# RefundsExpert — Complete Information

> Shopify app for tracking, managing, and processing customer refunds from one centralized dashboard.

## What is RefundsExpert?

RefundsExpert is a Shopify embedded app designed for e-commerce store owners who need to track and process customer refunds manually — such as bank transfers, PayPal, or other non-automatic refund methods. It provides a centralized dashboard to manage the entire refund lifecycle, from request to completion.

## Who is it for?

RefundsExpert is built for:
- Shopify store owners who process refunds outside of Shopify's built-in refund system
- Stores that use bank transfers, PayPal, or other manual refund methods
- Teams that need to assign and track refund responsibilities
- Businesses that want to automate customer refund notifications

## Key Features

### Refund Management
- Track refunds with three statuses: New, Pending, and Refunded
- Assign refunds to specific team members
- Set due dates and track overdue refunds
- Add notes and reasons for each refund
- Support for partial refunds with line-item selection

### Shopify Integration
- Embedded directly in the Shopify admin panel
- Pull order data directly from Shopify
- Automatic customer information from orders
- Works with Shopify's authentication system

### Team Collaboration
- Role-based access: Admin and Finance user roles
- Admins manage settings and invite team members
- Finance users see only their assigned refunds
- Activity logs track all actions for accountability

### Customer Notifications
- Automated email when a refund is completed
- Daily digest emails for team members with pending refunds
- Customizable email sender name and reply-to address
- Configurable digest time and timezone per store

### Customer Self-Service Portal
- Shareable public URL for customers to request refunds
- Customers verify identity with order number and email
- Email verification code for security
- Customizable widget title and description

### Multi-Currency Support
- Support for all major currencies
- Default currency setting per store
- Currency displayed on all refund records

### Refund Methods & Banks
- Configurable refund methods per store (e.g., Bank Transfer, PayPal, Cash)
- Bank management for bank transfer refunds
- IBAN storage with masked display for security

## Pricing

RefundsExpert uses Shopify Managed Pricing, meaning all billing is handled through Shopify.

- **Free Trial**: 14 days with full access to all features, no credit card required
- **Starter Plan**: $9.99/month — suitable for small stores
- **Higher-tier plans** available for growing businesses with more refund volume and larger teams
- All plans include core features; limits vary by refund count per month and number of team members

## How It Works

1. **Install** from the Shopify App Store — the app appears in your Shopify admin
2. **Configure** your refund methods, bank details, and notification preferences
3. **Create refunds** by selecting a Shopify order and choosing line items to refund
4. **Assign** refunds to team members for processing
5. **Track** progress as refunds move from New → Pending → Refunded
6. **Notify** customers automatically when their refund is completed

## Security & Privacy

- All data is isolated per store (multi-tenant architecture)
- IBAN and sensitive data are masked in the interface
- Role-based access control ensures finance users only see their assigned refunds
- Audit trail logs all actions with timestamps and user information
- GDPR compliant with data export and deletion support
- Email verification for customer self-service requests

## Technical Details

- Built as a Shopify embedded app using Shopify App Bridge
- Uses Shopify's session token authentication
- Real-time updates for refund status changes
- Supports Shopify's mandatory GDPR webhooks (customer data request, customer redact, shop redact)
- Available in English and Greek

## Frequently Asked Questions

### What is RefundsExpert?
RefundsExpert is a Shopify app that helps store owners track, manage, and process customer refunds from one centralized dashboard.

### How do I install RefundsExpert?
Install directly from the Shopify App Store. The app integrates automatically with your Shopify admin — no coding required.

### Is there a free trial?
Yes, RefundsExpert offers a free 14-day trial with full access to all features. No credit card required.

### How much does RefundsExpert cost?
Plans start at $9.99/month, billed through Shopify. All billing is managed through your Shopify account.

### Can customers request refunds themselves?
Yes, RefundsExpert includes a customer self-service refund portal. You get a shareable URL that customers can use to submit refund requests.

### What refund methods are supported?
You can configure any refund method your store uses — bank transfers, PayPal, cash, store credit, or any custom method.

### Can I assign refunds to team members?
Yes, you can invite team members as Finance users and assign specific refunds to them. Each Finance user sees only their assigned refunds.

### Does RefundsExpert send email notifications?
Yes, it can automatically email customers when their refund is completed. It also sends daily digest emails to team members summarizing their pending refunds.

### Is my data secure?
Yes. All data is isolated per store, sensitive information like IBANs is masked, and all actions are logged in an audit trail.

### What languages does RefundsExpert support?
Currently English and Greek, with more languages planned.

## Contact

- Email: support@refundsexpert.com
- Website: https://refundsexpert.com
- Shopify App Store: https://apps.shopify.com/refundsexpert