You can use the CreateTransaction API with a document type of ReturnInvoice to create a custom refund transaction. Use this method for more complex refunds such as the following scenarios:

Creating a partial dollar amount refund

Refunding a partial quantity of items on a line instead of all quantities of a specific item

Creating full or partial dollar amount refunds for multitax transactions (for example, transactions that resulted in both sales tax and landed cost tax)

Recommendations and requirements

You can use this method for committed documents where the tax has been paid to the appropriate tax jurisdiction.

You can use this method for locked transactions.

The transaction code in the return invoice must match the transaction code of the original sale.

Set the transaction date to the date when you process the return. Don't use the date of the original order.

Pass only line items being returned. Don't include the line items that won't be returned.

Set the amount to a negative dollar amount and the quantity to a positive value.

Example request

The example below shows how to use the CreateTransaction API to submit a refund request. After successful completion, the refunded items will be reversed on your tax reporting and will appear essentially as a “credit” on the current month’s tax liability.

View example

Refunds using the CreateTransaction API