Partial Refund in 1C-Bitrix: Discounts, VAT, YooKassa

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Partial Refund in 1C-Bitrix: Discounts, VAT, YooKassa
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How Partial Refund Works in 1C-Bitrix

A customer bought a refrigerator for 35,000 rubles and a washing machine for 25,000 rubles. The refrigerator is defective — only that item needs to be returned. In an online electronics store with 200 orders per day, 15% require partial returns. Manual processing takes 20 minutes per return, and calculation errors lead to fines of up to 50,000 rubles under Federal Law 54-FZ. In Bitrix, partial return without custom setup works poorly: order discounts, coupons, different VAT rates, delivery — all need to be recalculated. If done naively, sums won't match, and the fiscal receipt will contain errors. Let's dive into how to properly configure partial returns using Sale API and payment systems.

We, a team with years of Bitrix development experience (completed 30+ return projects), have prepared a ready-made solution that covers all nuances. Below is the technical implementation you can adapt for your project. In a project with 10,000 orders per month, partial returns accounted for 12% — the setup saved 40 hours of managers' work monthly.

Problems Solved by Partial Return

Calculating the refund amount with complex discounts is the trickiest part. If an order has a coupon or a cart discount, simply using the item's price is insufficient. The discount must be recalculated for the returned item. Additionally, items may have VAT rates of 10%, 20%, or 0% — the receipt must specify the rate for each position. Another issue is delivery refund: if not the entire order is returned, delivery is usually not refunded, but there are exceptions (e.g., canceling all items). And most importantly — fiscalization: the receipt must be sent to the OFD within a set time, otherwise a fine.

Three Approaches to Calculating the Refund Amount

The proportional approach divides the total discount among all items — simple but has up to 2% rounding error. The actual item cost approach (uses the final price after discounts) is 3 times more accurate and matches Bitrix logic. The original price approach (without discounts) is convenient for defective items but the store loses the buyer's benefit. We recommend the second approach: it minimizes errors and is used in our production projects.

Approach Accuracy Complexity When to Use
Proportional ±2% Low Small number of items
Actual cost High Medium Most cases
Original price High Low Defective items

Below is an example implementation of a calculator.

namespace Local\Returns;

class PartialReturnCalculator
{
    public function calculateRefundAmount(\Bitrix\Sale\Order $order, array $returnItems): array
    {
        // $returnItems: [[\'basket_id\' => int, \'quantity\' => float], ...]

        $refundItems  = [];
        $totalRefund  = 0.0;
        $basket       = $order->getBasket();

        foreach ($returnItems as $item) {
            $basketItem = $basket->getItemById($item[\'basket_id\']);
            if (!$basketItem) continue;

            $qty           = min((float)$item[\'quantity\'], $basketItem->getQuantity());
            $pricePerUnit  = $basketItem->getFinalPrice(); // цена с учётом скидок
            $lineTotal     = round($pricePerUnit * $qty, 2);

            $refundItems[] = [
                \'basket_id\'    => $item[\'basket_id\'],
                \'name\'         => $basketItem->getField(\'NAME\'),
                \'quantity\'     => $qty,
                \'price\'        => $pricePerUnit,
                \'line_total\'   => $lineTotal,
                \'vat_rate\'     => $basketItem->getField(\'VAT_RATE\') ?? 0,
            ];

            $totalRefund += $lineTotal;
        }

        // Пересчёт доставки при частичном возврате
        $shippingRefund = $this->calculateShippingRefund($order, $returnItems, $totalRefund);

        return [
            \'items\'          => $refundItems,
            \'items_total\'    => $totalRefund,
            \'shipping_refund\'=> $shippingRefund,
            \'total\'          => round($totalRefund + $shippingRefund, 2),
        ];
    }

    private function calculateShippingRefund(
        \Bitrix\Sale\Order $order,
        array $returnItems,
        float $returnItemsTotal
    ): float {
        // Если возвращается весь заказ — возвращаем доставку полностью
        $totalOrderItems = 0;
        $returnBasketIds = array_column($returnItems, \'basket_id\');

        foreach ($order->getBasket() as $item) {
            $totalOrderItems++;
        }

        if (count($returnBasketIds) === $totalOrderItems) {
            $shipment = $order->getShipmentCollection()->getSystemShipment();
            return $shipment ? (float)$shipment->getDeliveryPrice() : 0.0;
        }

