Advanced
The Advanced card on DollarBack admin → Settings holds "plan-gated features for order lifecycle management and B2B", plus the global tag exclusion list. The two toggles show a lock icon with "Upgrade your plan to use this feature" when your plan doesn't include them.
Enable order edit tracking
"Recalculate cashback automatically when orders are edited, refunded, or cancelled." Default: off. Advanced plan and above.
When on, every edit is reconciled as a diff: pending credit is offset first, then the live balance, and any shortfall becomes owed credit recovered from future cashback. The full mechanics, including the clawback order and the immutable audit trail, are in Refunds, cancellations & order edits.
When off, awarded cashback simply stays as issued when orders change; you can still adjust balances manually. Downgrading to a plan without order editing locks the switch and has the same effect from that moment on; the details are in the same article.
Give store credit to B2B buyers on company locations
"B2B buyers placing orders on a company location will earn store credit." Default: off. Advanced plan and above.
Credit is issued to the B2B company location rather than the individual buyer, so any buyer on that location can spend it. Setup, eligibility rules, and how it appears in checkout: B2B store credit.
Exclude customers by tag
A comma-separated list of Shopify customer tags (placeholder: "e.g. wholesale, employee, vip"). "Customers with any of these tags will not earn cashback. Separate multiple tags with commas."
This is the global kill switch: a tagged customer never earns from any program, purchase or otherwise. Per-program include/exclude tag targeting is separate and set in the program editor; the interplay between the two is covered in Exclude customers from earning.
Exclusion applies at earn time. Tagging a customer doesn't remove credit they already have; it only stops new cashback going forward.
Verify it works
Tag a test customer with one of your excluded tags, place a qualifying order, and confirm no credit row appears in Analytics → Activity. Then remove the tag and repeat; credit should flow again.
Related articles
Last updated