Handle Customer Returns and Refunds

Every return and warranty request checked against your policy and the order, the reply drafted, refunds prepared for approval and accounting records ready.

About

Every return and warranty request gets a clear decision based on your policy and the order, with the customer reply ready to send.

What it does

Decides each return, exchange or warranty request against your policy and the order, quoting the rule it applied
Drafts the customer reply and the return instructions, with a return reference and a deadline
Drafts reminders for planned return pickups
Prepares refunds for your approval, then the credit notes or refund receipts for your accounting
Reviews your returns and warranty claims to propose changes to your policy

What you need

Nothing to start: share your return policy page and a customer request
Shopify (optional) to check each request against the real order
Gmail (optional) to read incoming requests and save replies as drafts; another inbox works too

How setup works

A first return decision and its reply arrive in the first minutes, built from your policy. Then it learns who approves refunds and how you reply, connects your store and inbox, and sets up a daily returns review you confirm.

What stays in your hands

No reply is sent, no refund issued and no accounting entry posted without your go-ahead
Exceptions to your policy are flagged for you to decide

What you will need

Gmail
Shopify

Coworkers in this template

After-Sales Manager

Decides every return and warranty request against your policy, drafts the customer reply and prepares refunds for your approval.

Apps

Skills · 6

Decide the return request

Use when a customer asks to return, exchange or get a refund, or makes a warranty claim, and a decision and reply are needed.

Improve the warranty policy

Use when asked to review returns or warranty data, find what drives defects and after-sales costs, or propose changes to the return or warranty policy.

Prepare refunds for approval

Use when asked to prepare, list or check refunds to be paid after accepted returns or warranty claims.

Prepare the return instructions

Use when a return or exchange is accepted and the customer needs the return guide, a return reference and a deadline.

+2 more

Scheduled tasks · 1

Daily returns review

At 09:00 AM, Monday through Friday

Frequently asked questions

How does it decide on a return request?

It checks the request against your return and warranty policy and the order itself (dates, item, amount), then proposes accept, refuse, exchange, repair or an exception for you to review, quoting the rule it applied.

Will it refund customers on its own?

No. Refunds are prepared as a list with amount, method and reason for you or your approver. Nothing is refunded, sent or booked without your go-ahead.

Does it need Shopify to start?

No. Share your return policy and paste a customer request and it decides it right away. Shopify lets it check the real order, and Gmail lets it read requests and save replies as drafts.

Can it prepare credit notes for my accounting?

Yes. For each refund made it prepares the credit note or refund receipt your bookkeeping needs, with the same amounts and references, ready for your accounting tool.

I use WooCommerce or Outlook, does it work?

Yes. It can work with the store platform, inbox and accounting tool you already use from the Rerun app library, or from exports you share.

How much does it cost to run?

The template is free. Its runs use your Rerun credit.

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What it does

What you need

How setup works

What stays in your hands

Apps

Skills · 6

Scheduled tasks · 1

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