BigCommerce refund note template

Refund Note Template for BigCommerce

A document of its own for every BigCommerce refund, showing the original order, the refund date, how the money was returned and which items came back. It ends with the total refunded, so the refund is recorded without changing the original invoice.

  • Original order and refund date
  • Refund method and returned items
  • Total refunded
  • Sent when an order is refunded

14-day free trial. No credit card required.

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When to use it

Why keep refunds on a separate document

Editing an invoice after a return leaves no clear record. A refund note documents the refund and leaves the invoice as it was.

Confirming a refund to the customer

The customer receives a note that states what was refunded, when and how, which answers the usual follow-up questions.

Clean accounting records

Your bookkeeper sees the original invoice and the refund note side by side instead of a changed invoice.

Returns processing

The list of returned items helps your team check what came back against what was refunded.

On the template

What the refund note shows

Refund details are taken from the BigCommerce order.

  • Original order number
  • Refund date
  • How the money was returned
  • Items that were returned
  • Your store details
  • Total refunded
Make it yours

Change the refund note

In the editor you can:

  • Add your logo and returns policy text
  • Show SKU and quantity for each returned item
  • Add a QR code or barcode with the order number
  • Hide sections that do not apply with conditions on the order
Get started

Document refunds in three steps

1

Install the app

Install Printout Designer from BigCommerce Apps. Your orders sync automatically once the store is connected.

2

Choose the refund note

Select Refund Note from the preset templates and preview it on an order that was refunded.

3

Send it on refund

Add an automation rule that emails the refund note to the customer when an order reaches a refunded status.

Related

Other BigCommerce documents

These presets cover the rest of the order’s life, from payment to product cards.

Browse all BigCommerce templates

FAQ

Questions, answered

Get Printout Designer from BigCommerce Apps. Refund Note is included in the presets, so select it and use it whenever you refund an order. Use it free for 14 days, with no credit card needed.

No. It is a separate document that refers back to the original order, so the invoice stays exactly as it was issued.

Yes. Automation rules can trigger on a refunded order status, so the note is emailed to the customer without anyone sending it by hand.

Yes. The refund method is shown along with the refund date, the returned items and the total refunded.

Give every refund its own record

Install Printout Designer, choose Refund Note and preview it on a refunded BigCommerce order. 14-day free trial, no credit card required.