Payout guides
Get the payout vocabulary and the next decision right
Start with a clear definition, turn the idea into a checklist, and use the glossary when different teams describe the same step differently.
Choose the guide for your stage
These resources are about customer promotional benefits linked to eligible Shopify purchases. They do not describe merchant payment settlements or an order-refund service.
Move from a definition to a workable offer
Before discussing card details, identify the purchase that may qualify and the customer reason for considering the promotion. Then decide how the outcome will be communicated, who handles questions, and what completion means. This sequence keeps the promotional benefit connected to the merchant's purpose.
Use the guides with the actual program terms
Definitions explain categories; they do not establish availability or conditions for a particular card. The specific offer and card terms remain the source for a recipient's entitlement, access, and use.
Plan for clear delivery
Plan a clear path from purchase to promotional payout.
Discuss the offer, customer expectations and the next program decision.