Going Live

outline you’ve finished setting everything up and you’re ready to go live 🎉 this guide walks you through the final checks to complete before launching refundid to your customers taking the time to review each section below ensures your return experience runs smoothly from day one final checklist before going live, make sure you’ve completed the following within your merchant portal and ecommerce store return settings return time ensure your store’s return window is set correctly if no return time is configured, it will default to 30 days return reasons confirm you are happy with your return reasons a default group is set if you haven't had a chance to customise them return address make sure your return address is correct and up to date so customers know where to send their items return shipping (optional) if you’re offering return shipping labels confirm your carrier settings are configured confirm pricing is correct confirm you understand how shipping charges are reconciled if customers are arranging their own return shipping, confirm that workflow is clearly communicated make sure you test your return shipping after it's been set up by lodging a return if your carrier does not show up as an option, reach out to merchant support to assist resolutions refund, credit and exchange options confirm the resolutions you want customers to see are enabled and correctly configured review refund options (standard and/or instant) store credit (gift card or shopify native store credit) exchange types (variant, any item, standard, instant, on site, in portal) ensure display names and descriptions reflect your return policy store credit setup (if enabled) if offering store credit, confirm whether you are using gift cards or native store credit expiry settings (if applicable) bonus credit settings (if applicable) for shopify, ensure customer accounts are enabled if you're using shopify's native store credit exchanges setup (if enabled) if offering exchanges, confirm exchange type(s) are configured correctly on site scripts (if used) are installed on your live theme outbound shipping settings are correct match exchange item price settings are configured appropriately please note manual discount codes and gift cards cannot be applied to exchange upsell automatic discounts will still apply instant products (if enabled) if offering instant refunds or instant exchanges, confirm instant products are enabled by merchant support your bank account is connected for reconciliation your team understands the 7 day approval timeframe after delivery your team understands soft approve and soft decline behaviour you understand customer eligibility limitations (including gift card orders) billing & reconciliation bank account a valid bank account must be provided to receive payouts (for example, exchange upsell revenue) support direct debits for instant products direct debits confirm your preferred billing method is set up bank account (required for instant products and shipping charges) card or bank (for saas billing, card payments may incur processing fees) ensure your finance team understands how payouts and direct debits work integrations if connecting external systems (erp, warehouse, store credit platforms, etc ), confirm integrations are fully tested any required credentials are active end to end workflows have been validated users & access add any additional users who require access to the merchant portal confirm internal responsibilities for monitoring returns approving/declining delivered items managing reporting and reconciliation landing page & branding ensure your refundid landing page is branded and ready if not already completed provide refundid with your fonts, hex colours, and button roundness upload your logo and background assets review your landing page to ensure it aligns with your brand experience updating your live theme if you have made changes in a development theme (for example, on site exchange scripts or display components) merge those changes into your live theme back up your theme before making updates test your return entry points after publishing if you require assistance, contact merchant\@refundid com test before launch before announcing refundid to customers, complete at least one full test return for each resolution type you plan to offer test lodgement approval/decline ecommerce order behaviour emails and notifications return label generation financial reconciliation (if applicable) you’re live 🎉 once all steps above are complete, you’re officially live and ready to offer your customers a faster, more flexible return experience if you need support at any stage, reach out to merchant\@refundid comor your account manager welcome to the next level of returns 🚀