Merchant walkthrough

RefundAudit tutorial

Follow the app from first load through historical import, new refund attribution, Actor Labels, review flags, weekly summary settings, and CSV export.

1

Install and open

RefundAudit opens inside Shopify Admin and connects securely through Shopify managed installation.

2

Import refund history

The app imports the last 60 days and progressively fills the Refund Feed while showing History Coverage and progress.

3

Review new attribution

New refunds show Actor and Channel independently. Historical records stay marked as Unknown (historical).

4

Label staff actors

Unnamed staff actors appear as stable Shopify IDs. Add a label once and it applies to past and future refunds for that Actor.

5

Handle review flags

Each flag shows evidence, a comparison, and one question. Use Reviewed, Expected, or Not useful to dismiss it.

6

Set summary recipients

Turn the weekly email on or off, add recipients, choose its language, and export CSV when you need an audit extract.

What to check after installation

Headline total

Confirm that the 60-day refund amount and count match the store's recent refund activity.

Coverage lines

History Coverage and Attribution Coverage should both be visible on the first screen.

Feed records

Records should show amount, order, time, Actor, Channel, and note without customer contact details.

Rollups

Actor and Channel cards should update as attributed refunds arrive.

Weekly summary

Recipients and language should be explicit, and each email should include a one-click unsubscribe link.

Billing

Shopify billing should show the $7.99/month plan with a 14-day free trial.

Open your refund audit trail.

Install from the Shopify App Store. Full product during the 14-day trial.