# Order Edit and Refund Handling in Dollarback {% hint style="success" %} Available only on the new “Advanced” Plan. Logic for [existing plans](#behavior-across-plans) is described below. \ Install the app if you haven't already. {% endhint %} *** ### Overview The **Order Edit and Refund Handling** feature allows cashback rewards to automatically adjust when orders are **edited**, **refunded**, or **canceled** on Shopify. This means your customers’ store credit always reflects the **true value of their completed purchase**, even if you later issue a refund or make order changes. {% embed url="" %} *** ### ⚙️ Enabling the Feature 1. Open the **Dollarback App** in your Shopify Admin. 2. Navigate to **Settings → Enable Order Edit Handling**. 3. Check the box **“Enable order edit functionality”**. 4. Click **Save Settings**. Once enabled, the app will begin dynamically recalculating rewards for all orders. *** ### 🧭 How It Works Dollarback automatically tracks order changes and adjusts the corresponding cashback or store credit balance. Let’s go through how this works in different scenarios: #### 1. Order is Refunded (Full or Partial) * When you **refund items or the full order**, Dollarback automatically **debits** the customer’s store credit. * The change is logged in the **Order Edit History** meta field. If the customer **doesn’t have enough credit** to cover the debit, Dollarback records the owed balance under a metafield called **“Balance Adjustment”**, allowing you to track pending deductions. *** #### 2. Order is Edited (Items Added or Removed) * When items are **added or removed** or when discount / shipping is updated. Dollarback logs the change, but **waits** until the order is marked **Paid**. * Once marked Paid, the cashback is **recalculated** based on the **new subtotal** and **credited** to the customer’s account. This ensures cashback adjustments happen only for finalized changes. *** #### 3. Order is Canceled When an order is canceled in Shopify: * Dollarback **debites** the entire credited cashback for that order from the customer’s store credit. * The event is logged in **Order Edit History**. *** ### 📜 How Rewards Are Calculated When an order is placed, Dollarback saves a **snapshot** of: * The customer’s tags (e.g., VIP, Bronze, etc.) * The cashback configuration active at that time These snapshots ensure that: * Cashback is always based on the conditions at the **time of purchase**, even if customer tags or configurations change later. * The only dynamic check performed later is to determine which collections a product is part of, since collections can change frequently and dynamically and it is infeasible to store the entire catalogue. *** ### 💳 Metafields You Should Pin For better visibility in Shopify Admin, we recommend pinning these metafields to your order and customer pages:
MetafieldTypeDescription
Cashback DetailsOrderShows the latest credited cashback for that order.
Order Edit HistoryOrderShows all cashback debit/credit events for that order.
Balance AdjustmentCustomerTracks pending debit if the customer’s balance goes negative.
To pin them: 1. Open any order or customer in Shopify. 2. Click **“View all”** under Metafields. 3. Find the relevant metafield and click the **📌 Pin** icon. *** ### 🔁 Behavior Across Plans | Scenario | Old Plan (“Pro”) | New Plan (“Advanced”) | | --------------------- | ---------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Normal Rewards** |

Refunds are skipped;

Order Edits are skipped; cashback not recalculated.

| Refunds and order edits are handled automatically. | | **Scheduled Rewards** | No recalculation at the time of awarding credit. Rewards are given as per initial order state. |

Scheduled rewards are recalculated based on the order information at the time of credit.

Any new change after the credit is issued is not taken into account

| > 💬 **Note:**\ > For all previously created scheduled rewards (before this feature was enabled), the existing behavior continues — **refunds and edits are not supported**. *** ### ⚠️ Shopify Warning for Item-less Refunds If a refund is issued **without selecting specific line items**, Shopify shows the following warning: > “To avoid unexpected refunds, select items being refunded. For partial refunds, edit the order to add a discount.” In such cases, Dollarback **will not** recalculate cashback since item-level context is missing. *** ### 📦 Handling Old Orders For orders placed **before** enabling this feature: If you refund or edit an old order **after** enabling the setting, cashback will now be recalculated for that order. (if it wasn't a scheduled reward) *** ### 🔔 Notifications and Event Updates Dollarback does not trigger **store credit notifications** configured in the app (credited/debited) for order edits and partial refunds by default, since these differ from regular earning or redemption events. #### Variables Sent Each **Store Credit Credited** or **Store Credit Debited** event includes these variables: * `orderId` - Shopify Order ID that's on the URL * `orderName` - Internal order ID typically starts with # * `eventType` #### Possible `eventType` Values and Their Meanings
Event TypeDescription
order createdCashback was given when the order was created (usually on checkout completion).
order paidCashback was given when the order was paid (usually on checkout completion).
order fulfilledCashback was given after fulfilment, depending on your app settings.
order updatedStore credit was given for any new credit when the order is updated
order refundStore credit was debited due to a line item removal through order edit / partial refund.
order editedStore credit was debited due to Shipping / Discount application through order edit.
order cancelledStore credit is fully debited when an order was cancelled or when all line items are removed.
delayed cashbackCashback credit was delayed and processed later due to delay store credit = enabled.
You can use these variables in your integrations to: * Create **custom notification flows** in Klaviyo or your email service. * Send notifications for adjustment events and inform customers. *** ### 🆘 Need Help? If you have questions or need assistance setting up **Order Edit and Refund Handling**, our team is available via **in-app chat support** or email.\ We’ll be happy to walk you through examples and ensure your cashback program runs seamlessly. --- # 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. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.dollarlabs.io/dollarback-store-credit/settings/order-edit-and-refund-handling-in-dollarback.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.