Acumatica Setup

Before InSyncer can create refund documents, Acumatica needs a return order type and a refund item configured. These are Acumatica requirements, sourced from Acumatica’s own documentation, not optional InSyncer settings.

• Return order type configured (Order Types, SO201000, Template tab)
• Refund amount item configured (Non-Stock Items, IN202000, General tab)
• Original payment imported and released before a refund is processed against that order

Return order type

Configure a return order type in Order Types (SO201000), on the Template tab:

Setting	Value
Automation Behavior	RMA Order
Default Operation	Receipt
AR Document Type	Credit Memo

The order type name does not matter. Only these three settings do.

Default Operation must be Receipt, not Issue

If Default Operation is set to Issue, the return document can never be received or credited. Refund orders will still be created by InSyncer, but they will sit at Open indefinitely with no error raised anywhere. This is the most common setup mistake.

Refund amount item

Configure a non-stock item in Non-Stock Items (IN202000), on the General tab, for refund amounts that are not tied to a returned line item (shipping refunds, amount-only refunds):

Setting	Value
Type	Non-Stock Item
Tax category	Tax-exempt
Require Receipt	Cleared
Require Shipment	Cleared

Match the InventoryID exactly

The InventoryID configured in InSyncer must match the item in Acumatica exactly, including spaces. FREIGHT_REFUND and FREIGHT REFUND are different items to Acumatica.

Payment requirements

Acumatica requires the original payment to have been imported and released before a refund can process against that order. A refund against an order whose payment is still unreleased will not go through.