Assign a partial refund

The task "Assign partial refund" appears when part of an invoice was refunded but it isn't known which items came back. It only comes up if "Assign manually" is set under Document rules → Cancellation invoices for refunds.

When this happens

Shopify and WooCommerce report which items were returned with a refund. The cancellation invoice is then created automatically with exactly those items, even if the money went back via PayPal, Stripe or Mollie. If the payment provider reports the refund first, Rechnungskit waits up to 15 minutes for the shop's item list.

Until you assign the items, there is no cancellation invoice for this refund yet. A full refund needs no assignment; all line items are mirrored.

How to resolve it

1. On the dashboard, click "Choose items" on the task. Under Invoices in the "To review" tab, you open the same page with "Open".
2. For each item, enter how many were refunded. Below, you see how much your selection covers.
3. If a remainder is left after the items, Rechnungskit books it as refunded shipping, up to the shipping charged. If the remainder is larger, choose more items.
4. If the items are worth more than the refund (for example when a fee was withheld), the cancellation invoice sets them at the refunded amount.
5. Click "Create cancellation invoice". The task closes.

If you can't name the items, choose "Distribute proportionally instead". The amount is then spread across all line items, and the VAT stays correct per rate. This also closes the task.

Related settings

• Connections → Document rules → Cancellation invoices for refunds: "Proportionally across all line items" (recommended) or "As a single “refund” line item" create the cancellation without a task. The single line item is only allowed if the original invoice has exactly one VAT rate. With mixed rates, Rechnungskit falls back to the proportional split automatically.