the available criteria dropdown list. It can be found within the Transaction category:

mceclip3.png

From the available options in the Financial Status criteria, select the (refunded) option:

financial-status-refunded.jpg

Scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied to these orders:

fixed-tag2.jpg

That's all you need to do to set this up, except of course to give the workflow a name and hit Save.

Only tag the order it has been partially refunded

If you'd like to apply a tag to orders that have been partially refunded, then you will need to configure some additional criteria within your workflow.

Scroll down to the Your criteria section and select the Financial Status of the order criteria from the available criteria dropdown list. It can be found within the Transaction category:

mceclip4.png

From the available options in the Financial Status of the order criteria, select the (partially_refunded) option:

partially-refunded.jpg

Scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied to these orders:

partially-refunded.jpg

That's all you need to do to set this up, except of course to give the workflow a name and hit Save.

Will this work with Backdating?

If you'd like to tag previous orders that meet your selected criteria for the refund trigger, then why not run a backdating job.

Workflows created using this trigger will work when backdated, however, it will only work if the financial_status of the order is set to either partially_refunded or refunded.

How does backdating work?

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us