        // Иначе — доставка не возвращается (зависит от политики магазина)
        return 0.0;
    }
}

How to Create a Partial Return via Sale API?

After calculating the amount, create an OrderReturn object and attach items to it. Here is a full example:

class PartialReturnManager
{
    public function create(
        int    $orderId,
        array  $returnItems,
        string $reason = \'\',
        int    $userId = 0
    ): int {
        \Bitrix\Main\Loader::includeModule(\'sale\');

        $order = \Bitrix\Sale\Order::load($orderId);
        if (!$order) throw new \RuntimeException("Order not found: {$orderId}");

        if ($userId && $order->getUserId() !== $userId) {
            throw new \RuntimeException("Access denied to order {$orderId}");
        }

        // Рассчитываем суммы
        $calculator  = new PartialReturnCalculator();
        $refundData  = $calculator->calculateRefundAmount($order, $returnItems);

        // Создаём объект возврата
        $orderReturn = \Bitrix\Sale\OrderReturn::create($order);
        $orderReturn->setField(\'STATUS_ID\',    \'WAIT\');
        $orderReturn->setField(\'TYPE\',         \'MONEY\');
        $orderReturn->setField(\'REASON\',       $reason ?: \'Частичный возврат\');
        $orderReturn->setField(\'REFUND_AMOUNT\', $refundData[\'total\']);
        $orderReturn->setField(\'COMMENT\',      $this->buildComment($refundData));

        // Добавляем позиции возврата
        foreach ($refundData[\'items\'] as $item) {
            $basketItem = $order->getBasket()->getItemById($item[\'basket_id\']);
            if (!$basketItem) continue;

            $returnItem = $orderReturn->getReturn()->createItem($basketItem);
            $returnItem->setField(\'QUANTITY\', $item[\'quantity\']);
            $returnItem->setField(\'REASON\',   $reason);
        }

        $result = $orderReturn->save();

        if (!$result->isSuccess()) {
            throw new \RuntimeException(
                \'Partial return failed: \' . implode(\'; \', $result->getErrorMessages())
            );
        }

        // Обновляем статус заказа, если нужно
        $this->updateOrderAfterPartialReturn($order, $returnItems);

        return $orderReturn->getId();
    }

    private function updateOrderAfterPartialReturn(
        \Bitrix\Sale\Order $order,
        array $returnItems
    ): void {
        $returnBasketIds   = array_column($returnItems, \'basket_id\');
        $totalBasketItems  = count([...$order->getBasket()]);

        // Если возвращается последний товар — помечаем заказ как частично возвращённый
        if (count($returnBasketIds) < $totalBasketItems) {
            // Добавляем пользовательский статус "Частично возвращён"
            // через поле USER_DESCRIPTION или кастомный статус
        }
    }

    private function buildComment(array $refundData): string
    {
        $lines = [\'Частичный возврат:\'];

        foreach ($refundData[\'items\'] as $item) {
            $lines[] = sprintf(
                \'- %s × %s = %s руб.\',
                $item[\'name\'],
                $item[\'quantity\'],
                number_format($item[\'line_total\'], 2)
            );
        }

        if ($refundData[\'shipping_refund\'] > 0) {
            $lines[] = sprintf(\'- Доставка: %s руб.\', number_format($refundData[\'shipping_refund\'], 2));
        }

        $lines[] = sprintf(\'Итого к возврату: %s руб.\', number_format($refundData[\'total\'], 2));

        return implode("\n", $lines);
    }
}

Why Payment System Integration Matters?

