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changes.mady.by.user Andres Toledo

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Overview

Excerpt

The system allows to process a processing 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


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. Once the refund process is successfully completed, you won't need to process the refund again in the KometPayments screen.


Warning
titleImportant

This action cannot be undone. 


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.


panel


Common Scenarios

titleUsers cannot process a Refund for a date prior to the payment date.
Case
Information

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
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.
    • What will happenWhat to do

    The order related to a credit card was paid in Komet Sales through the KometPayments integration using a credit card that is not saved in the system.


    OR


    The order related to a credit card is paid in the KometPayments portal (In-App) or terminal  with a different credit card that is not saved in the system

    The system will make a refund on the same amount (matched transaction) to the credit card:


    Image Added


    This also applies to:

    • Overpayments 
    • Payments are done through Order Entry (captured Pre-Authorize payments)
    		Nothing, the refund will be made to your credit card.


    Tip
    titleMulti location companies

    At the moment you will process a full refund in a multi-location company, you should consider these key aspects to make the location eligible for this transaction:

    • The open-credit(s) has to be associated with the location where you will process the refund.
    • Credit cards need to be associated with the location where you will process the refund. 
    • KometPayments setting needs to be enabled in the location to process the refund.

    Unable to Refund a Credit Card Payment

    Issue Explanation

    Payment was not refunded: 

    Image Added

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





    Ui text box
    sizemedium

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


    Info
    titleImportant

    Users cannot process a Refund for a date prior to the payment date.



    Panel
    titleInformation

    Filter by label (Content by label)
    showLabelsfalse
    max10
    showSpacefalse
    sorttitle
    cqllabel in ( "payments" , "nsf" , "receive-payments" )