You can convert an existing Refund RMA into a Gift Card or Store Credit without deleting and recreating the return.
To go the other way, see How to change store credit to a refund.
Eligibility
The conversion option is available only when:
The RMA result type contains a refund.
The credit options setting is enabled on the dashboard.
The conversion option is disabled when the RMA is:
On Hold
Closed
In Needs Review
Instant Exchange
How to convert a Refund
Open the relevant RMA.
Click Convert to.
Select Gift Card, or Store Credit if enabled. The menu lists every outcome the RMA could take, including Refund. Outcomes this RMA is not eligible for are still listed, but cannot be selected.
In the Convert to Gift Card? or Convert to Store Credit? window, click Convert to Gift Card or Convert to Store Credit to confirm.
Confirming performs a conversion only. No processing is triggered, and the window states that the action cannot be undone.
Applying a bonus to a conversion
If bonus credit is enabled on the dashboard, the bonus is added automatically whenever a refund is converted to a Gift Card or Store Credit.
The bonus amount is calculated and applied at the moment of conversion — no separate action is required.
A note recording the bonus amount added is logged on the RMA.
The bonus appears alongside the base value in the RMA's totals table.
To change the bonus amount later, see How to adjust the credit bonus on an RMA.
Conversion behaviour
Gift card or store credit value
The value equals the refund amount, plus any bonus that has been applied or adjusted on the RMA.
If no bonus has been applied, the value equals the refund amount only.
RMA updates
After conversion, the RMA updates to reflect the new outcome:
Result type
Totals
Type and filters
Customer communication
Any customer email sent post-conversion uses Gift Card or Store Credit messaging.
When the RMA is processed, Shopify issues a gift card for the converted amount.