Shopify - Automated Refunds, Returns, and Cancelled Orders

Startup (formerly Pro) Plan or above supports automated integration of Shopify Refunds, Returns, and Cancelled Orders. This feature is enabled by turning on Download Refunds on the Orders tab.  Find the orders tab by logging in at Accumula.com and navigating to Apps > Shopify > Orders. When Download Refunds is enabled, you can process a refund or cancellation in Shopify and a Return will be created automatically in point of sale. 

Note: If your orders are being Archived, be sure to have Download Archived Orders set to On for Automated Refunds to work.

Note: Multistore integration accounts support automated refunds, but do not have access to the toggle.

Learn More about Refunds for Multistore accounts.

Refunds in Shopify

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, as needed. More info can be found here. There are two basic types of refunds: Restock and Payment. 

Restock Refunds

For tightest inventory, we recommend adding returns back to stock by checking "Restock Items" when creating the refund in Shopify.

When an Item is restocked, the return created in point of sale will include the line item, any taxes, and a discount line item, if used. Any remaining balance, for instance from refunded shipping, will appear using the "Shopify Refund" product. This is true whether the refund is partial, complete, or a cancellation. 

Payment Refunds

In some cases, you may simply just need to refund an amount of money that is not necessarily tied to one of the line items. For instance, if a shopper forgot to use a promo code or if a customer service credit is being applied. 

In these cases, any amount up to the total can be refunded. Simply adjust the refund amount as needed.

The refund will be created in point of sale using the "Shopify Refund" product only and assigned a value that, together with any taxes, equals the refund value.

Shipping Refunds

Shipping Refunds are also downloaded using the "Shopify Refund" product. Any amount up to the shipping total can be refunded. Simply adjust the shipping refund amount as needed.

In Lightspeed Onsite

If you are using Lightspeed Onsite point of sale, be sure to apply the Shopify payment method to both the original invoice and the return invoice to ensure that your accounts balance out properly.

Cancelled Orders in Shopify

Cancelled Shopify Orders are also processed by Accumula. They are processed in two ways:

1. Pre-Download - Shopify Orders that are cancelled before being downloaded by Accumula will be ignored. 
2. Post Download - Shopify Orders that are cancelled after being downloaded by Accumula will create a Return in point of sale that includes all remaining items from the Cancelled Order. This ensures that inventories and payments are correct in point of sale.

Learn More about Refunds for Multistore accounts.