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Overview

Excerpt

The system allows to process a refunds for your credit card payments.  This article explains how to process apply them. In case you need to refund open credits to credit cards, read How to Refund Open Credits to Credit Cards.


 Full Refunds

If you want to cancel a credit card payment you should process a Full Refund. This is done in cases of fraudulent transactions, duplicated billing, bank processing errors. 


Warning
titleImportant

This action cannot be undone. You won't need to process the refund again in the Clearent portal.


How to process a Full Refund


Ui steps
sizesmall


Ui step

Go to A/R (Accounts Receivables).


Ui step

 Click on the Payment History tab.


Ui step

  Use the filter to search for the payment for which you want to apply a refund.


Ui step

 Go to the Actions column and click on CC Refund - Full.


Ui step

A confirmation window will appear. Click on Continue to finish. The system will mark the payment with an icon identifier along with the user name and timestamp of when the refund was applied.


Unable to Refund a Credit Card Payment

Issue Explanation

The refund could not be processed:


The payment has customer credits already applied in other payments.

Payment was not refunded: 

Refunds can also be processed through Clearent. In those cases, this message indicates that the refund has already been made, but, in order to reconcile to reconcile your accounting balance, you can create a matching refund entry in Komet. 





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titleInformation

Filter by label (Content by label)
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cqllabel in ("payments","nsf","receive-payments")


Info
titleImportant
  • In order to return the whole amount of the transaction to the customer's card, refunds should be carried out on the same date as the payment date. On the contrary, the credit card processor may apply fees for the transaction.
  • Users cannot process a Refund for a date prior to the payment date.


Ui text box
sizemedium

(lightbulb)Roles enabled to perform this action: Accounts Receivables,  Admin, Cashier.