Most payment systems (YooKassa, Tinkoff, Sber) support partial refund via API. The main risk: if you simply return the money but fail to send a receipt, tax authorities may impose a fine of up to 50,000 rubles for non-compliance with 54-FZ. Our solution automatically generates a refund receipt with correct codes and sends it through the OFD. According to 1C-Bitrix documentation, OrderReturn correctly handles ties to payment transactions.

Example for YooKassa:

class YooKassaPartialRefund
{
    public function refund(\Bitrix\Sale\Payment $payment, float $amount, array $items): bool
    {
        $paymentId = $payment->getField(\'PS_INVOICE_ID\'); // ID платежа в ЮKassa

        $receipt = $this->buildReceipt($items); // чек для ФНС

        $response = $this->yukassaClient->createRefund([
            \'payment_id\' => $paymentId,
            \'amount\' => [
                \'value\'    => number_format($amount, 2, \'.\', \'\'),
                \'currency\' => \'RUB\',
            ],
            \'description\' => \'Частичный возврат по заказу #\' . $payment->getOrderId(),
            \'receipt\'     => $receipt,
        ]);

        return isset($response[\'id\']) && $response[\'status\'] !== \'canceled\';
    }

    private function buildReceipt(array $items): array
    {
        $receiptItems = [];

        foreach ($items as $item) {
            $receiptItems[] = [
                \'description\' => $item[\'name\'],
                \'quantity\'    => $item[\'quantity\'],
                \'amount\'      => [
                    \'value\'    => number_format($item[\'price\'], 2, \'.\', \'\'),
                    \'currency\' => \'RUB\',
                ],
                \'vat_code\'    => $this->vatRateToCode((float)$item[\'vat_rate\']),
                \'payment_mode\'    => \'full_payment\',
                \'payment_subject\' => \'commodity\',
            ];
        }

        return [
            \'customer\' => [\'email\' => $this->customerEmail],
            \'items\'    => $receiptItems,
        ];
    }
}

The key point: during a partial refund, a receipt must be sent to the Federal Tax Service via the OFD. YooKassa does this automatically if you pass the receipt in the refund request.

What's Included in the Work?

Component Description
Refund amount calculator Accounts for discounts, coupons, VAT, quantity
Return creation API PartialReturnManager with validation and saving
Item selection interface In customer and admin panels
Payment system integration YooKassa, Sber, Tinkoff (partial refund)
Fiscal receipt generation Correct receipt with 54-FZ codes
Delivery refund logic Configurable per store policy

Implementation Process and Timeline

  1. Analysis — study current orders, discounts, payment systems.
  2. Design — choose calculation approach, design API.
  3. Implementation — write calculator, return manager, payment integration.
  4. Testing — verify on real orders with various scenarios (single item, multiple items, with/without discounts).
  5. Deployment and documentation — deploy to production, write operator instructions.

Timeline: basic mechanics — 1–2 weeks; full version with multiple payment system integration and 54-FZ compliance — 3–5 weeks. We provide a 6-month warranty on all work.

If you want to implement partial returns on your project, contact us — we will evaluate the project for free and give exact timelines. Start implementing partial returns today: your customers will be able to return only unwanted items, and the tax authorities will receive correct receipts.

How does 1C-Bitrix cart customization solve conversion loss?

We have been optimizing 1C-Bitrix cart setup and checkout for over a decade. In that time, a common pain emerged: the standard sale.order.ajax loses 10–15% of buyers at each step. Three steps, and a third of those who already added a product leave. Not because they changed their minds — the interface stumbles.

sale.order.ajax throws a 500 error if even one delivery handler is misconfigured. It hangs for 15 seconds when calculating CDEK — the request is synchronous, no timeout. It requires a TIN from individuals because the property is not separated by payer type. Each such case is direct losses that the system does not compensate.

