> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/analytics-data-and-account/admin-blocks-customer-and-order-pages.md).

# Admin blocks on the customer & order pages

DollarBack puts three cards directly inside Shopify admin, so you can answer "what did DollarBack do on this order?", "why did this customer earn less than expected?" and "can you undo that reward they just claimed?" without opening the app. All three are installed with the app; there is nothing to enable.

## "DollarBack summary" on the order page

Open **Shopify admin → Orders** and pick any order. The **DollarBack summary** card sits among the app blocks on the order detail page and shows every way DollarBack touched that order:

| Row                | What it shows                                                                                                                                                                                               |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Cashback**       | Store credit issued for this order, with a **Pending** badge while the credit is still scheduled and **Credited** once it lands. A badge like "2× tier" appears when a loyalty tier multiplier was applied. |
| **Redeemed**       | Store credit the customer spent paying for this order.                                                                                                                                                      |
| **No cashback**    | Shown instead of Cashback when the order earned nothing, with the reason recorded at calculation time.                                                                                                      |
| **Discount codes** | Earn-side reward codes issued from this order, with "(revoked)" appended if a code was later revoked.                                                                                                       |
| **Referral**       | The referrer this order was attributed to, and the commission they earned.                                                                                                                                  |
| **Edited**         | How many times cashback or the referral reward was recalculated after order edits.                                                                                                                          |

Orders DollarBack never touched show "No DollarBack activity on this order."

The card is a read-only view of the data DollarBack writes to the order itself; see [Metafields & data storage reference](/dollarback-store-credit/developer-tools/metafields-and-data-storage.md) if you want to consume the same data in Flow or your own tooling.

## "Store credit owed" on the customer page

Open **Shopify admin → Customers** and pick a customer. The **Store credit owed** card tracks store credit the customer owes you, per currency. As the card's own help text puts it: "Store credit this customer owes you. It's taken back from their future cashback. Set it to 0 to clear it."

### Where owed credit comes from

When a refund, cancellation, or order edit claws back credit the customer has **already spent**, their Shopify balance can't go below zero. DollarBack records the shortfall as owed instead, and automatically deducts it from the customer's **next cashback** before crediting: they earn less until the debt is paid down. See [Refunds, cancellations & order edits](/dollarback-store-credit/spending-store-credit-and-rewards/refunds-cancellations-and-order-edits.md) for when clawbacks happen.

### Clear or reduce an owed balance

1. Edit the amount next to the currency. Set it to **0** to write the debt off entirely, or lower it to forgive part of it.
2. Click **Save**. The customer's next cashback is no longer reduced (or reduced less).

### Add an owed balance manually

Use the bottom row to record a debt yourself, for example after settling something off-platform:

1. Pick a **Currency**. The picker only lists currencies that don't already have an owed amount; to change an existing one, edit its row instead.
2. Enter an **Amount** above 0 and click **Add**.

Every manual change is written into the underlying record as an "admin\_override" entry with a timestamp, so support can always reconstruct who changed what.

## "Reward redemptions" on the customer page

The third card on the customer page lists the [reward marketplace](/dollarback-store-credit/spending-store-credit-and-rewards/set-up-the-reward-marketplace.md) rewards this customer has claimed, and lets you undo one. It's the support answer to "I redeemed the wrong reward, can I have my credit back?"

Each row shows the reward title and its cost, the discount code, and the date it was redeemed, with a **Refund** button.

{% hint style="info" %}
The list only shows redemptions you can actually act on. A code the customer has already **used**, or one that has already been **refunded**, is left out — so an empty card reading *"Nothing to refund. Used and already-refunded codes aren't listed."* usually means the reward was spent, not that it never existed. Check [Activity](/dollarback-store-credit/analytics-data-and-account/credit-logs-and-scheduled-rewards.md) for the full history.
{% endhint %}

### Refund a redemption

1. Click **Refund** on the row you want to undo. The card switches to a confirmation view: *"Returns \<amount> of store credit to this customer and permanently deletes the code."*
2. Set **Credit expires in** — days from today, where **0** means the returned credit never expires. It defaults to 0.
3. Click **Refund \<amount>**. The row disappears and the card confirms *"Refunded \<amount> to this customer."*

The refund returns the exact store credit the customer spent, in the currency they spent it, and **deletes the discount code at Shopify**. Deletion happens first, deliberately: if anything fails afterwards it's better for the customer to be briefly out of pocket than to hold both the code and the credit. Use the arrow at the top left to back out without refunding.

{% hint style="warning" %}
There is no undo, and no partial refund. The code is gone from Shopify the moment you confirm, and the customer will need to redeem the reward again to get a new one. If the customer might still want the reward, check with them before refunding rather than after.
{% endhint %}

## Verify it works

1. Set a test customer's owed amount to 0 and save; the card should confirm with "Saved."
2. Trigger a qualifying order for that customer and check **DollarBack admin → Analytics → Activity**: the full cashback amount should be credited, with no recovery deduction.

## Common issues

* **Card doesn't load** ("Couldn't load. Refresh to try again."): a transient admin error; refresh the page.
* **"Didn't save. Try again."**: the write to Shopify failed; retry, and check the staff account has permission to edit customers.
* **"Enter an amount above 0."**: the Add row needs a positive amount; to zero out an existing debt, edit its row and save instead.
* **Customer keeps earning less than the program promises**: check this card first; an owed balance silently reduces every payout until cleared.
* **A redemption you expected isn't in "Reward redemptions"**: the code has already been used or refunded, so it's filtered out of the list.
* **Refund fails with "This reward is no longer available." or a similar message**: the redemption record couldn't be matched, or someone refunded it in another tab. Refresh the customer page and check the list again.
* **Refund fails after the code was already deleted**: rare, and the credit won't have been returned. Re-issue it manually with the **Store credit owed** card or the [merchant API](/dollarback-store-credit/developer-tools/merchant-api-keys-and-endpoints.md), and note the amount from [Activity](/dollarback-store-credit/analytics-data-and-account/credit-logs-and-scheduled-rewards.md).

## Related articles

* [Refunds, cancellations & order edits](/dollarback-store-credit/spending-store-credit-and-rewards/refunds-cancellations-and-order-edits.md)
* [Metafields & data storage reference](/dollarback-store-credit/developer-tools/metafields-and-data-storage.md)
* [Activity: credit logs & scheduled rewards](/dollarback-store-credit/analytics-data-and-account/credit-logs-and-scheduled-rewards.md)
* [Set up the reward marketplace](/dollarback-store-credit/spending-store-credit-and-rewards/set-up-the-reward-marketplace.md)
* [How cashback is calculated](/dollarback-store-credit/earning-cashback-programs/how-cashback-is-calculated.md)