# Shopify

> Access Shopify store data including customers, orders, products, fulfillments, draft orders, and refunds. Supports 13 operations across orders, products, customers, fulfillments, draft orders, and refund management.

Source: https://cotera.co/docs/reference/tools/individual-tools/shopify

---

**Authentication Type:** OAuth (Client Credentials)
**Description:** Access Shopify store data including customers, orders, products, fulfillments, draft orders, and refunds. Supports 13 operations across orders, products, customers, fulfillments, draft orders, and refund management.

***

## Authentication

To authenticate with the Shopify integration, you need a Shopify app configured with the Client Credentials grant type. This uses short-lived tokens (24-hour expiry) that are automatically refreshed.

1. Go to your [Shopify Partners Dashboard](https://partners.shopify.com/) and create a new app (or open an existing one)
2. Under **Configuration**, add the following **Admin API access scopes**:

| Scope                | Required For                                           |
| -------------------- | ------------------------------------------------------ |
| `read_customers`     | Search Customers, Get Customer, Get Orders by Email    |
| `write_customers`    | (reserved for future write operations)                 |
| `read_orders`        | Get Order, List Orders, Get Fulfillments               |
| `write_orders`       | Calculate Refund, Create Refund                        |
| `read_all_orders`    | Get Orders by Email (access orders older than 60 days) |
| `read_products`      | Get Product, List Products                             |
| `read_draft_orders`  | (read access for draft order queries)                  |
| `write_draft_orders` | Create Draft Order, Send Invoice, Complete Draft Order |
| `read_locations`     | Get Fulfillments (resolves fulfillment location names) |

3. Install the app on your store
4. In Cotera, enter three credential fields:
   * **shopDomain**: Your store domain (e.g., `yourstore.myshopify.com`)
   * **clientId**: The app's Client ID from the Partners Dashboard
   * **clientSecret**: The app's Client Secret from the Partners Dashboard

Cotera automatically handles token exchange and refresh using the [Shopify Client Credentials Grant](https://shopify.dev/docs/apps/build/authentication-authorization/client-credentials). Tokens are cached and refreshed before expiry.

***

## Order Management

Retrieve and browse orders from your Shopify store.

### Get Order

Get detailed information about a specific Shopify order by its internal ID or human-readable order number. Returns the full order including line items, customer details, shipping address, financial and fulfillment status.

**Operation Type:** Query (Read)

**Parameters:**

* **orderId** `string` (nullable): The internal Shopify order ID (e.g., "5678901234"). Use this OR orderNumber, not both.
* **orderNumber** `string` (nullable): The human-readable order number (e.g., "1001" or "#1001"). Use this OR orderId, not both.

**Returns:**

* **id** `string`: Order ID
* **name** `string`: Order name (e.g., "#1001")
* **email** `string` (nullable): Customer email on the order
* **phone** `string` (nullable): Customer phone number
* **createdAt** `string`: Order creation timestamp (ISO 8601)
* **updatedAt** `string`: Last update timestamp
* **closedAt** `string` (nullable): When the order was closed
* **cancelledAt** `string` (nullable): When the order was cancelled
* **cancelReason** `string` (nullable): Reason for cancellation
* **totalPrice** `string`: Total order price
* **subtotalPrice** `string`: Subtotal before tax/shipping
* **totalTax** `string`: Total tax amount
* **totalDiscounts** `string`: Total discount amount
* **currency** `string`: Currency code (e.g., "USD")
* **financialStatus** `string`: Payment status (paid, pending, refunded, etc.)
* **fulfillmentStatus** `string` (nullable): Fulfillment status (fulfilled, partial, null)
* **orderNumber** `number`: Human-readable order number
* **note** `string` (nullable): Internal note on the order
* **tags** `string`: Comma-separated tags
* **customer** `object` (nullable): Customer who placed the order
  * **id** `string`: Customer ID
  * **email** `string` (nullable): Customer email
  * **firstName** `string` (nullable): First name
  * **lastName** `string` (nullable): Last name
* **lineItems** `array of objects`: Items in the order
  * **id** `string`: Line item ID
  * **productId** `string` (nullable): Product ID
  * **title** `string`: Product title
  * **quantity** `number`: Quantity ordered
  * **price** `string`: Item price
  * **sku** `string` (nullable): SKU
  * **variantId** `string` (nullable): Variant ID
  * **variantTitle** `string` (nullable): Variant title
  * **fulfillmentStatus** `string` (nullable): Per-item fulfillment status
* **shippingAddress** `object` (nullable): Shipping address
  * **address1** `string` (nullable): Street address
  * **address2** `string` (nullable): Apartment/suite
  * **city** `string` (nullable): City
  * **province** `string` (nullable): State/province
  * **country** `string` (nullable): Country
  * **zip** `string` (nullable): Zip/postal code

