How are refunds and return handling calculated?
Separate the amount returned to the customer from additional return-handling cost.
Updated: 24 August 2026
Before you start
- an order and refund sharing an identifier or mapping
- a known analysis period
Steps
- 1.Check whether the source already reduces revenue by the refund.
- 2.Review sale and return dates.
- 3.Add logistics or operating return-handling cost separately.
- 4.Review the period rule used by the report.
Expected result
A refund is not counted again as a cost, while return handling remains a separate line.
If something does not work
- Without order linkage, a refund can remain unreconciled.
- Use the same return-period rule when comparing periods.