How to Issue a Full or Partial Refund on a Payment
Spiffy makes it easy to issue refunds to your customers. Since payments are stored in Order, Subscription & Payment Plan records, you can issue refunds on payments from any of these record types.
Just navigate to your customer’s Order, Subscription or Payment Plan record, locate the ‘Payments’ section.
From there, just click the payment’s Options ‘. . .’ and select ‘Refund Payment’
Issuing a Full Refund on a Payment
After selecting ‘Refund Payment’ from the payment’s options, just confirm the payment amount displayed, and click ‘Process Refund’
Issuing a Partial Refund on a Payment
After selecting ‘Refund Payment’ from the payment’s options, click the ‘Partial Refund’ toggle, and enter a partial amount to refund.
Refund ALL payments on an order
From the customer’s Order Record, you will have the option to refund ALL payments that have been collected. In most cases, you will most likely want to refund individual payments, but if you need to refund ALL payments for an order, just navigate to the customer’s order record.
Next, click on the order’s Options button located at the top-right corner
Select ‘ Refund Order‘.
Confirm that the amount displayed is the amount you wish to refund (This will be a combination of ALL payments collected for the order), and click ‘Process Refund’.
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