How do I process a refund?


The purpose of this walkthrough is to show you how to process a refund. inside the Webforce CRM


Pre Requisites:

  • WF account

  • Order number

  • Reason for refund



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 #



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



  • 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. 


Check List:

  • Log in to Webforce

  • Order number

  • Reason for refund