Refund of online payments after day closing
What It is possible to process complaints received after the day closing and to refund an order paid online, to return the customer's money. Where POS: Order overview > View order > Refund. |
In the case of complaints received after the day closing for orders previously placed and paid online, it is possible to initiate a refund if it is no longer possible to cancel the order.
The refunds are not entered in the cash book as they are non-cash and must be booked out by the accounting department.
A refund can be made under POS: Order overview > View order > Refund.
The authorization to process refunds is controlled by the user permission "ordercentral.partialRefunds".
Procedure for the refund
1. For the refund, first open the relevant order in the POS/checkout under POS: Order overview.
Then click on the button with the magnifying glass symbol "View order" to open the detailed view.
2. Once the detailed view has opened, click on the "Refund" button at the bottom on the right.
3. With a click on "Refund" a window opens to start the refund.
4. An amount must be entered. It is possible to make a full or partial refund of the invoice amount. The "Complete" button inserts the maximum value into the amount entry field.
In addition, the reason for the refund must be entered in the comment field (mandatory field).
The "Refund amount" button will only be activated after the mandatory fields (amount and comment) have been entered, and then the refund can be confirmed.
Click on the "Refund amount" button.
5. The security query must then be confirmed with "Refund amount" in order to process the refund.
6. If a refund has been made, the amount(s) refunded will be displayed in the bottom right-hand corner of the order detail view.
There is also a hover effect when the mouse pointer is moved over the refund amount, then the logged-in user who made the refund is displayed, as well as the reason (comment) entered for the refund.
View refund details in Admin
The refund details can be viewed in the Admin by clicking on the order under Admin: Accounting > Online payments.
By clicking on the desired line, it is expanded, and additional information is displayed. You can then click on the invoice number to open the refund details.
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