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Own webstore · Weekly

Store refunds vs. ERP credit notes

Check every refund your webstore issued was posted in your ERP once, as a credit note for the same amount and VAT.

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Files you need

  • Webstore credit memos (refunds): Credit memos your store created in the period, including shipping and goodwill refunds.For example: Magento 2 / Adobe Commerce credit memos, Shopify refunds export, WooCommerce refunds.
  • ERP posted credit notes: Sales credit memos posted in your ERP for web refunds, with the store's order number as their external reference.For example: Business Central posted sales credit memos, Odoo credit notes, Zoho Books credit notes.

The Magento 2 / Adobe Commerce connector can fill: Webstore credit memos (refunds). The Microsoft Dynamics 365 Business Central connector can fill: ERP posted credit notes.

What Sawwi checks

  • Refund not posted in the ERP: The store refunded the customer, but the ERP has no credit note for that order: revenue and VAT are overstated.
  • Credit note posted twice: The same refund was posted more than once for the same amount.
  • Amount differs: The ERP credited a different amount than the store refunded for that order.
  • VAT differs: VAT on the ERP credit note differs from the VAT the store refunded.

Listed for you to review (not calculated automatically yet): credit note without a store refund.

What you get

  • Refunds missing from the ERP
  • Duplicate credit notes to reverse
  • Amount and VAT differences
  • Excel download of every table

Used for

Bring last month's exports and see what's missing.

Setup takes two minutes. Or try the demo store with invented data first, no sign-up.

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