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How to update the refund method?
Published November 28th, 2024 by Product Team
Only applies to non-instant transactions When validating a return, you can change the refund method by following these steps: Click on “Validate return ” or “Accept” Once you have selected all the products, you will be able to edit the refund method A popup will open that allows you to change the refund method as well as edit the elements you want
How to see the list of transactions that are about to expire?
Published September 7th, 2024 by Product Team
Instant transactions expire 30 days from the request date, meaning they are automatically accepted if they haven't been previously accepted or rejected. To keep you updated, every Monday we send an email with a list of transactions that are set to expire that week (see image). However, you can also access this list at any time through the default vi
MD: Issuing refunds
Published June 27th, 2024 by Product Team
Refunds are issued automatically (unless selected otherwise) either at the time of the request for instant transaction, or at the time when the return is accepted for non-instant transactions. There refunds by default will include, as seen in the transaction breakdown: The cost of the products to return/returned successfully Minus the cost of the Ne
How can I cancel a request?
Published May 15th, 2024 by Product Team
Only applies for non-instant transactions. – For instant transactions, visit this article If a customer changes her mind, and she doesn't want to return the products; or she wants to update the refund method; or she wants to update the return method, you have to cancel the request through the Merchant Dashboard. You just have to: Search the reques
MD: Settings Page - Branding
Published August 16th, 2023 by Product Team
On this settings page you will be able to: Upload brand assets to be used on your return portal: Store logo, Favicon, Backgrounds… Customize the colors of the different elements of your return portal to match your brand image. Logos and images In this block you will be able to upload: Your store logo The favicon that will be displayed on your custo
Merchant Onboarding - Understanding Our Operations
Published March 27th, 2025 by Product Team
To ensure a smooth and efficient exchange and return experience for both you and your customers, it's important to understand the different operational processes involved when using Reveni. Types of Transactions Reveni processes two main types of transactions: Instant Transactions ⚡ If a customer meets the criteria of our risk assessment model, they
Sendcloud integration
Published March 25th, 2024 by Product Team
This only applies if you have a Sendcloud account It is not mandatory to integrate your Sendcloud account If you want to integrate your carriers regardless of Sendcloud, get in touch with merchants@reveni.io If you have a Sendcloud account and you want to visualize the return requests in your Sendcloud's returns dashboard, follow these instruction
How to create exceptions for specific orders?
Published February 26th, 2024 by Product Team
If you need to make specific adjustments to your customers' orders, such as extending the return window, eliminating the return cost, forcing the store credit refund method, or allowing customers to return blocked products, follow these steps to manage exceptions effectively: Access the Merchant Dashboard Click on Settings > Return Policy > Ex
How can I add the Reveni widget to my Store?
Published August 30th, 2024 by Product Team
The integration of the Reveni widget into your store's product pages is straightforward and just requires limited knowledge of the Shopify Admin: Copy the widget code from the Merchant Dashboard > Extras Login to Shopify Admin and then navigate to Sales channels > Online store > Themes: Then click on Customize your current theme: In the new
Merchant Onboarding - Introduction
Published March 18th, 2025 by Product Team
Introduction: Welcome to Reveni Welcome to Reveni! We're glad you're part of our community. In this onboarding process, we'll guide you step-by-step so you can make the most of our instant refund service. Our Value Proposition At Reveni, we understand that returns can be a hindrance. That's why we transform the returns experience into a competitive
Merchant Onboarding - Returns Policy
Published March 21st, 2025 by Product Team
Return Policy: Defining the Process To ensure a clear and frictionless returns experience for your customers, it's essential to establish a well-defined return policy . In this section, we'll guide you through setting up the rules and conditions under which returns and exchanges will be managed through Reveni. 💡 Recommendation: Maintain a flexible b
How to see the images and notes uploaded by a customer?
Published September 7th, 2024 by Product Team
If your return process requires customers to upload images or notes (e.g., for damaged or incorrect items), you can easily access this information by following these steps: Navigate to the list of transactions and locate the relevant return.– Tip: You can apply filters to narrow down the list, such as by selecting returns with the reasons "damaged"
Merchant Onboarding - Metrics and Reports
Published March 18th, 2025 by Product Team
Introduction The metrics section provides you with a detailed view of your store's returns, exchanges, and refunds. With this data, you can identify trends, optimize processes, and make informed decisions to improve customer experience and operational efficiency. Main Filters Before analyzing the different metrics, it is important to know that you c
What happens if a customer changes her mind
Published May 15th, 2024 by Product Team
If a customer requested a refund or an exchange and then changes her mind, you have to follow these instructions depending on the transaction type and refund method. Non-instant refund or exchange In this case, you have to cancel the request. Instant refund w/ bank transfer or original payment method Since the customer already has the money, you hav
How to edit a transaction address?
Published June 11th, 2024 by Product Team
If a customer wants to provide a new pickup address or made a mistake when making the request, you can modify it from the dashboard. Access the Merchant Dashboard Enter the details of the request Go to the RETURN SHIPPING section and click on the 3 dots Select the EDIT ADDRESS option and edit it Now you can then request a new return label.
