How to create a partial refund for a customer

Managing partial refunds for your customers is a common part of handling returns or adjustments in e-commerce. With CommBilling and Shopify synchronized, this process is simple and efficient.

Here’s how to process a partial refund in Shopify and ensure it's automatically updated in CommBilling without any extra steps.

Step 1: Create a Partial Refund in Shopify

1. Log in to your Shopify Admin Panel.
2. Navigate to the Orders section from the left-hand menu.
3. Find and select the order you want to refund.
4. Inside the order details, click on the Refund button.
5. In the refund screen, enter the amount or select the specific items you wish to partially refund. Adjust the quantity or amount to reflect the partial refund.
6. Once you've verified the refund details, click Refund to process it. Shopify will update the order to show the refunded amount.

Step 2: Automatic Update in CommBilling

1. After processing the partial refund in Shopify, CommBilling will automatically synchronize the change.
   
   
2. Open CommBilling and go to the Sales Documents section, followed by the Refunds tab.
   
   
   
3. The partial refund will appear in CommBilling, as it syncs directly with Shopify. No further action is needed on your part.
   
   

You can review or export the refund details in CommBilling to keep your records accurate.

By following these steps, you can easily handle partial refunds for your customers while maintaining accurate financial data. Thanks to the synchronization between Shopify and CommBilling, the process is streamlined, saving you time and ensuring consistent records across platforms.