Import Customer Refunds from Cart - Shopify Plugin

Previously, when a refund was issued in Shopify, users had to enter the refund manually into Salesorder. With this new plugin, Shopify refunds will now sync into Salesorder automatically. Please note that this functionality is only available via the plugin and is not part of the standard Salesorder integration.

Setup > Plugins

‘Import Customer Refunds Plugin’ > Install and Register

Must populate these Mandatory Fields:

• Cart Name

• Refund Pay from account name: This is the account you will be paying refunds from.

Process:

1. Create an order in the Shopify cart

2. Import as a cash sale

3. Create a refund in Shopify with or without tax

4. Refund will be imported into Salesorder

When the refund is imported, it will appear in the Customer Refunds List.

On the Refund:

• Status: Paid

• Our Ref: Linked to the Cash Sale

• Payment Method: Shopify

• ‘Pay from’: this inherits from the ‘Refund Pay from Account’ field on the plugin config.

If the refund fails to import from Shopify, an email will be sent to the account email address that is set in the Notification Email field on the cart page.