**Example Usage:**

```json
{
  "orderId": "5678901234"
}
```

Or by order number:

```json
{
  "orderNumber": "1001"
}
```

### List Orders

List recent Shopify orders with optional filters for status, financial status, fulfillment status, and date ranges. Use this to get a high-level view of orders or to find orders matching specific criteria.

**Operation Type:** Query (Read)

**Parameters:**

* **status** `string` (nullable): Filter by order status: open, closed, cancelled, any (default: open)
* **financialStatus** `string` (nullable): Filter by financial status: authorized, pending, paid, partially\_paid, refunded, voided, partially\_refunded, any
* **fulfillmentStatus** `string` (nullable): Filter by fulfillment status: shipped, partial, unshipped, unfulfilled, any
* **createdAtMin** `string` (nullable): Show orders created at or after this date (ISO 8601)
* **createdAtMax** `string` (nullable): Show orders created at or before this date (ISO 8601)
* **updatedAtMin** `string` (nullable): Show orders updated at or after this date (ISO 8601)
* **updatedAtMax** `string` (nullable): Show orders updated at or before this date (ISO 8601)
* **limit** `number` (nullable): Maximum number of orders to return (default: 50, max: 250)

**Returns:**

* **orders** `array of objects`: List of orders matching the filters
  * **id** `string`: Order ID
  * **name** `string`: Order name (e.g., "#1001")
  * **email** `string` (nullable): Customer email
  * **createdAt** `string`: Order creation timestamp
  * **updatedAt** `string`: Last update timestamp
  * **totalPrice** `string`: Total order price
  * **subtotalPrice** `string`: Subtotal
  * **currency** `string`: Currency code
  * **financialStatus** `string`: Payment status
  * **fulfillmentStatus** `string` (nullable): Fulfillment status
  * **orderNumber** `number`: Human-readable order number
  * **note** `string` (nullable): Internal note
  * **tags** `string`: Comma-separated tags
  * **lineItemCount** `number`: Number of line items
  * **customer** `object` (nullable): Customer details
* **count** `number`: Total number of orders returned

**Example Usage:**

```json
{
  "status": "open",
  "financialStatus": "paid",
  "fulfillmentStatus": "unfulfilled",
  "limit": 25
}
```

### Get Customer Orders by Email

Find a customer by their email address and retrieve all their orders with details including line items, pricing, and fulfillment status. Use this for support workflows where you have the customer's email but not their order ID.

**Operation Type:** Query (Read)

**Parameters:**

* **customerEmail** `string` (required): Email address of the customer to find orders for

**Returns:**

* **customer** `object`: Customer information
  * **id** `string`: Customer ID
  * **email** `string`: Customer email
  * **firstName** `string` (nullable): First name
  * **lastName** `string` (nullable): Last name
  * **totalSpent** `string` (nullable): Total amount spent
  * **currency** `string` (nullable): Currency code
  * **ordersCount** `number`: Total number of orders
* **orders** `array of objects`: All orders placed by this customer
  * **id** `string`: Order ID
  * **name** `string`: Order name (e.g., "#1001")
  * **email** `string` (nullable): Email on the order
  * **createdAt** `string`: Order creation timestamp
  * **updatedAt** `string`: Last update timestamp
  * **totalPrice** `string`: Total price
  * **subtotalPrice** `string`: Subtotal
  * **currency** `string`: Currency code
  * **financialStatus** `string`: Payment status
  * **fulfillmentStatus** `string` (nullable): Fulfillment status
  * **lineItems** `array of objects`: Items in the order
    * **id** `string`: Line item ID
    * **productId** `string` (nullable): Product ID
    * **title** `string`: Product title
    * **quantity** `number`: Quantity ordered
    * **price** `string`: Item price
    * **variant** `object` (nullable): Variant details (id, title)

**Example Usage:**

```json
{
  "customerEmail": "john.smith@example.com"
}
```

***

## Product Catalog

Browse and look up products in your Shopify store.

