Refund Owed balance report?

[DutchDelight]

Say I have an order from half a month ago where I tried to refund part of the order to a customer. This refund failed. However.. I don't know this, because.. I didn't get a notification.

I have a list of orders and NOTHING showed me where I am owing refunds. UNLESS I go into an order that I know I have a refund, I would NOT know I am owing refunds.

Is there a way to keep track of orders where I owe refunds?

(I may assume I'm not the only one here, as Shopify is used by so many people...)

[DLight001]

Hello Dutch

You're definitely not alone in this.

But right now, Shopify doesn’t have a built-in “Refunds Owed” report, but here are their are way you can go about it:

Firstly; Go to Orders > Filter by Refunded or Partially Refunded, then you can manually check for failed ones.
You can export orders and look for refund discrepancies in the CSV.

Most people with the same issue use apps like Lifetimely or Better Reports to create custom views that catch these issues.

Also, it might help to set a weekly reminder to check refund status — not ideal, but it saves surprises.

Hope this helps, thank you..

[DutchDelight]

Thanks for your response!

Firstly: I see "Partially Refunded" in the "Payment Status", but if I still owe it.. then there's nothing in the Payment Status of the order.

Even if I would try to use Lifetimely or Better Reports ($$) to create custom views, I would assume there is SOMETHING that can be filtered on?

I don't see ANYTHING on the order if I'm in the view where I see all the orders. Even when I have all the columns in view that can be shown. I ONLY see it when I go INTO the order itself...

Thanks

[DLight001]

Yes I totally get what you are trying to say.

If the failed refund doesn’t change the payment status or show any visible flag in the order list, it will make tracking nearly impossible from the main view.

Perhaps, you might try reaching out to Shopify Support to ask if there’s a hidden filter tag, status code, or a way to create a Shopify Flow that (if you're on Shopify Plus) that alerts you when a refund fails.

But yeah, this is a thing that need to be fix you're probably not the only one who's missed a refund because of this.

[DutchDelight]

I did reach out to Support, and they said that they would pass it on to their team. (read: nothing will happen...)

Which is why I came here to see if anyone else dealt with this issue before...

[AccountingHints]

Did it decrease sales, but didn't decrease your payment method type refunded?  If so, then your Financial Summary report would be off.
In a pefect day the Total Sales in the Total Sales Breakdown box should equal the total payment methods in the Payments by gateway summary box.  At times it doesn't, but we've always figured out why.  One is the one you mentioned.  Another is the timing of when an order was placed (before midnight) and payment was processed/collected (after midnight).

[Report-Pundit]

 @DutchDelight, If you're open to trying third-party apps, you can try Report Pundit. We can display refund statuses such as Success or Failure using the transaction status field. We can also include details like the payment gateway used.

You can explore this feature with our 14-day free trial. Our live chat support team is ready to create the report for you instantly.