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  1. Returnly
  2. Billing, Reporting, and Reconciliation

Billing, Reporting, and Reconciliation

Get a better grasp on our analytics & reports so you can balance your books

Auto-Settlement and Refunding

  • Returnly Auto-Settlement

Manual Settlement and Refunding

  • Refunding to Gift Card
  • Disabling a Returnly-issued Shopify Gift Card
  • Confirm Already Refunded Screen: Product Refunded in Shopify
  • Confirm Already Refunded Screen: Failed to Fully Allocate Funds
  • Refunding a Return of Repurchase (RoR) or Return of Exchange (RoE)

Billing

  • Adding your Bank Account (ACH) to configure Returnly Credit
  • Reviewing shipping costs for USPS & Canada Post Labels

Analytics Dashboard

  • Analytics: Overview
  • Analytics: Utilizing the Dashboards
  • Analytics: Returns
  • Analytics: Revenue
  • Analytics: Customer
  • Where can I pull a report to see all items that have been returned during a given time period?
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RMA Report

  • How to export information about your Gift Returns
  • Importing a generated RMA Report into Excel (without scientific notation)

Financial Reconciliation

  • Reports Page
  • Accounts Payable Report
  • Accounts Receivable Report
  • Gift Cards Report
  • Gross-to-Net Sales Report
  • Exchange on Scan Report
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