### Get Product by ID

Get detailed information about a specific Shopify product including all variants, images, and options. Use this when you need the full product details like pricing, inventory, and available sizes/colors.

**Operation Type:** Query (Read)

**Parameters:**

* **productId** `string` (required): The numeric Shopify product ID (e.g., "7890123456")

**Returns:**

* **id** `string`: Product ID
* **title** `string`: Product title
* **bodyHtml** `string` (nullable): HTML product description
* **vendor** `string` (nullable): Product vendor
* **productType** `string` (nullable): Product type category
* **handle** `string` (nullable): URL-friendly handle
* **status** `string`: Product status (active, draft, archived)
* **publishedAt** `string` (nullable): When the product was published
* **createdAt** `string`: Creation timestamp
* **updatedAt** `string`: Last update timestamp
* **tags** `string`: Comma-separated tags
* **variants** `array of objects`: Product variants
  * **id** `string`: Variant ID
  * **title** `string`: Variant title (e.g., "Large / Blue")
  * **price** `string`: Variant price
  * **compareAtPrice** `string` (nullable): Compare-at price for sales
  * **sku** `string` (nullable): SKU
  * **inventoryQuantity** `number` (nullable): Stock quantity
  * **weight** `number` (nullable): Weight (not available via GraphQL, always null)
  * **weightUnit** `string` (nullable): Weight unit (not available via GraphQL, always null)
* **images** `array of objects`: Product images
  * **id** `string`: Image ID
  * **src** `string`: Image URL
  * **position** `number`: Display order
  * **width** `number` (nullable): Image width in pixels
  * **height** `number` (nullable): Image height in pixels
* **options** `array of objects`: Product options (e.g., Size, Color)
  * **id** `string`: Option ID
  * **name** `string`: Option name
  * **values** `array of strings`: Available values

**Example Usage:**

```json
{
  "productId": "7890123456"
}
```

### List Products

List Shopify products with optional filters for title, vendor, product type, collection, and date ranges. Returns summary info with variant count and price ranges for each product.

**Operation Type:** Query (Read)

**Parameters:**

* **title** `string` (nullable): Filter products by title
* **vendor** `string` (nullable): Filter products by vendor
* **productType** `string` (nullable): Filter products by product type
* **collectionId** `string` (nullable): Filter products by collection ID
* **publishedStatus** `string` (nullable): Filter by published status: published, unpublished, any (default: any)
* **createdAtMin** `string` (nullable): Show products created at or after this date (ISO 8601)
* **createdAtMax** `string` (nullable): Show products created at or before this date (ISO 8601)
* **updatedAtMin** `string` (nullable): Show products updated at or after this date (ISO 8601)
* **updatedAtMax** `string` (nullable): Show products updated at or before this date (ISO 8601)
* **limit** `number` (nullable): Maximum number of products to return (default: 50, max: 250)

**Returns:**

* **products** `array of objects`: List of products matching the filters
  * **id** `string`: Product ID
  * **title** `string`: Product title
  * **vendor** `string` (nullable): Vendor name
  * **productType** `string` (nullable): Product type
  * **handle** `string` (nullable): URL handle
  * **status** `string`: Product status
  * **publishedAt** `string` (nullable): Publication date
  * **createdAt** `string`: Creation date
  * **updatedAt** `string`: Last update date
  * **tags** `string`: Comma-separated tags
  * **variantCount** `number`: Number of variants
  * **imageCount** `number`: Number of images
  * **priceRange** `object`: Price range across variants
    * **min** `string`: Lowest variant price
    * **max** `string`: Highest variant price
* **count** `number`: Total number of products returned

**Example Usage:**

```json
{
  "vendor": "Nike",
  "productType": "Shoes",
  "publishedStatus": "published",
  "limit": 50
}
```

***

## Customer Management

Find and look up customer details in your Shopify store.

### Search Customers

Search for Shopify customers by name, email, phone, or other fields. Returns matching customers with their order history stats, contact info, and default address.

