Shopify refund note template

Refund Note Template for Shopify

A refund note records what was refunded on a Shopify order, item by item, in its own document separate from the original invoice. It can go to the customer automatically as soon as the refund is processed.

  • Refunded items and amounts
  • Separate from the original invoice
  • Sent when an order is refunded
  • Your logo and wording

14-day free trial. No credit card required.

Click to enlarge
When to use it

Why keep a refund note

When money goes back to a customer, both of you need a record of it. A refund note gives that refund its own document.

Returns and exchanges

Customers get written confirmation of what was refunded and how much, which answers most follow-up questions.

Clean records for accounting

Each refund has its own document, so the original invoice stays as it was and the refund is recorded next to it.

Business customers

B2B buyers can file the refund note against the invoice it reverses in their own books.

On the template

What the refund note shows

Filled from the Shopify order and its refund, so the amounts match what was returned.

  • Store details and currency
  • Order number
  • Customer details
  • The items that were refunded
  • Refunded amounts, line by line
  • The total refunded
Make it yours

Adjust the refund note

Like every preset, it can be changed in the drag-and-drop editor. You can:

  • Add your logo, fonts and colors
  • Add a line explaining when the money will reach the customer
  • Show the reason for the return from an order metafield, if you store one
  • Add a QR code that opens the order status page
  • Rename the document heading, for example to credit note, if that suits your records
Get started

Send refund notes automatically

1

Install the app

Add Printout Designer from the Shopify App Store. Orders sync automatically, including their status.

2

Pick the refund note

Choose Refund Note from the presets and preview it on an order that has been refunded.

3

Trigger it on refund

Create an automation rule that emails the refund note when an order reaches refunded status.

Related

Other Shopify documents

Alongside invoices, slips, labels and receipts, Printout Designer also includes a product card preset for Shopify.

Browse all Shopify templates

FAQ

Questions, answered

Install Printout Designer from the Shopify App Store and select Refund Note from the presets. Preview it on a refunded order and it is ready to use. There is a 14-day free trial and no credit card is needed to start.

A separate refund note leaves the original invoice unchanged and gives the refund its own record, which is easier to follow for you, the customer and your accountant.

Yes. Automation rules can fire when an order reaches refunded status, and the refund note is emailed to the customer without anyone opening the order.

Yes. Open the order in the app and generate the refund note, then email it or download it as a PDF.

Yes. Print and email are separate rules, so you can print a copy through PrintNode as well as emailing the customer.

Record every refund on its own document

Install Printout Designer, choose Refund Note and generate one for a refunded Shopify order. 14-day free trial, no credit card required.