Can I use the domain of my store for the returns' portal?
Published May 20th, 2024 by Product Team
Yes, with a Premium account, you can set up a custom domain (e.g., returns.yourstore.com) for your return portal, instead of using Reveni's domain. Enabling this feature requires some setup on our end and involves creating specific DNS records in your web domain's configuration. Please contact us at merchants@reveni.io and we'll help you.
How to modify the return and exchange cost?
Published May 30th, 2024 by Product Team
For returns, the cost is deducted from the amount to be refunded. For exchanges we share a payment link with the client – Only for Shopify Access the Merchant Dashboard Click on Settings > Logistics Find the return method you want to edit, click on the 3 dots and press EDIT Find the Cost section and edit the amount you want to charge customers
MD: Account page
Published December 24th, 2023 by Product Team
On this page you will be able to: See and edit the details associated to your user account Change the password you use to access the merchant dashboard Set you preferences for the behavior of the MD Accessing the page The page is accessible through the menu on the right of the top bar, right next to the logged user element. Profile Here you will be
How to request a return or exchange?
Published July 31st, 2024 by Product Team
To request a return or exchange, you have to access the returns portal that is published in the brand's returns and exchanges policy. The returns portal follows the format returns.reveni.io/name_of_the_brand Once you have accessed the portal, you will have to enter: Your order number : when making the purchase you received a confirmation email in wh
How to update the available languages?
Published August 27th, 2024 by Product Team
The communications with the customer will be in the language set in the returns portal. By default, this language will match the browser's language if it is available in the Supported languages list (see below). If the browser's language is not available, the language used will be the language set as the "Default language" To update the available
MD: Settings Page - Store
Published August 16th, 2023 by Product Team
On this settings page you will be able to: View the information of your Store, Returns portal and Customer Dashboard Set your customer contact email Choose the languages in which the Returns portal will be available. Get your Reveni API key to be used for integrations Store information In this block you will find the URL of: Your store Your Returns
MD: Settings Page - Extras
Published August 16th, 2023 by Product Team
On this page you will be able to customize the Reveni widget in order to embed it on your store's product pages. This widget serves as a helpful tool to assure your customers that if needed, their exchanges and returns will be quick and easy. It's all about giving them peace of mind for their next purchase. Just pick the colors and version of the wi
MD: Settings Page - Overview
Published August 16th, 2023 by Product Team
The settings page is where you will be able to add all the necessary configuration to make Reveni and your Returns portal behave as you need to fit your Returns and Exchange policy. It is divided in the following subsections: Store: Info about your store and Returns portal, Supported languages, and API keys. Read more. Return policy: Supported reque
MD: Settings Page - Copies
Published August 16th, 2023 by Product Team
On this settings page you will be able to customize some texts and error messages shown to customers in your Returns portal. It is split in two tabs: Exchanges and Error messages Exchanges Here you will be able to adapt the default description for the options shown for exchanges depending on what kind of exchanges you allow on your store, and your p
Merchant Onboarding - Understanding Your Reveni Invoice
Published May 27th, 2025 by Product Team
This article explains the different line items you may see on your Reveni invoice, as well as other important aspects of our billing process. The specific items on your invoice will vary depending on the services you have contracted with us. Below is a list of all possible concepts you might encounter: Instant Transaction Fee This is the specific fe
Merchant Onboarding - Billing
Published March 22nd, 2025 by Product Team
From the billing section of the Merchant Dashboard, you can manage all the information you need to ensure accurate and efficient invoice issuance. Below, we detail the steps you must follow: Make sure your billing information is correct It's essential that the information we have is correct, as it will be used to issue invoices. Please check that
MD: Settings Page - Refunds
Published August 16th, 2023 by Product Team
On this settings page you will be able to: Enable the type of refund methods available in your portal and define their options. On this page you will see the 3 refund methods that can be enabled for your return portal. For each method you will be able to enable or disable it, define its availability and custom name (if needed), additional options,
How to see the list of transactions that are "for review"?
Published September 7th, 2024 by Product Team
If the warehouse receives an item that cannot be added to stock due to damage, the transaction will not be automatically rejected because the warehouse staff cannot determine if the item was damaged during transit or if it left the warehouse in that condition. This is why verification from the customer service team is always required. When a damaged
MD: Settings Page - Billing
Published August 16th, 2023 by Product Team
This page is only available for merchants on Advanced and Premium plans On this settings page you will be able to configure the bank account Reveni should use for billing and the email address where you want to receive your invoices. Current plan Here you will find your current billing plan. Those in the more basic tiers will also find all the rel
MD: Transaction detail page
Published August 8th, 2023 by Product Team
On this page you will be able to see all the details for a return/exchange request: The type of request, state, associated dates… and available actions The products to be returned New requested products Transaction breakdown: product prices, fees, bonuses, etc. The total and state of its associated refunds and payments Its associated orders Return s
MD: Settings Page - Return Reasons
Published August 16th, 2023 by Product Team
On this settings page you will be able to define the return reasons available to customers to choose from in the Return Portal, their availability and options. Return Reasons You will be able to add as many different Return Reasons as you need, so you can get better insights on why your customers are not happy with the products they purchased Each R
MD: Invoices page
Published December 24th, 2023 by Product Team
Only for merchants on Advanced and Premium plans On this page you will be able to: See the details of all your pending payments and upcoming invoices See the list of all previous invoices, their details, status, etc and download their details. On the top of the page the widget will display the number of invoices pending payment and their total ou
MD: Settings Page - Communications
Published December 24th, 2023 by Product Team
.On this settings page you will be able to: Define the reply-to address for communications sent to your customers Configure what transactional notifications you want to receive related to your Returns Portal activity, and where to receive them. Reply-to address Define the Reply-To address for the email notifications sent to your customers and part o
Introduction: What is the Merchant Dashboard?
