As a Shopify merchant, if your Customer Service Representatives (CSRs) work out of Shopify or NetSuite, your CSRs can sync refund orders from Shopify to NetSuite and vice-versa with the refund flows available in the Shopify-NetSuite connector. This will help your finance team to be aware of refund orders and will help them in keeping the accounts in balance.
Under the Refund section of the Shopify-NetSuite connector, you have the following flows:
- NetSuite Refund to Shopify Refund Add: This flow syncs refund order data from NetSuite to Shopify. In general, you will be using this flow if your CSR team works out of NetSuite for creating refund orders. This flow is discussed in detail in the section below.
- Shopify Refund to NetSuite Refund Add: This flow syncs refund order data from Shopify to NetSuite. In general, you will be using this flow if your CSR team works out of Shopify for creating refund orders.
- To associate refund with a location where inventory should be added back and to know more about the multi-location feature, see Support for Shopify’s Multi-location inventory.
Sync Refund Orders | NetSuite to Shopify | NetSuite Refund to Shopify Refund Add
To sync refund orders from NetSuite to Shopify:
- Navigate to the Sales Order in NetSuite that is already imported from Shopify. Then ensure it has a Cash Sale/Invoice that you will refund against.
- Create a Cash Refund (Transactions > Sales > Enter Cash Sales > List) for Cash Sale or Credit Memo (Transactions > Customers > Issue Credit Memos) for Invoice.
- In the Shopify-NetSuite connector, go to Settings > Integration Flows > Refund and run the NetSuite Refund to Shopify Refund Add flow.
- The flow runs successfully if there are no errors during the data processing. The order status in Shopify is reflected as “Refunded” and the appropriate refund amount is sent to Shopify to be credited to the buyer.
- By default, the connector does not check for the credit memo status. The NetSuite Refund to Shopify Refund Add flow picks up the Credit memo regardless of it being applied. However, you can customize the Celigo Shopify Refund Export Saved Search to fit your requirements.
- This flow can be used for syncing both the Credit Memo and Cash Refunds.
- Once the refund record is synced to Shopify, in NetSuite, under Cash Refund > eTail and Credit Memo > etail the Etail Refund Exported checkbox gets selected. This prevents syncing of the same refund record. Note that if the flow errors out, you must resolve all the errors to get the data synced.
Advanced Settings | Customize NetSuite Refund to Shopify Refund Add
- NetSuite Saved Search for syncing order refunds: This drop-down list box enables you to customize the NetSuite Refund to Shopify Refund Add flow. You can use your own saved search for fetching refund orders from NetSuite or edit the Celigo Shopify Refund Export Saved Search and save it with a different name.
- Add GST/VAT to refund total: If you are transacting in a country that has GST/VAT tax rules, it’s recommended you should enable this checkbox to add GST/VAT to the refund total before it is added to Shopify.
Sync Refund Orders | Shopify to NetSuite | Shopify Refund to NetSuite Refund Add
The Shopify Refund to NetSuite Refund Add flow syncs refund orders from Shopify to NetSuite Refund. The flow helps you to create a Customer Refund from an Invoice, a Cash Refund from a Cash Sale, and a Customer Refund from a Customer Deposit.
Note: If there are four Customer Deposits, four Customer Refund records will also be created.
To sync refund orders from Shopify to NetSuite:
- In the Shopify-NetSuite connector, go to Settings > Integration Flows > Refund and run the Shopify Refund to NetSuite Refund Add flow.
The flow first fetches all the refund orders from Shopify and syncs them to NetSuite using NetSuite Refund Order Import Adaptor based on the configured mappings. It actually creates Credit Memos from Invoice present in NetSuite or Cash Refunds from Cash Sales present in NetSuite. The refund cycle for Cash Sales gets completed once Cash Refunds are created.
For the created Credit Memos, NetSuite Customer Refund Import Adaptor creates Customer Refunds. Thus completing the refund cycle for Credit Memos.
- This flow is only available to merchants that have a subscription to the premium (previously "enterprise") edition of the Shopify Connector.
- Shopify POS refunds are also supported.
- For refunds using a Credit Memo, you need to have a paid Invoice in NetSuite. Therefore, Credit Memo will not be created until you create a paid Invoice.
- You can perform partial or full refunds for an order.
- You cannot refund more than the available refund.
- Once the refund record is synced to NetSuite, in NetSuite, under Cash Refund > eTail > Shopify and Credit Memo > etail > Shopify the Etail Refund ID gets populated with the refund ID and the Etail Refund Exported checkbox gets selected. This prevents syncing of the same refund record.
Advanced Settings | Shopify Refund to NetSuite Refund Add
When handling a Customer Refund, the Shopify Refund to NetSuite Refund Add flow also requires the following values:
- NetSuite Refund Account: Select the cash or bank account from which you are refunding the money.
- NetSuite Refund Method: Select the method to refund the payment for this sale.
- NetSuite Refund Location: Choose the location you want to associate with this transaction.
- NetSuite Item to track Refund Adjustments as a line item: If you come across a situation where you are bound to refund more or less amount using Shopify, you can identify it as an adjustment amount against an adjustment SKU (without using line items) using the NetSuite Item to track Refund Adjustments as a line item drop-down list box. It contains the items that can be used in case of a discrepancy while processing refunds.
For example, you may want to refund $5 more than the item value, you can use the item available in NetSuite Item to track Refund Adjustments as a line item to track the discrepancy.
All these values are populated in the drop-down box based on whatever is present in NetSuite.
Use Order's payment method for refund
- Under Settings > Integration Flows > Refund > Shopify to NS, ensure that you have not selected anything in NetSuite Refund Method.
- Go to Settings > Integration Flows > Order > Payment > Map Payment Methods. Map the Order payment method. For example, map cash to cash.
- In the Default Lookup Value drop-down box, select the default lookup value. For example, VISA.
- Click Save.
- Click the Field Mappings icon of Shopify Refund to NetSuite Refund Add.
- Click the Import Mapping of NetSuite Customer Refund Import Adaptor.
- In the Mappings window, you can see that "order.processing.method" is already mapped to "Refund Method (InternalId)".
This configuration lets you use the Order's payment method automatically when processing a refund. If you do not want to use the Order's payment method for refund, you can go to Settings > Integration Flows > Refund > NetSuite Refund Method to select your desired refund method.
- Currently, we do not support transaction information.
- Creation of Refunds on RMA is not supported.
- Reporting variance is not supported.
- Partial refunds from Shopify are supported provided there is a single Invoice/Cash Sale associated with the order.