**Operation Type:** Query (Read)

**Parameters:**

* **query** `string` (required): Search query to find customers. Searches across name, email, phone, and other fields.
* **limit** `number` (nullable): Maximum number of customers to return (default: 50, max: 250)

**Returns:**

* **customers** `array of objects`: Matching customers
  * **id** `string`: Customer ID
  * **email** `string` (nullable): Email address
  * **firstName** `string` (nullable): First name
  * **lastName** `string` (nullable): Last name
  * **phone** `string` (nullable): Phone number
  * **ordersCount** `number`: Total number of orders
  * **totalSpent** `string`: Total amount spent
  * **currency** `string` (nullable): Currency code
  * **state** `string`: Account state (enabled, disabled, invited)
  * **tags** `string`: Comma-separated tags
  * **createdAt** `string`: Account creation date
  * **updatedAt** `string`: Last update date
  * **verifiedEmail** `boolean`: Whether email is verified
  * **note** `string` (nullable): Internal note
  * **defaultAddress** `object` (nullable): Default shipping address
* **count** `number`: Total number of matching customers

**Example Usage:**

```json
{
  "query": "john smith",
  "limit": 10
}
```

### Get Customer by ID

Get detailed information about a specific Shopify customer by their ID, including all addresses, order stats, and account details. Use this after finding a customer via search to get their full profile.

**Operation Type:** Query (Read)

**Parameters:**

* **customerId** `string` (required): The numeric Shopify customer ID (e.g., "1234567890")

**Returns:**

* **id** `string`: Customer ID
* **email** `string` (nullable): Email address
* **firstName** `string` (nullable): First name
* **lastName** `string` (nullable): Last name
* **phone** `string` (nullable): Phone number
* **ordersCount** `number`: Total number of orders
* **totalSpent** `string`: Total amount spent
* **currency** `string` (nullable): Currency code
* **state** `string`: Account state
* **tags** `string`: Comma-separated tags
* **createdAt** `string`: Account creation date
* **updatedAt** `string`: Last update date
* **verifiedEmail** `boolean`: Whether email is verified
* **note** `string` (nullable): Internal note
* **taxExempt** `boolean`: Whether customer is tax exempt
* **addresses** `array of objects`: All saved addresses
  * **id** `string`: Address ID
  * **address1** `string` (nullable): Street address
  * **address2** `string` (nullable): Apartment/suite
  * **city** `string` (nullable): City
  * **province** `string` (nullable): State/province
  * **country** `string` (nullable): Country
  * **zip** `string` (nullable): Zip/postal code
  * **phone** `string` (nullable): Phone number
  * **name** `string` (nullable): Full name
  * **company** `string` (nullable): Company name
  * **isDefault** `boolean`: Whether this is the default address

**Example Usage:**

```json
{
  "customerId": "1234567890"
}
```

***

## Fulfillment Management

Get detailed fulfillment and shipping information for orders.

### Get Order Fulfillments

Get detailed fulfillment information for an order including tracking numbers, shipping carrier, fulfillment status, and which line items were included in each shipment. Also includes fulfillment location names.

**Operation Type:** Query (Read)

**Parameters:**

* **orderId** `string` (required): Shopify order ID to get fulfillments for

**Returns:**

* **orderId** `string`: Order ID
* **fulfillments** `array of objects`: Fulfillments for the order
  * **id** `string`: Fulfillment ID
  * **status** `string`: Fulfillment status (fulfilled, partial, cancelled)
  * **trackingNumber** `string` (nullable): Tracking number
  * **trackingUrls** `array of strings`: Tracking URLs
  * **trackingCompany** `string` (nullable): Shipping carrier
  * **createdAt** `string`: Fulfillment creation date
  * **updatedAt** `string`: Last update date
  * **shipmentStatus** `string` (nullable): Shipment delivery status
  * **lineItems** `array of objects`: Items in this fulfillment
    * **id** `string`: Line item ID
    * **title** `string`: Product title
    * **quantity** `number`: Quantity fulfilled
    * **variantId** `string` (nullable): Variant ID
    * **variantTitle** `string` (nullable): Variant title
  * **location** `object` (nullable): Fulfillment location
    * **id** `string`: Location ID
    * **name** `string`: Location name

**Example Usage:**

```json
{
  "orderId": "5678901234"
}
```

***

## Draft Order Management

Create, send invoices for, and complete draft orders. Draft orders let you build custom orders for customers and send them an invoice to pay before fulfillment.

### Create Draft Order

Create a draft order in Shopify with custom line items, customer info, shipping address, and optional discounts. Use this for custom quotes, manual orders, B2B invoicing, or any order that needs customer payment before fulfillment.

