How to set expiration date for Discount code, Gift card and Store credit issued?

Feature Overview

You can now set an expiration date for the following resolutions, including Gift Cards, Discount Codes, and Store Credits.

This feature helps you control how long refund resolutions issed remain valid, motivating customers to use them sooner and encouraging repeat purchases.

It also gives you greater flexibility in refund policies and improved revenue predictability.

Where to Find This Setting

You can set expiration rules in two places:

Default Settings – to define the behavior for all future refunds.
Individual Refund Orders – to adjust or override expiration for a specific refund.

1. Set Expiration for a Specific Refund Order

You can configure default expiration settings for each refund type.

Go to:

Settings → Refund to Gift Card / Refund to Discount Code / Refund to Store Credit

How It Works

When “Set expiration date” is OFF

→ Refund codes never expire. (This is the current default behavior.)

When “Set expiration date” is ON

→ A new field appears: “Issued days after”

→ Enter how many days the refund code should remain valid after being issued.

Example: If you enter 30, the refund code will automatically expire 30 days after it’s created.

2. Set Expiration for a Specific Refund Order

You can review or adjust expiration when processing a refund for a specific order.

Go to:

Management → Select an Order → Refund → (Gift Card / Discount Code / Store Credit)

How It Works

The “Set expiration date” checkbox and value are automatically filled based on your default settings.
You can:
- Uncheck it → No expiration date will be applied.
- Check it → You can manually select or modify the expiration date using a date picker.

Example: If your default setting is 30 days: The expiration date will auto-fill as 30 days after issue. You can still change this date manually before finalizing the refund.

3. After the Refund Is Created

Once the refund is issued:

The Order Timeline will display the expiration details.

The Customer Notification Email will include the expiration date.

Example: Credit Details: Discount Code: REFUND352000 (expires at 2025-11-01) with Value: $97.97

Notes and Tips: - Expiration only applies to newly created refund codes after enabling this feature.

You can change or disable expiration anytime in your refund settings.
If a refund code expires, the customer will see it as invalid upon checkout.

Updated on: 03/11/2025

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