You can create refunds by toggling the “Refunds” option in the Processing Mode selector. Choose your date range, and Sagify will look up orders within that range and process any refunds associated with the order.

Refunds are entered as Credit Memos applied to an existing invoice. If an invoice is not found in Sage, then the Credit Memo will not be created.

Best Practices

• Refunds lookup at the order level. Therefore, if an order was placed on the 21st, and later refunded on the 27th you want to ensure you date range includes the 21st.
• Run all your invoice and order imports before running refunds to ensure the associated orders are already entered.