Issuing a Refund

Purpose:

The purpose of this walkthrough is to help you refund.

Pre Requisites:

• Funnel

• Shop page

• Orders

Easily process refunds with this walkthrough 

• Who can process a refund? 

  • Customer service role

  • Admin role

  • Sales manager role

  • Super admin role

• On the left side menu click Orders and then click the order #.

Open

• This screen will appear with all order and customer information.Click the three dots in the right lower corner and click refund:

Open

• Once you click refund you will be brought to this screen:

• You have the option for a full or partial refund:

• If you are doing a partial refund: 

  • Choose the: 

    • Quantity refund 

      • Quantity returned

    • The amount 

    • The shipping 

• You also can input the reason for the refund

• Input the reason for the refund- if you choose Other you can add a short description 

• Once you have input the reason, click save

• If all information looks correct, click refund. This will begin the refund process within the system.  

Checklist:

• Funnel

• Shop page

• Orders