Page Comparison

Overview

Excerpt
The system allows to process a chargeback and processing refunds for your credit card payments.

Chargeback vs. Refund. Which should I use?

This article explains how to apply them. In case you need to refund open credits to credit cards, read Refund Open Credits to Credit Cards.

Full Refunds

In order to return the whole amount of the transaction to the customer's card, refunds should be carried out the same date of the payment date. On the contrary, the credit card processor and credit card processor may apply fees for the transaction.

If you want to cancel a credit card payment (only in Komet) when the payment didn't go through or the transaction was failed, you should process a charge backFull Refund. On the contrary, if you want to process a refund to the customers' card (in case the item was not received by your customer, for instance, you should process the transaction as a CC Refund - Full).

Info

title	Important

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

Warning

title	Important

This action cannot be undone.

How to process a

Credit Card

Full Refund

Ui steps

size	small

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 Refundrefund.

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 time stamp timestamp of when the refund was applied. A negative transaction under the concept Refund will be registered

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Common Scenarios

Case	What will happen	What 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.

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OR

How to process a Credit Card Chargeback

Ui steps

size	small

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 you want to apply a Charge Back.

Ui step
A confirmation window will appear where you can enter the date of the transaction. Click on Continue to finish. The system will mark the payment with an icon identifier along with the user name and time stamp of when the charge back was applied. A negative transaction under the concept Charge Back will be registered in the system.

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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:

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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

title	Multi 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

size	medium

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

Info

title	Important

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

Panel

title	Information

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ( "payments" , "nsf" , "receive-payments" )