Refunding orders can be helpful in assisting customers. This can ensure customer satisfaction and help remedy any mistakes.
To refund a payment on an Order, navigate to Sales / Orders.
Note: Refunds can also be issued by individual payments in Sales / Payments. However, the Orders module will directly lead you to the desired payment.
Refunding by Order
1. Select an Order that a payment has been made on.
2. Select Payment History located at the bottom left of the screen.
Note: This will redirect you to the payment screen with the order or invoice number automatically entered into the filter field. This allows you to view all separate payments that have been applied to the order.
3. Select the desired payment.
4. Hover to the left of the ID number to find the Green Checkbox. Use it to select the desired payment(s) to be refunded.
5. Click Initiate Refund.
6. Select the Refund Method. This can be refunded to:
- In-Store Credit - this is a refund that can only be used on future orders with no physical or digital currency exchanged.
- The Original Payment Method - the payment will be returned through the original method of payment.
Choose if you would like to:
a. Refund all Available Funds - this will refund the entire amount of the payment.
Note: The Refund Amount will automatically be filled.
b. Partial Refund - this will allow you to select the amount you would like to refund.
Note: The Refund Amount must be entered.
7. Fill in all required information and ensure all payment information is correct.
8. Enter an optional Reason for Refund.
9. Select Process Refund.
Note: To ensure the refund has gone through correctly, wait until the system shows a Refund Completed text and icon. This refund will also appear in the Payment History.