**Operation Type:** Mutation (Write)

**Parameters:**

* **lineItems** `array of objects` (required): Items to include in the draft order. At least one line item is required.
  * **title** `string`: Product or line item name shown on the invoice
  * **price** `string`: Unit price as a decimal string (e.g., "299.99")
  * **quantity** `number`: Number of units
  * **variantId** `string` (nullable): Shopify product variant ID if from your catalog. Pass null for custom line items.
* **customerEmail** `string` (nullable): Email address of the customer
* **customerId** `string` (nullable): Shopify customer ID if already known. Takes precedence over customerEmail.
* **note** `string` (nullable): Internal note attached to the draft order (visible to staff only)
* **shippingAddress** `object` (nullable): Shipping address. Pass null for digital products or services.
  * **firstName** `string` (nullable): Recipient's first name
  * **lastName** `string` (nullable): Recipient's last name
  * **address1** `string` (nullable): Street address
  * **city** `string` (nullable): City
  * **province** `string` (nullable): State or province
  * **zip** `string` (nullable): ZIP or postal code
  * **country** `string` (nullable): Country code (e.g., "US", "CA")
* **appliedDiscount** `object` (nullable): Discount to apply to the entire order
  * **description** `string` (nullable): Reason for the discount (internal)
  * **valueType** `string`: Either "percentage" or "fixed\_amount"
  * **value** `string`: Discount value (e.g., "10" for 10%, or "5.00" for $5 off)
  * **title** `string` (nullable): Discount title shown to customer

**Returns:**

* **draftOrderId** `string`: The draft order ID (use with send-invoice and complete tools)
* **name** `string`: Draft order name/number (e.g., "#D1234")
* **status** `string`: Status ("open", "invoice\_sent", or "completed")
* **totalPrice** `string`: Total price
* **currency** `string`: Currency code
* **invoiceUrl** `string` (nullable): URL the customer can visit to pay
* **createdAt** `string`: Creation timestamp

**Example Usage:**

```json
{
  "lineItems": [
    {
      "title": "Custom Website Design Package",
      "price": "2500.00",
      "quantity": 1,
      "variantId": null
    }
  ],
  "customerEmail": "client@example.com",
  "note": "Q1 consulting engagement",
  "appliedDiscount": {
    "valueType": "percentage",
    "value": "10",
    "title": "Early Bird Discount"
  }
}
```

### Send Draft Order Invoice

Send an invoice email to a customer for a draft order. The email contains a link where the customer can review the order and complete payment.

**Operation Type:** Mutation (Write)

**Parameters:**

* **draftOrderId** `string` (required): The draft order ID from create-draft-order
* **to** `string` (nullable): Email address to send the invoice to. If null, sends to the email on the draft order.
* **subject** `string` (nullable): Custom email subject line. If null, uses Shopify's default.
* **customMessage** `string` (nullable): Custom message to include in the invoice email body

**Returns:**

* **success** `boolean`: Whether the invoice was sent successfully
* **draftOrderId** `string`: The draft order ID

**Example Usage:**

```json
{
  "draftOrderId": "1234567890",
  "subject": "Your invoice from Our Store",
  "customMessage": "Thanks for your order! Please complete payment at your earliest convenience."
}
```

### Complete Draft Order

Convert a draft order into a real Shopify order. This finalizes the draft and creates a standard order that can be fulfilled.

**Operation Type:** Mutation (Write)

**Parameters:**

* **draftOrderId** `string` (required): The draft order ID to complete
* **paymentPending** `boolean` (nullable): If true, marks the order as "payment pending" (customer has not yet paid). If false or null, marks it as paid. Use true for net-30 terms or when completing before payment.

**Returns:**

* **draftOrderId** `string`: The draft order ID
* **orderId** `string` (nullable): The Shopify order ID of the created order
* **orderName** `string` (nullable): The order name/number (e.g., "#1234")
* **status** `string`: Draft order status after completion ("completed")

**Example Usage:**

```json
{
  "draftOrderId": "1234567890",
  "paymentPending": false
}
```

***

## Refund Management

Calculate and process refunds for orders and line items.

### Calculate Refund

Calculate the refund amount and transactions for specific line items. Use this before creating an actual refund to preview accurate amounts and get the transaction data needed for processing.

