# Settings This guide walks you through **all cashback and store credit settings** in the Dollarback app and explains exactly how each option affects customer rewards. {% embed url="" %} *** ### 1. Base Cashback Calculation **Setting:** *Base cashback on*\ **Options:** * **Order Subtotal** * **Order Total** **What this controls:**\ Determines the base amount used to calculate cashback. * **Order Subtotal**:\ Excludes taxes and shipping. * **Order Total**:\ Includes taxes and shipping. **Important:** * **All discounts are always excluded** from cashback calculations. * The only difference between these options is whether **taxes and shipping** are included. *** ### 2. Store Credit Visibility (When Credit Can Be Used) **Setting:** *Store credit visibility* This controls **when store credit appears as a payment option** for customers. **Conditions available:** * Cart subtotal ≥ X * Cart total ≥ X **Why this exists:**\ Prevents customers from placing very small or free orders using store credit alone.\ Example use cases: * Only allow store credit if cart value is **₹1,000+** * Prevent full redemptions on low-value orders *** ### 3. When Cashback Is Granted **Setting:** *Give cashback when* **Options:** 1. **Order Created** (default)\ Cashback is granted as soon as an order is created, regardless of payment or fulfillment status. 2. **Order Paid**\ Cashback is granted only after payment is completed. 3. **Order Fulfilled**\ Cashback is granted only when the order is marked as fulfilled (shipped). **Use case tip:**\ If you want to avoid rewarding failed or cancelled payments, use **Order Paid** or **Order Fulfilled**. *** ### 4. Store Credit Delay Period **Setting:** *Store credit delay period (in days)* Adds a delay before store credit is issued **after the selected trigger event** (created / paid / fulfilled). **Example:** * Order fulfilled today * Delay set to **7 days** * Store credit issued after 7 days **Why this is useful:** * Prevents rapid re-orders using freshly earned credit * Reduces abuse and return-related edge cases * Ensures customers actually receive the product first *** ### 5. Include Shipping in Cashback Calculation **Setting:** *Include shipping costs when calculating cashback* * **Enabled**: Shipping is included in cashback calculations. * **Disabled**: Shipping is excluded. **Notes:** * Shipping is **always excluded** from order subtotals by default. * Enabling this adds shipping into subtotal-based calculations. * Taxes are still excluded unless you use **Order Total**. *** ### 6. Round Cashback to the Nearest Whole Number **Setting:** *Round up cashback to nearest whole number* If enabled: * $1.10 → $2 * $1.99 → $2 Cashback is **rounded up** to the nearest whole number. *** ### 7. Cashback on Gift Card Items **Setting:** *Give cashback on gift card items* Controls whether cashback is earned when **purchasing gift cards**. * **Disabled (recommended)**: No cashback on gift card purchases. * Prevents customers from earning rewards on store credit equivalents. *** ### 8. Cashback on Orders Paid With Store Credit **Setting:** *Cashback on store credit orders* **Options:** 1. **No cashback**\ No cashback if store credit is used. 2. **Cashback on full order amount**\ Cashback calculated on total order value (including credit). 3. **Cashback only on amount paid by customer (default)**\ Cashback applies only to the amount paid by the customer (excluding credit). **Example:**\ Order total: ₹1,000\ Store credit used: ₹200\ Customer pays: ₹800\ → Cashback is calculated on **₹800** *** ### 9. Cashback on Gift Card Redemptions **Setting:** *Cashback on gift card orders* Controls cashback when customers **pay using a gift card**. **Options:** * No cashback * Cashback on full order amount * Cashback only on amount paid by customer (excluding gift card value) *** ### 10. Cashback on Discount Codes **Setting:** *Cashback on discount codes* * Applies **only to discount codes**, not automatic discounts. * If disabled, **no cashback is given** when a discount code is used. **Why this matters:**\ Prevents **offer stacking** (discount + cashback on the same order). *** ### 11. Order Edits, Returns & Adjustments Dollarback dynamically adjusts cashback when: * Items are added post-purchase * Items are removed * Returns or refunds occur **What happens:** * Cashback increases or decreases automatically * Every change is logged with full transparency This gives you **precise control** over issued store credit. *** ### 12. Maximum Cashback Per Order **Setting:** *Maximum order cashback* Sets a hard cap on how much cashback a customer can earn per order. **Example:**\ Even if a customer qualifies for ₹2,000 cashback, you can cap it at ₹500 per order. *** ### 13. Sender Email Name **Setting:** *Sender email name* Defines the sender name for **emails sent directly from the app**. **Note:** * Ignored if you use platforms like **Klaviyo** or **Omnisend** * Only affects Dollarback’s internal emails *** ### 14. Exclude Customers by Tag **Setting:** *Exclude customers based on customer tags* Exclude cashback for customers with specific tags. **Use cases:** * Fraud-prone customers * Internal/test accounts * Wholesale or special segments **Format:**\ Comma-separated tags\ Example:\ `fraud, internal, test-user` *** ### Need Help? If you have questions about: * How multiple settings interact * Edge cases for refunds, edits, or stacking * Optimizing cashback logic for your store Reach out via **in-app chat**, and we’ll help you configure it correctly. {% hint style="warning" %} Few configs that are mentioned below are not considered when using "[Fixed amount](/dollarback-store-credit/get-started/set-fixed-amount-cashback.md)" / "[Percentage](/dollarback-store-credit/get-started/set-percentage-casback.md)" on specific products / collections. 1. Base cashback on Order total / subtotal 2. Include shipping costs when calculating cashback {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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