How to refund Credit Card, EziDebit Direct Debit or PayPal payments
- Refunds can be given for any credit card, EziDebit Direct Debits or PayPal transaction
- The maximum amount that can be refunded is the amount of the original transaction. Â This is the sum of all refunds for that the original transaction.
- Credit card numbers are not required because the details are calculated from the tokenised details from the original transaction.
- Refunds are designed to work with the Salesforce Workflow Approvals. Â As this process is unique for each organisation, workflow approvals need to be setup by your administrator or you can engage Payments2Us Professional Services for help - email [email protected].
For a simple approval process to manage approvals, see How to setup a Simple Refund Approval Process
NOTE: The refund does not happen until the "Approved" checkbox has been selected or updated by a workflow rule. Â
EziDebit Specific notes
- You can only refund a transaction once it has been settled. Â This is typically with the day for Credit Card transactions and between 2 and 5 days for Direct Debits
- You can only do ONE refund per original transaction
- The BankReceiptId uses the value from "Payment Confirmation No." (AAkPay__payment_txn_no__c)  field and PaymentId use the value  from "TxnRef" (AAkPay__dpsTxnRef __c).  One of these values needs to be present in order to do a refund.  These values are automatically assign as part of the normal transaction processing.
Authorize.Net Specific Notes
- You need to select the "Void" transaction and enter the full amount if performing a refund before the transaction is settled (normally within a 24 hour period)
5. Enter details for refund and select CONFIRM
- The refund cannot be more than the amount paid
- Reason for Refund
- The refund will not proceed if the Approved checkbox is not ticked
- A valid reason must be entered
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6. Check refund transaction
When checking the transactions you need to check the status for "Receipting Complete" or "Matching Complete". Â If the status is "Refund Start", then make sure the "Approved" checkbox is selected and refresh the browser as it can take a few moments for the request to complete.