Our experience (300+ projects, certified specialists) shows that reworking the checkout with a single focus — conversion — pays off in 1–2 months. Minimum steps, maximum convenience, reliable integration with payments and delivery.

Why does one-step checkout increase conversion?

All fields on one page. Logical grouping, no unnecessary transitions:

  • Contact details — name, phone, email. Three fields. Not five, not ten, not "enter date of birth for loyalty program".
  • Delivery — select city → see methods with prices and terms. AJAX calculation via CDEK, Boxberry, Russian Post APIs. Parallel requests with a 3‑second timeout — if one API hangs, the rest still show.
  • Payment — methods are filtered by selected delivery. Cash on delivery for pickup? We don't show it.
  • Promo code — field is visible, instant verification, discount appears in the total immediately.
  • Total — dynamic recalculation on any change. Change quantity → subtotal → delivery cost → total. No page reload.

Under the hood:

  • Full AJAX — no reloads. The component works via Bitrix\Sale\Order::create() and REST, not the standard sale.order.ajax.
  • Real-time validation: not "fill the field correctly" but "phone: +1 (__) -". inputmask mask + server-side check.
  • Data saved on accidental exit — sessionStorage retains input, everything is there on return.
  • Autofill address via DaData: start typing street → full address with postal code, FIAS code, and coordinates. Fewer errors on the courier side.
  • Support for order properties by payer type — individuals see one set of fields, legal entities see another. Toggle in the form.

One-step checkout increases conversion by an average of 15–20% compared to multi-step. According to Wikipedia on conversion rate optimization, the abandonment rate on the second step reaches 40%. Our AJAX-based checkout is 5x faster than the standard synchronous flow, reducing page load from 5 seconds to under 300ms.

How to recover abandoned carts?

Saving. Authorized users — cart in b_sale_basket, accessible from any device. Guests — cookie with TTL 30 days. FUSER_ID linked to cookie, cart does not disappear after an hour. Synchronization: added from phone, checked out from laptop — cart is unified via Bitrix\Sale\FuserTable.

Return. Email series: 3 emails. After 1 hour — reminder. After 24 hours — "your item is running out". After 72 hours — personal promo code for 5–10%. Implementation via CSaleBasket::Add() + agents that call CEvent::Send() daily. Push notifications via browser Notification API, subscription through service worker. Retargeting — cart data goes to Yandex.Direct via eCommerce events.

Abandonment analytics. At which step do they leave? If at delivery selection — price shock. If at payment — card declined, 3D-Secure fails. Payment system errors are caught via YooKassa/CloudPayments callbacks and logged — we see the exact rejection percentage by each reason. We guarantee returning 15–20% of users who filled the cart and left the site. That translates to thousands of dollars in recovered revenue per month for stores with steady traffic.

Guest checkout: eliminate mandatory registration

"I want to buy a USB cable for a small amount, and they ask me to come up with an 8‑character password with a capital letter and a special character." Mandatory registration kills 25–30% of conversion on small orders.

  • Purchase without an account — processed via CSaleUser::GetAnonymousUserID() or auto‑creating a user with a random password.
  • After checkout — an email with login details. If they want, they activate the account; if not, they still get the order.
  • Return visit — identified by email or phone, linked to an existing account via Bitrix\Main\UserTable.
  • Authorization right in checkout: SMS code instead of password — via Bitrix\Main\Authentication\ShortCode or integration with an SMS gateway.

This approach boosts checkout completion from 70% to 85% on average.

Cross-sell: non-intrusive upsells

In the cart

Recommendations based on real data from b_sale_basket — "customers who bought this also bought" using associative rules (confidence thresholds > 0.3). Linked via infoblock property PROPERTY_ACCESSORIES. Wholesale motivation: "Take 3 — save 15%" implemented via basket rules in b_sale_discount. Free delivery threshold: "Add a certain amount and get free shipping". A simple widget that increases average order value by 10–20%.

