Review a shop correction

The task "Shop correction to review" (Shop-Korrektur zu prüfen; in the app "Review shop event") appears when your shop reports a refund or cancellation and Rechnungskit cannot derive a cancellation invoice (Storno) from it unambiguously.

What happened

At Rechnungskit, cancellation invoices only come from events in the shop or at the payment provider. Usually this works automatically, partial refunds included. This task starts with "Shop event for order …" and names the reason:

When a refund is missing, the Storno is missing too, because Rechnungskit creates it from the payment provider's refund.

Why Rechnungskit stops here

A Storno reverses revenue and VAT and cannot be changed in the archive afterwards. Rechnungskit therefore only creates one when the event is unambiguous.

A cancellation without a refund, for example, is no reason for a Storno yet, as long as the money is with you. There is deliberately no manual Storno button for shop orders.

How to resolve it

1. On the dashboard, click "Open" on the task, or go straight to Invoices, "To review" tab. If the order is known, you find it from the dashboard via "View example: …".
2. Read the reason. For a cancellation with an existing invoice, trigger the refund in the shop or at the payment provider. The Storno is created from that refund.
3. If the refund is missing at the payment provider, check there whether it was really carried out. If so, click "Sync now" under Payments. Once the refund arrives, the Storno is created and the task closes. If the shop only recorded a refund without any money going back, close the task yourself.
4. For mixed payment routes, refunds that are too high or several invoices, check in the shop which amount was refunded for what.
5. For Shopify store credit, click "Clarify origin", choose "Return or goodwill credit" or "Purchased credit / gift card" and click "Save classification". The invoice stays unchanged, only the classification is saved. With "Remember for this shop", future cases are classified the same way automatically.
6. Once the case is clear, click "Mark as done" in the "To review" tab.
7. If the order was never invoiced (say, a refunded test order), set it aside under Orders with "Ignore".

When the task closes on its own

• For a missing refund, as soon as the Storno or the refund is there.
• When you ignore the order.
• For orders from before your document start date (Belegstart).
• For Shopify store credit, when you save the classification. With "Remember for this shop", the other open store-credit tasks of the same shop close too.

Otherwise you close it yourself.

Related settings

• Connections → Document rules → Cancellation invoices for refunds: how partial refunds are split across the line items
• Connections → Connect: remove a saved rule for Shopify store credit