Cancelling an order in Shopify removes or voids its invoice in Streamlined. A refund in Shopify doesn't record anything on the invoice. Refund where the money was collected.
Cancel an order in Shopify
Draft: the draft is deleted.
Issued invoice: the invoice is voided with a credit note, so its balance goes to zero.
Note: If Do not update invoices after they are issued is on in the store's Settings, issued invoices aren't voided when the order is cancelled. Void the invoice yourself.
Void a Shopify invoice in Streamlined
Voiding a Shopify invoice cancels the Shopify order. The items are restocked, no refund is issued, and Shopify doesn't notify your customer.
Refund an order in Shopify
A refund in Shopify doesn't add a refund or a credit to the invoice in Streamlined. If the refund also removes items from the order, the invoice's items and total follow the order, unless the invoice is already fully paid.
Choose where to refund
Paid through Streamlined (card, bank debit, or transfer): refund in Streamlined. The refund isn't written to the Shopify order.
Paid through Shopify: refund in Shopify. Shopify payments can't be refunded in Streamlined.
If the invoice and the order no longer agree after a cancellation or refund, email help@streamlinedpayments.com with the Shopify order number, the invoice number, and what you changed in each.
Who can use this feature?
Team members with Invoices access, to void an invoice
Team members with Transactions access, to refund a payment
Available on all plans