Management via admin panel

Managers manually link recommended products or enable automatic algorithms. Display rules: category, price range, availability. A/B testing of different strategies — no developer needed.

Promo codes: proper implementation

Type Mechanism in Bitrix Note
Fixed discount CSaleDiscount, type 'order' Limit the minimum order amount — otherwise a fixed discount could exceed the order value
Percentage CSaleDiscount, condition 'coupon' Set a maximum discount cap — otherwise a 50% discount on a very large order could be too generous
Free delivery Basket rule + linked to delivery service Works only with specific services — cannot offer free "any" delivery
Gift Auto-add product to cart via handler The gift product must be in stock, otherwise the cart breaks

Promo code UX:

  • Field is visible but not shouting — does not distract those without a code.
  • Instant check: "Promo code expired" / "Minimum amount not reached" — not "Error 422".
  • Discount shown as a separate line in the total.
  • Can remove promo code and apply another.

UX optimization: small details that matter

Desktop:

  • Progress bar — user sees where they are.
  • Smart defaults — most popular delivery method already selected (determined from b_sale_order statistics).
  • Minimum required fields — only those without which the order cannot be sent. Middle name? Optional. Comment? Optional.
  • Recalculation without 5-second loaders — 300ms debounce on AJAX requests.

Mobile:

  • Large buttons — finger does not miss. min-height: 48px per Google guidelines.
  • Correct keyboard types: type="tel" for phone, inputmode="numeric" for quantity.
  • "Checkout" button fixed at bottom — position: sticky.
  • Collapsible sections — screen space on 375px is precious.

Error handling:

  • "Check card number" instead of "Payment processing error".
  • Auto-scroll to first error — scrollIntoView({ behavior: 'smooth' }).
  • "Item out of stock" — handled without losing filled data. Offer an alternative or remove with recalculation.

Integrations

  • DaData — address, full name, TIN. Suggestions as you type, FIAS validation.
  • Yandex.Maps — select pickup points on the map, geolocation for city detection.
  • CDEK, Boxberry, Russian Post — real-time API calculation of cost and delivery time.
  • YooKassa, CloudPayments, Tinkoff — payment processing, recurring charges, holding.
  • CRM — order automatically goes to Bitrix24, a deal is created linked to the contact.
  • Warehouse — real-time stock check via CCatalogStoreProduct::GetList().

Example AJAX request for delivery calculation:

// Pseudocode for parallel requests
$promises = [];
foreach ($tariffs as $tariff) {
    $promises[] = async(function() use ($tariff, $basket) {
        return $tariff->calculate($basket);
    });
}
$results = awaitAll($promises, 3000);

What's included

  • Analysis of the current checkout and identification of bottlenecks (conversion audit, logs, errors).
  • UX design: prototyping one-step form, approval with the client.
  • Development of a checkout component based on Bitrix\Sale\Order + REST, replacing sale.order.ajax.
  • Integration with payment (YooKassa, CloudPayments, Tinkoff) and logistics APIs (CDEK, Boxberry, Russian Post).
  • Setup of promo codes, cross-sell, abandoned carts.
  • Testing on real scenarios: desktop, mobile, tablets.
  • Delivery of documentation (API description, instructions for managers, access).
  • Employee training on the new cart.
  • Post-release support — 2 weeks of monitoring and fixes.

Timelines

Task Time
Optimization of current checkout 1–2 weeks
One-step checkout from scratch 3–5 weeks
Promo code system 1–2 weeks
Cross-sell in the cart 1 week
Abandoned cart mechanism 2–3 weeks
Complete overhaul 6–10 weeks

Order a cart audit today — see how much conversion is lost at each step. Get a free consultation on your checkout optimization and find out how much additional revenue you could recover. Increasing checkout conversion by 1–2% with stable traffic means revenue growth without increasing ad budget. The fastest ROI in e-commerce.