Admin: Corporate Office
Page: Sales > Orders > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: RefundOrder()

With the return received from the customer and the order status updated to reflect that, the final stage in the return process is to refund the payment.

What We’ll Cover

• Refunding the Original Payment Method
• Refunding Cash or Offline Payment

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Refunding the Original Payment Method

In the order’s Detail page:

1. Scroll to the Payments section, and click the arrow to expand the section, if necessary.

   

2. In the expanded Payments section, click the Refund button.

   

   The Refund Payment pop-up window opens.

3. In the Refund Payment pop-up window, enter Refund Amount.

   You can issue a partial refund or leave the Refund Amount alone to issue a full refund.

4. Click Process Refund.

The Refund Payment pop-up window closes, and the order now has a “Refunded” status.

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Refunding Cash or Offline Payment

Suppose the customer paid for the order with cash or another payment option outside the system (Venmo, PayPal, etc.), and you’ve refunded the customer directly already. In that case, you can still mark the order as refunded by doing a Manual Refund.

1. In the Refund Payment pop-up window, enter Refund Amount.

2. Enable Manual Refund.

   

   When enabled, the Refund Transaction ID field reveals.

3. In the Refund Transaction ID field, enter a transaction ID from the payment provider you refunded the order.

   This field is purely for record-keeping, so enter something that indicates where and how you refunded the order to help locate it later.

4. Click Process Refund.