Payment Method Code on Sales Credit Memos generated by Shopify

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Posted on by giovanni79

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When synchronizing Orders from Shopify to Business Central, the order has the Payment Method Code mapped in the connector and it appears on the Sales Invoice.

However, when synchronizing Refunds, I can't find anywhere the Payment Method Code and I need to add it by hand to the Sales Credit Memo. Is there a way to have appropriate the Payment Method Code appear on the Credit Memos automatically?

Thanks

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Dynamics 365 Business Central

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Hi,

I believe we don't have the Salesperson code on the Purchase Credit Memos (9309, List), but this can be changed with a small customization by a developer.

Thanks!

Ramesh

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, Looks like standard issue. It is recommended that you submit your question to the BC Yammer Group, where Microsoft technicians will answer you.

Viva Engage : Dynamics 365 Business Central Partner Community (Formerly: Development) : Shopify Connector for Business Central : New Conversations

Thanks.

ZHU

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Jainam M. Kothari 15,631 Super User 2025 Season 2 on at

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Hello,

Yes, you can automate the process of having the Payment Method Code appear on Sales Credit Memos when synchronizing refunds from Shopify to Business Central. Here's how you can set it up:

Configure Payment Method Mapping:

Go to the Shopify Shops page in Business Central.

Select the shop for which you want to define the mapping.

Choose the Payment Method Mapping action.

In the Gateway and Credit Card Company fields, enter the name of the payment method from Shopify.

Enter the corresponding Payment Method Code in Business Central.

Set Up Refund Processing:

On the Shopify Shop Card page, navigate to the Return and Refund Processing tab.

Define the locations for returns and G/L accounts for refunds.

Set the Auto Create Credit Memo option to automatically create credit memos when refunds are imported.

By configuring these settings, Business Central will automatically include the Payment Method Code on Sales Credit Memos when refunds are synchronized from Shopify.

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/shopify/transactions-and-payouts

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/synchronize-returns-refunds-shopify

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giovanni79 160 on at

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Thank you all for your replies.

Ramesh, I am referring to Sales Credit Memos.

Yun, I have asked to join the community, thanks for the tip.

Jainam, this is indeed the set up I did, but the Payment Method Code does not show up on the Sales Credit Memos.

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