**Operation Type:** Mutation (Write)

**Parameters:**

* **orderId** `string` (required): Shopify order ID to calculate refund for
* **lineItemIds** `array of strings` (required): Array of line item IDs to refund
* **quantities** `array of numbers` (required): Array of quantities to refund for each line item (same order as lineItemIds)
* **refundShipping** `boolean` (nullable): Whether to refund shipping costs
* **reason** `string` (nullable): Reason for the refund

**Returns:**

* **orderId** `string`: Order ID
* **refundAmount** `string`: Total calculated refund amount
* **currency** `string`: Currency code
* **transactions** `array of objects`: Suggested refund transactions (pass to Create Refund)
  * **parentId** `string`: Parent transaction ID
  * **amount** `string`: Transaction amount
  * **gateway** `string`: Payment gateway
  * **maxRefundable** `string`: Maximum refundable amount
* **refundLineItems** `array of objects`: Line items being refunded
  * **lineItemId** `string`: Line item ID
  * **quantity** `number`: Quantity to refund
  * **price** `string`: Item price
  * **subtotal** `string`: Subtotal for this item
* **shipping** `object`: Shipping refund details
  * **amount** `string`: Shipping refund amount
  * **maxRefundable** `string`: Maximum refundable shipping

**Example Usage:**

```json
{
  "orderId": "5678901234",
  "lineItemIds": ["11111111", "22222222"],
  "quantities": [1, 2],
  "refundShipping": true,
  "reason": "Customer requested return due to sizing issue"
}
```

### Create Refund

Process an actual refund for a Shopify order. Use the transaction data from Calculate Refund to ensure accurate processing. This will charge back the customer's payment method and update the order status.

**Operation Type:** Mutation (Write)

**Parameters:**

* **orderId** `string` (required): Shopify order ID to create refund for
* **lineItemIds** `array of strings` (required): Array of line item IDs to refund
* **quantities** `array of numbers` (required): Array of quantities to refund for each line item (same order as lineItemIds)
* **refundShipping** `boolean` (nullable): Whether to refund shipping costs
* **reason** `string` (nullable): Reason for the refund
* **notify** `boolean` (nullable): Whether to notify the customer via email
* **transactionData** `string` (nullable): JSON string of transaction data from Calculate Refund (required for processing)

**Returns:**

* **refundId** `string`: Created refund ID
* **orderId** `string`: Order ID
* **refundAmount** `string`: Total refund amount
* **currency** `string`: Currency code
* **status** `string`: Refund status (success or pending)
* **createdAt** `string`: Refund creation timestamp
* **reason** `string` (nullable): Refund reason
* **transactions** `array of objects`: Refund transactions
  * **id** `string`: Transaction ID
  * **amount** `string`: Transaction amount
  * **kind** `string`: Transaction kind (refund)
  * **gateway** `string`: Payment gateway
  * **status** `string`: Transaction status

**Example Usage:**

```json
{
  "orderId": "5678901234",
  "lineItemIds": ["11111111"],
  "quantities": [1],
  "refundShipping": false,
  "reason": "Defective product",
  "notify": true,
  "transactionData": "{\"transactions\":[{\"parentId\":\"12345\",\"amount\":\"25.99\",\"gateway\":\"shopify_payments\"}]}"
}
```

***

## Common Use Cases

**Customer Service and Support:**

* Look up customer order history by email address for support inquiries
* Search customers by name or phone number to find their account
* Get full customer profiles with saved addresses and order stats
* Track fulfillment status and shipping information for delivery inquiries
* Process partial or full refunds for returns and complaints

**Order Management:**

* List recent unfulfilled orders to prioritize shipping
* Filter orders by financial or fulfillment status for operational dashboards
* Get detailed order information including line items and shipping address
* Monitor order volume and trends over time with date range filters

**Product and Inventory:**

* Browse products by vendor, type, or collection to review catalog
* Get full product details including variant pricing and inventory levels
* Monitor recently updated products for catalog change tracking
* Review price ranges across product variants

**Draft Orders and Invoicing:**

* Create custom quotes and manual orders for B2B customers
* Send professional invoices with payment links via email
* Support net-30 or other deferred payment terms
* Build orders with custom line items not tied to catalog products

**Financial Operations:**

* Calculate refund amounts before processing to ensure accuracy
* Process refunds with detailed transaction tracking
* Track refund status and payment gateway information
* Generate order financial reports filtered by payment status