How to add refund policy on Shopify?

Oct 11, 2022
Anna Pham

There are certain legal policies that your shop should put in place to ensure that it is appropriately managed. This article will walk you through the steps of adding a refund policy to Shopify.

What is Refund Policy? 

A refund policy is a document that defines the procedures for receiving refunds for products and services purchased. A refund policy typically specifies the qualifying conditions for refunds, the types of refunds available, the refund duration, and the refund processes.

Why Should We Add A Refund Policy To Shopify?

What happens behind the scenes in your company is critical. The policies you implement, such as the refund policy, are the social benefits that will maintain your company alive and expanding. Think of your refund policy as a set of pledges that publicly convey to customers what they could expect from your business, as well as the products you offer.

When policy is firmly demonstrated, you are not only maintaining your business secure, but you are also creating trust in your clients and demonstrating that you value customer service. Including a refund policy in your Shopify store is a fantastic approach to establishing trust with your consumers and demonstrating your commitment to providing them with a nice purchasing experience.

As shop owners, we all desire our consumers to be confident in our items and our company since that removes the barriers that prevent them from purchasing!

The Elements of an Effective Shopify Refund Policy

Let's start with the question “How to add refund policy on Shopify successfully?”

These considerations are critical, especially if you're creating a return policy from scratch.

1. Provide Refundable Benefits

Establishing a reasonable time limit for refunds is essential for every eCommerce shop. Many online retailers, on average, enable their consumers to process refunds for their items 30 days after the date of purchase. Another strategy used by internet sellers is to provide full refunds for only 30 days. This time restriction works best in any instance since it benefits both you and your customers. A very short refund period might turn off your clients before they even buy it. A greater time restriction, on the other hand, may allow clients to rent your items rather than purchase them.

2. Offer Benefits With Refunds

Refunds might be difficult for your consumers as well. You can give extra perks in the form of refunds to “reward” customers for going through this ordeal. For example, you can provide shop credits that are good for a set length of time. Even something as basic as a discount coupon might entice your consumers to return to your store. You may avoid brand abandonment by making your clients' return process memorable.

3. T&C generous

Before making a purchase, more than 40% of all consumers look at the refund policy page. What does this necessarily mean? It means that your initial impression will be your last. Customers will avoid working with you if your policy has too many difficult requirements. This is especially true in softline industries like fashion. Maintain clear and simple terms for consumers to accept, and avoid being stingy with refunds.

4. Simply Understand Language

How many times have you read a refund policy and wondered what half of it meant? Customers may become confused as a result of the abundant language that businesses might employ to appear 'professional.' In actuality, being honest and uncomplicated helps your clients feel secure that they understand your refund policy. Using simple wording in your policy will also assist in eliminating any potential misunderstandings that your clients may have while reading.

Some Notes You Need To Know Before Adding Refund Policy

1. Make Your Policy Visible

The first priority of business is to ensure that your refund policy is transparent and easily accessible. We do not hope to confuse clients by directing them to hundreds of various pages before they can view your policy. You may do what numerous modern-day eCommerce companies do and put the policy at the bottom. This is where all of the strong call-to-actions, like "contact us," "follow us," and so on, come into play. Keeping your refund policy simple to understand can save clients time.

2. Use Visible Words

As previously said, confusing your customers with long-winded terms might have the opposite impact of satisfying them. If you have anything to say, say it as simply as possible. 

3. Avoid Using Too Many Legal Phrases

Another aspect that many Shopify shopkeepers may dismiss is irritating visitors with a plethora of legal terms. Not every consumer will understand the meaning of every legal term you employ in your refund policy. Keep the relevant legal phrases and delete the unnecessary ones.

4. Encourage your client to take action

After completing Shopify add refund policy, your consumer reads it rather rapidly, but what comes next? They can't be abandoned at the last end. In the final paragraph, you should advise the client on the next steps to be made if they want a refund. Customers who require a return or refund will be prompted by this to contact your customer service, creating unnecessary work pressure.

Easy Steps to Add Refund Policy to Your Shopify Store

Step 1: Open your Shopify store

First of all, when you open your store, the setting symbol will be shown in the left corner of your screen. Click to select it.


Step 2: Choose “Policies”

 When you go to the bottom of the page after choosing "Setting," you will notice the "Policies" sign. This is an essential step in implementing a refund policy; therefore, let's click to choose it.


Step 3: Create your Refund policy

When you choose "policies," you will see a display with all the shop policies, such as the refund policy, shipping policy, privacy policy, etc. To continue creating your policy, click the "Create from template" button in the upper left corner.


Step 4: Finish your setting

When creating a template for a refund policy on Shopify, you do not need to write anything about this policy. All the articles will be generated automatically. You simply need to change a few rules to accommodate your Shopify store. Then, click "save" to finish customizing your policy.


Step 5: Add to the Footer menu

After saving the refund policy, the next question is “How to add a refund policy to a Shopify store?”. Return to the home page, then click "online theme" when you see "Navigation." Your screen will display a menu with a footer menu and a main menu; click "Footer menu" to add your refund policy.


Step 6: Link your policy to Footer menu

The next step you need to know is to link your policy. After opening 

“Footer menu.” The display will demonstrate “Add menu item”. Now you can easily add the “policies” you have created before. 


Step 7: Save menu items

In this step, do not forget to save your settings. If not, your process will be distracted.


  Step 8: Customize theme

Now, the question “How to add refund policy on Shopify?” will be replaced by "How is the policy displayed on the Shopify store?”. To ensure your refund policy will be presented on the home page, you need to customize the theme. Click “customize” to continue the process.


Step 9: Design Footer menu

After running customize the theme, you ought to scroll to the end and select “Add block” in “Footer” category to design the footer menu.


Step 10: Texting content of Refund policy

Afterwards, you need to click “Text” to insert your article.


Step 11: Link the refund policy to the text

In this step, after choosing “text”, you can see the display like the following image. You only need to click the link sign to add your refund policy that has originated before.


Step 12: Complete the process

This is the crucial stage you need to take to complete this process. When you connect the refund policy, it will appear in the footer menu, and all you have to do is pick "save" to satisfy the question “How to add refund policy on Shopify?”


Step 13: Check your result

After finishing Shopify add refund policy, let’s go back to your store’s site to ensure that the Refund policy has been added successfully.



The instructions for adding a refund policy to your Shopify store are outlined above. Take it one step at a time; it won't seem too difficult at first. We hope this article has provided you with guidance on how to accomplish it. Begin by creating your own company website and achieving success on Shopify!