Shopify - Credit Memos
This feature requires additional licensing. Please contact AcctVantage Sales for a quote.
When a previously imported Shopify Order is refunded, a Credit Memo will be imported into AcctVantage. You can choose to either return inventory to stock or not.
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Refund without returning inventory:
- A refund will be issued via Shopify but inventory will NOT be restocked.
- The non-inventory Default Refund Part Number will be used on the imported Credit Memo instead of the inventory items.
- The imported Credit Memo will also contain the refund.
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Refund and return inventory:
- Inventory WILL be restocked and a refund will be issued.
- The imported Credit Memo will contain the returned inventory items and the refund.
Refund a Shopify Order without returning inventory
Use this method if you only want to issue a refund to the customer. Inventory will NOT be returned to stock.
- Open the Shopify Order and click Refund.
- Do not return any quantity of inventory. Leave this at 0.
- Verify the Refund amount.
- Click the Refund $x,xxx.xx button. The refund will be saved in Shopify and the credit memo will be imported into AcctVantage.
Refunded Sales Order and Credit Memo in AcctVantage
Here are the original order and the credit memo that were imported from Shopify.
Their PO and Import ID are appended with a "-CM" on the imported credit memo.
The non-inventory Default Refund Part Number was used for the credit memo since no inventory was returned.
Refund a Shopify Order and return inventory
Use this method if you want to refund the customer and you do want to return inventory to stock.
- Open the Shopify Order and click Refund.
- Enter quantity to return for each line item.
- Verify the Restock items setting is checked.
- Verify the Refund amount.
- Click the Refund $x,xxx.xx button. The refund will be saved in Shopify and the credit memo will be imported into AcctVantage.
Partial refunds are supported. The refund amount will only reflect the quantity being returned.
For example, if you sold 10 units but the customer only returned 5 units, you can enter the quantity and refund amount for those 5 units.
Canceled Sales Order and Credit Memo in AcctVantage
Here are the original order and the credit memo that were imported from Shopify.
Their PO and Import ID are appended with a "-CM" on the imported credit memo.
The actual inventory items that were originally sold will be returned on the credit memo.
