Refund
You can refund a transaction anytime from the main transaction menu, or within the transaction details view.
Bulk Refund
- Select Transactions from Sales > Transactions main view.
You can select multiple transactions on this page by checking the boxes on the left from the transaction ID.
- Choose a Refund Option:
You have several refund options available on the top bar.
Refund: Standard refund process.
Cancel and Refund: This option is applicable to recurring subscriptions.
Refund and Expire: Note that this option does not apply to lifetime offers, tokens, etc.
- Select Refund Reason:
From the dropdown menu, choose the reason for the refund, then click "Continue."
- Confirmation:
A confirmation message will appear on the screen indicating that the transaction has been refunded successfully.
Single Transaction Refund
- Select Transaction:
Click on the desired transaction ID under Sales > Transactions. This will display the transaction and subscription details.
- Refund Options:
This view allows you to issue a refund or a partial refund.
- Issue Refund:
- Click on the Refund button, or click on the arrow to the right of the refund button to issue a Partial Refund.
- Select Reason: Choose a reason for the refund/partial refund from the dropdown menu.
- Partial Refund: If issuing a partial refund, manually enter the amount. Note that a partial refund can be granted only once. Any subsequent refund for the same transaction will be for the remaining amount.
- Choose Operation: Select the operation type: refund only, refund & cancel, or refund & expire.
- Confirm Refund: Click the "Yes, refund!" button to confirm the refund
- Confirmation:
The system will display a notification above the transaction details confirming that the refund was successfully performed.
NOTE
Once the refund has been completed, the system displays a message and a refund confirmation email is sent to the customer to inform them that the refund process has been made. The refund takes between 5 and 15 days to appear in the customer's account.
NOTE
If a refund is issued on the same day the payment was processed, it is likely that the user was never charged and the transaction has simply been cancelled.
Updated 10 months ago