The Problem
Refunds processed on the storefront or payment processor don't automatically create credit memos in the ERP. Finance teams manually reconcile refunds, leading to inaccurate financial statements, delayed close, and inventory discrepancies when returned items aren't restocked.
How The Workflow Works
Refund is initiated on the storefront or by customer support
APIWORX detects the refund event via webhook
Original order and invoice are located in the ERP
Credit memo is created in the ERP with matching line items
Inventory is adjusted if items are returned and restockable
Payment reversal is recorded in the ERP
Refund status is updated on the storefront
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Order-to-Cash Automation
Automate the full order-to-cash lifecycle from order capture through invoicing, payment, and revenue recognition.
eCommerce Order Sync to ERP
Automatically push online orders from your storefront into your ERP for invoicing, fulfillment, and revenue recognition.
Payment and Invoice Sync
Synchronize payment processor transactions with ERP invoices for automated reconciliation.