Automatically processing refunds after order edits in Customer Portal

When customers edit their orders in Customer Portal, for example, by removing items, changing variants, or decreasing quantities, Cleverific can automatically issue refunds 30 minutes after the edit window closes. This short delay ensures the order has fully settled in Shopify before processing. This setting is disabled by default, and you can request it to be enabled for your store.

How it works

1. A customer makes an edit in Customer Portal that results in a refund. For example: removing an item, changing to a lower-priced variant, or decreasing quantity.
2. The Order details page displays a message: “You owe a refund.”

3. Once the edit window has elapsed plus 30 minutes, Customer Portal automatically issues the refund.

4. We begin the refund creation process that happens in a background job. All refund jobs run once every hour after the editing window has closed. If a job misses one cycle, it will be picked up and processed in the next round.

   This means it can take up to 1–2 hours for the refund to be processed and appear in your order.

5. During processing, the order status may appear as Refund pending while Shopify completes the transaction. This will also be noted in the Timeline of the order.

6. Once Shopify has completed the transaction, usually after about 24 to 48 hours, the refund will be posted in the Totals section and on the timeline. The payment status of the order will show as Partially refunded.