Manual Check, Transfer, Deposit, Cash - Refunds / Chargebacks

Purpose:

The purpose of this walkthrough is to help you refund or make a chargeback.

Pre Requisites:

• Funnel

• Shop page

• Orders

• Click on orders inside your CRM

Open

• Click on the order you wish to Refund/ chargeback

Open

• Click on the 3 dots to the right of the transaction history that appears in the order history

• Click on the action you are trying to accomplish Ex: Refund

• Ex: Refund- Fill out all the information necessary in order to activate the refund button on the top right corner.

  • Full refund or partial refund?

  • If its partial refund: which products are being refunded and what quantity of them

  • Reason for refund will give you the pop up in "Image 2"

Image 2

•  After clicking save on the "Reason for Refund" you will notice that the refund button is now active

   

• Click on the arrow pointing down next to the refund button and select "Save Custom"

• Fill out all of the information for the "custom refund"

  • Method: check, transfer, deposit, cash (see image 2)

  • Reference (optional): you could use check number, transfer reference, deposit receipt #

  • Date

  • Time

Image 2

• Once you select an option click save and the refund will be placed on the order 

• Chargeback option: Click on the action you are trying to accomplish Ex: Chargeback

• Ex: Chargeback- Fill out all the information necessary in order to activate the chargeback button on the top right corner.

  • Reason for Chargeback (see Image 3)

  • If placing a charge back on all the products or specific products

Image 3

• When you select a reason to chargeback you will select save

• Finish by clicking the Chargeback button which will now be green

Checklist:

• Funnel

• Shop page

• Orders