Published August 8th, 2023 by Product Team
The Merchant Dashboard serves as the central hub for all your activities with Reveni. Within this dashboard, you'll have the power to efficiently handle Return and Exchange requests, establish your Return Policy, select preferred Refund methods, configure your Logistics, personalize the appearance of your Return Portal, and much more. To enter your
MD: Home page
Published July 15th, 2024 by Product Team
On this page you will be able to view a set of metrics and graphics that will help you quickly get the state of your returns and exchanges and your business in order to be able to gain insights and react more quickly to any situation that might merit your immediate attention. The page is split into several cards that can be filtered individually to
Merchant Onboarding - Antes de empezar
Published March 27th, 2025 by Product Team
We are currently translating the article, please give Helpjuice a few moments while it goes through the article and refresh the page.
Where can I find the link to the customer dashboard?
Published September 5th, 2024 by Product Team
After requesting an exchange or return, you can always access your request details through the customer panel. This panel is available on the portal upon completion of your application, as well as in all email communications you receive from Reveni. Access from the returns portal: Access from the confirmation email :
Shopify Returns
Published March 3rd, 2024 by Product Team
Shopify features a built-in returns functionality supported by an API that allows third-party return management platforms to enable a seamless integration for improved data consistency and merchant experience. Shopify Returns API A few months ago Shopify unveiled the Returns functionality, supported by a powerful Returns API that has been significan
Merchant Onboarding - Logistics
Published March 25th, 2025 by Product Team
From the logistics section of the Merchant Dashboard you can: Edit the warehouse address Configure the logistics methods and carriers to be used in each region Configure the cost of exchanges and returns for each region Add the instructions that customers will receive when they complete the application Warehouse address Go to the Locations section o
MD: Settings Page - Users
Published March 20th, 2024 by Product Team
On this settings page you will be able to: Create user groups to manage access levels and permissions to the different pages of the dashboard Manage users that will be able to access the dashboard and what group they belong to. By default there is only one user account and group associated to the merchant dashboard. This one and only user represents
MD: Transactions list
Published April 30th, 2024 by Product Team
On this page you will be able to find all your Transactions: the Return and Exchange requests placed by your customers via the Return Portal. It is split into two blocks: Metrics and Transaction list. Metrics On this block you will be presented a set of simple metrics, so you can easily tell if there are any transactions that require your immedia
Transaction types and states
Published August 8th, 2023 by Product Team
Transaction types Refund Used for requests where the customer only requested to return products to the store. Exchange Used for requests where the customer only requested to exchange products from their order for new ones. Mixed Used for requests where the customer requested to return some products and exchange some others, all in the same transacti
MD: Settings Page - Return Policy
Published August 16th, 2023 by Product Team
.On this settings page you will be able to: Define what kind of requests will be allowed on your portal (Returns/Exchanges). Set how many days customers will have to request a return/exchange after making their purchase. Whether the original shipping cost should be refunded or not. The types of exchanges that will be allowed on the portal and how to
MD: Settings Page - Logistics
Published August 16th, 2023 by Product Team
On this settings page you will be able to: Define the logistic methods that will be available for your customers to select in the Portal in order to return their products to the store, along with their configuration: cost, availability, return instructions, etc. Set up the warehouse address Customise the return instructions Return methods This sect
Merchant Onboarding - Getting Started
Published March 18th, 2025 by Product Team
Customize the returns portal and configure basic information In this section, we'll help you customize the look and feel of your returns portal and establish key information, so the customer experience is consistent with your brand from the start. Access and Credentials You can access the Reveni Merchant Dashboard in two ways: From the Shopify app U
How to update the language in which I receive communications?
Published August 27th, 2024 by Product Team
Here's how to update the language in which we send communications to the merchants. To see how to update the available languages for customers, click here. To update the notification emails we send you: Go to Merchant Dashboard > Settings > Communications Edit the language of Transactional Communications
How can I revert a cancellation?
Published September 2nd, 2024 by Product Team
This only applies to non-instant transactions. If you want to amend an instant transaction, visit this article. If you have cancelled a request, or it has been automatically cancelled because the customer has not shipped the products, you can easily reverse the status from the request details. Access the Dashboard transaction list and search for t
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