Trying to figure out a way to track post purchase refunds/discounts given by our CS team and can’t seem to figure out a way to isolate those in reporting from regular returns or order level discounts made at time of purchase. An example would be- customer places an order, identifies an issue with the product, customer support offers and issues a partial refund back as a courtesy. At the order level, I can see that courtesy refund is listed as refunded from the original amount paid, and the new total paid is listed as net payment. How can I track totals for “refunded” Example below..
Topic summary
A merchant is seeking a way to track post-purchase courtesy refunds and discounts issued by their customer service team, separate from regular returns or checkout-level discounts.
Specific Challenge:
- When CS issues a partial refund for product issues, it appears as “refunded” at the order level with a net payment total
- Unable to isolate these courtesy refunds in Shopify’s native reporting
- Need to track aggregate totals for this specific refund category
Suggested Solution:
Another user recommended exploring third-party apps, specifically pointing to a “Refund Reports” app available in the Shopify App Store that may address this tracking need.
Status: The issue remains unresolved pending testing of the suggested app solution.
Hi @pakt2019 , seems like there are apps to solve for this particular need.
Not sure about the brand / app dev here, but found this on google and thought it might be helpful to test it out?
Regards