Enter direct-to-consumer refunds

Learn how to enter direct-to-consumer refunds.

If a refunded order does not filter into ShipCompliant from an integrated point of sales or order management system, the best way to enter a refund into ShipCompliant is through importing an order file.

In ShipCompliant, go to Orders, then click Enter Direct Orders.
Under Import New Order File, click Download Order Import Templates.
Download and open the excel spreadsheet.
On the Example tab, replace the example order information with your own, starting in row 2.
Use the Descriptions tab for hints such as possible values for a field, or which columns in the spreadsheet are mandatory. Column BJ, Quantity, is where you specify a credit. A negative quantity means a refund or a credit. The price value will remain positive.
After the spreadsheet is saved, go back to ShipCompliant.
Select Allow Negative Line Items.
Choose the file, your order source as you normally would, and any other import settings you would like.
Click Continue, and go through the process of saving your order.

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