If you need to give back the customer his payment for a disputed transaction or items he returned, you may use the Customer Refund option to take this into account.


Steps to Create Customer Refund:

  1. From the Customer module, select Receipt > Customer Refund. A search list of customers will be displayed.

  2. Select the customer from the list to display the Refund form. Notice that the customer refund is similar to the Customer Receipt form.

  3. Enter the refund information such as the date and amount paid in the Refund tab.

  4. You may create a refund through the same payment methods: through CheckCredit Card, or Cash


Refunds for Credit Card Payments

It is important to note the following for creating a refund for a credit card payment. 

a. Direct Refund
Direct refund to customer credit cards is enabled for Interprise Gateway users (must have Blind Credit enabled).

  1. From the Customer Refund form, select Credit Card in the Payment Method pulldown. The fields for the credit card information would appear in the Refund Information section. 

  2. You may select the customer credit card from your file or enter the Credit Card Number and other credit card information (and save it into the file). 

  3. After entering the necessary details, click on the Credit button. This option will attempt to process a chargeback for the customer's credit card and return the funds to his credit card account. Make sure that there is an active gateway assigned to the credit card payment type.


b. Refunds Processed Through the Payment Gateway
If you use other gateways and wish to refund a credit card payment from the customer, you would have to issue it from your merchant account.

  1. After the credit card refund is processed from the merchant account, create the refund transaction in CB.

  2. From the Customer Refund form, select Ext. System C/Card in the Payment Method pulldown.

  3. Choose the Bank Account on file where the credit card receipt was deposited.


Applicable Products:

All Connected Business Version

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