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Refunds or Returns Not Creating in Heartland Retail

Change Heartland POS Setting - "Restrict returns to parent transaction" to NO

Overview

Mortar creates Shopify orders and returns in Heartland POS. If line items are missing or returns/refunds for Shopify orders fail to complete in Heartland, confirm the Heartland Retail setting: "Restrict returns to parent transaction" is set to NO.

Settings > POS

Correctly configured Heartland Retail returns settings.

"Restrict returns to parent transaction" prevents items not on the original invoice/order from being added to an associated ticket. Example: Mortar product "Shopify Refund" cannot be added to tickets until the "Restrict returns to parent transaction" setting is set to NO.

Step-by-step

  1. Navigate to Heartland Settings

  2. POS > disable the setting: "Restrict returns to parent transaction"


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