Refunding or cancelling points based on financial status

Introduction

When customers return all or part of their order they get their money back. Similarly you, as a store owner, should get your points returned to you as well.

📋   Note:
Some of these settings are only applicable for merchants on the Shopify or Shopify Plus platform.

Here's what we're covering:

Your points cancellation settings can be found in the Order Settings section of your Smile Admin.

How points are deducted based on order settings

Points are automatically deducted based on which one or more financial status values you choose to configure to return rewards.

This means that when an order’s financial status changes to any of the selected values for cancelling rewards, all the customer's points for that order will be deducted from their balance.

To choose which financial status values trigger a cancellation choose your desired one or more entries in the dropdown under Cancel rewards when.... While the default (and recommended) setting is to cancel rewards on Refunded orders, you can choose to change or add more values to this list.

Partial points refunds

If an order's status is Partially Refunded in Shopify:

For all orders that have a financial status of Partially Refunded, the amount of points awarded for the amount refunded will automatically be removed from the customer's account and VIP tier placement will be adjusted accordingly. The mapping of Partially Refunded to Cancel or Reward under Order Statuses will be ignored. This means you do NOT need to add Partially Refunded to the Cancel rewards when... dropdown mentioned above.

For example, if your customer made a purchase today of 1 product at $50 and used a $10 off coupon then they would earn points on the $40 spent on the order ( Note: You can configure if points are earned on original totals or discounted totals from within Order Settingshere's how). If they return that product, they would get their $40 back and the points earned on that $40 would be removed from their balance. 

If your customer made a purchase of 2 products, $40 and $20, and used a $10 off coupon then they would earn points on the $50 spent on the order. If they return the $20 product, they would get $16.67 ($20 minus 1/3 of the $10 discount) back and the points earned on that $16.67 would be removed from their balance -- they would keep the points earned on the remaining balance of the order. The underlying platform (e.g. Shopify, Big Commerce, etc.) assumes that the discount on an order is applied proportionately across the eligible items on the order -- in our example 2/3rds and 1/3rd respectively.

In both scenarios above the discount coupon used is not returned automatically -- in the second it wouldn't make sense to do that as the customer is still getting a discount on the remaining purchase on the order. In the first scenario you could choose to manually refund those points on a case by case basis.

📋   Note:
This behaviour applies to orders with the Partially Refunded status. Any stores handling returns through store credit will see no change to customer points balances or VIP tier placement, unless they mark the order as Partially Refunded. No notifications will go out to a customer for a partial removal of points for a refunded or returned purchase.

Refunded orders and VIP placement

Cancelling rewards for a specific order status also means that these orders will not be counted towards a customer’s VIP tier placement, for both Points and Revenue-based VIP programs. If your customer entered a VIP tier with an order and that order was refunded and the points removed then your customer would no longer be in that VIP tier.

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