Refunds
Understand automatic Shopify refund processing and Tally Credit Note verification.
Refund workflows begin from authenticated Shopify refund webhooks. Tally Connect creates a Credit Note from the verified parent order relationship and records the result in the Refunds tab.
Supported workflow
- Full and partial refunds
- Repeated refunds with distinct Shopify refund identities
- Restocked and non-restocked refund lines when the source evidence is available
- Verified Credit Note read-back and voucher linking
- Buyer/consignee delivery details copied from the current Shopify order only when its state still matches the original Sales Voucher Place of Supply
What you see
Each row shows when the refund was received, compact refund and parent-order references, Tally status, voucher details, and the available control.
- Linked — the Credit Note has been verified and linked.
- Automatic workflow — processing is queued or waiting for readiness.
- Reconcile in Tally — a failed write might have committed and cannot be replayed.
Post a prepared refund
Refunds originate from authenticated Shopify webhooks. An eligible prepared refund can show Post to Tally after preview or an Agent upgrade once write readiness passes. After a failed write has been reconciled as absent in Activity, the eligible row can show Create fresh export. These controls continue an existing refund workflow; they do not create arbitrary refunds.
Reconcile failed writes first
A failed Tally write is never replayed from the Orders screen. Verify the Credit Note and use voucher recovery before authorizing a fresh export.
Troubleshooting a refund
- Confirm the original order has a verified Sales Voucher link.
- Check company, connector, ledger, and live-write readiness.
- Open Activity and find the refund resource or parent order.
- If the command failed after leasing, reconcile in TallyPrime.
- Contact support with the command ID and redacted diagnostic output, never raw customer data.
If the delivery state changed after the sale, the refund is held for manual review. This preserves the original GST treatment instead of copying a current address that contradicts the verified Sales Voucher.