Why refunds cause problems
Refunds can affect sales, VAT, payment gateway reconciliation and customer records. If refund treatment is hidden inside a generic sync, it can be hard to explain later.
Refunds in daily summary mode
Retail refunds can be included in daily summary treatment so Xero receives a cleaner record for the paid date or refund period without losing source traceability.
Refunds in individual invoice mode
For trade orders or named customer invoices, refunds may need credit note treatment or customer-specific handling. ClearCommerce is designed to keep those decisions in the export profile and mappings.
VAT and refund mapping
Tax-rate mappings matter. Refunds should follow controlled VAT treatment, not a hardcoded assumption.