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How do I refund a client payment?
Travis Schreer
posted this on June 24, 2010 15:09
To refund an invoice, you first need to navigate to the Shoot that you need to refund and go to the Billing and Legal section for the shoot.
Under the Order, you will see all of the invoices associated with any particular Order.
Click the View button next to the invoice you wish to refund and then click the Refund button next to the payment you wish to refund to finalize the process.*
*Note: This will refund the entire amount of the payment for any direct integration Merchant Accounts, such as Authorize.Net or Skipjack! This will merely remove the "Paid" notation from the invoice, if the payment was by check or another non-integrated payment solution. In these latter cases, it will still be necessary for you to refund the payment manually.
Comments
any way to do a partial refund via authorize.net? My client wants to cancel an 'addon' they purchased. I'm not thrilled (obviously), but I need to do a partial refund. Am I stuck with writing them a check & eating the merchant fees?
Same question as Carey - any update on that? I know through our other payment processors we have a way to do partial refunds (or any refunds) through their online system
just wanted to add to the people who commented -- obviously a bit late for you, but if anyone else searches ;) i couldn't find a way to do a partial refund through shootq. i had to log on to my authorize.net account and through there, i was able to do a partial refund. however, there seems to be no way to mark this in the shootq system, so i think i will have to keep track of it myself and manually enter it in quickbooks.
Just had to make the client wait for 15 min trying to figure out how to do a partial refund between ShootQ & Authorize.net. The transaction was too long ago to do through Authorize & I tried 2 other ways that didn't work so ended up having to write a check. Not good! And now there's no way to document it through ShootQ at all? Shouldn't this be an obvious necessity for any business software??
There's no way to partially refund an authorize.net payment in ShootQ. To do the actual refund, you could perform a partial refund in authorize.net, write the client a check, or do a full refund from ShootQ and have your client pay the new amount.
Whichever approach you take, if you'd like to track this in ShootQ, you'd need to recreate the order. We're planning to make changing an order easier in the future. At that time we'll re-examine partial refunds, but right now this looks to be better handled through authorize.net or through a check refund.
Ouch: Smart refunding is a critical need.
The button appears to say "Remove" now, instead of "Refund" -- On manual payments, does this actually record:
A) Payment Made on Date X
Followed by
B) Refund Made on Date Y
(That is the two transactions necessary for a REFUND to happen)
OR does it just simply DELETE the payment outright (From payment history reporting critical to tax calculation)?