Refunds & Returns

Refunds & Returns pushes a Shopify refund into AccountRight as a credit against the original invoice. Turn it on with the Sync Refunds toggle in Sync Settings → General Settings.

Requirements

A refund can only sync once its original order already exists in MYOB. If the order hasn’t synced yet, or failed to sync, the refund waits until that’s resolved — there’s nothing to credit against otherwise.

Refunds ride on the sales order sync, so Order Sync needs to be on too.

How it works

1. On each sales order sync run, InSyncer checks Shopify for new refunds against orders already synced to MYOB.
2. Each refund gets its own number, built from the original invoice number: SH-1033-R1, SH-1033-R2, and so on for further refunds against the same order (capped at 13 characters).
3. InSyncer creates a Sale/CreditRefund in MYOB, linked to the original invoice, using the same customer and tax code as the original sale.
4. If Auto Credit Refunds is on, InSyncer immediately applies the credit against the invoice balance (a Sale/CreditSettlement — the same as clicking “Settle Returns & Credits” in AccountRight). If it’s off, the credit is created but left open for your team to settle manually.

Refund sync timing

Refunds sync automatically after each scheduled order sync. If order sync runs every minute, refund sync runs at most every 15 minutes. If the order sync schedule is off, refunds are skipped by the scheduler but can still be triggered manually from Sync Settings. A refund can take up to 15 minutes to appear in MYOB even though its original order synced almost immediately.

Refund statuses

Status	Meaning
pending	Imported from Shopify, not yet pushed to MYOB
synced	Credit created in MYOB, not yet settled
synced - manual	Credit created in MYOB; Auto Credit Refunds was off, so it’s waiting for manual settlement
synced - credited	The invoice now shows as closed/paid in MYOB — either auto-credited, or someone settled it manually and InSyncer picked that up on its next check
failed	MYOB rejected the credit — check the error message on the Refunds screen
app_only	Imported from Shopify only; Sync Returns to app only is on, so nothing was pushed to MYOB

App-only mode and backfill

Turn on Sync Returns to app only (syncReturnsToAppOnly) to import refund records into InSyncer without pushing anything to MYOB — useful for checking what would sync before turning refunds on for real.

Start syncing returns from this date & time (startSyncReturnsFrom) stops older refunds from being backfilled the first time you turn refund sync on.

Manual actions

The Refunds screen lets you:

• Push to MYOB — retry a failed or pending refund on demand
• Verify — re-check a refund’s status against MYOB directly, rather than waiting for the next scheduled run