Advanced Shopify Integration - Automatic Process
Accumula Startup (formerly Pro) Plan supports automated integration of Shopify Refunds, Returns, and Cancelled Orders. If your account is Startup (formerly Pro) Plan or above, you can process a refund or cancellation in Shopify and a Refund will be created automatically in point of sale.
Basic Plan - Manual Process
Accumula Basic Shopify Integration does not support integration of Shopify Refunds or Cancelled Orders. If you are on Basic Plan, you need to process a refund or cancellation for a Shopify Order, there is a 2 step process.
Payments for Shopify Orders are captured in Shopify. Therefore, payments must be returned in Shopify. You can initiate a refund by pressing the Refund button on the Shopify Order Detail Page.
You can select the quantity to return on the refund and adjust the refunded payment amount.
For tightest inventory, we recommend not adding returns back to stock by unchecking "Restock Items".
In Point of Sale
Once the refund is processed in Shopify, you must process a return for the Downloaded Shopify Sale/Invoice in your Point of Sale. Partial refunds require that Line Items on the Return Invoice be deleted or adjusted to ensure that the Sale/Invoice from POS and your Shopify Order History match just as with a normal return performed in Point of Sale.
When any return adjustments are complete, simply apply the balance by selecting the Shopify Payment Method. Be sure that the Shopify Payment Method has also been applied to the original sale, this will help ensure your accounting is correct between the two systems.