How to refund a Manual Payment or Direct Debit
- It is the responsibility of the user to ensure the sum of all refunds do not exceed the original transaction amount. Â A check exists to ensure any single transaction does not exceed to original payment amount.
- 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 For Direct Debit Refunds: It is important to note that the refund transactions are for internal purposes only and WILL NOT be included as a reversal in future Direct Debit processing. Â You must get the refund to the payee by other means
3. Select the payment to be refunded
Note: The status of the transaction must be either Receipting Complete or Matching Complete.
5. Enter details of refund and select the Confirm button
- It is the responsibility of the user to ensure the sum of all refunds do not exceed the original transaction amount. Â A check exists to ensure any single transaction does not exceed to original payment amount.