How to make a refund

Steps to Issue a Refund

  1. Access the Concerned Order:

    • From the dashboard, navigate to the “Orders” section.

    • Select the order for which a refund is to be made.

  2. Initiate the Refund Process:

    • Under the "Add Transaction" button, click the link to issue a refund.

  3. Choice of Reimbursement Type:

    • Choose between manual or automatic reimbursement.

      • Automatic Refund: Available for payments made via online payment system (Payline, Stripe, Adyen).

      • Manual Reimbursement: For payments not covered by the automatic system.

  4. Entering the Reimbursement Amount:

    • Determine the amount to repay. There is no need to refund the original payment in full.

  5. Finalization of Reimbursement:

    • For automatic reimbursement, Yoplanning transmits the order directly to the payment platform.

    • For a manual refund, perform the actual refund action outside of Yoplanning, and note the transaction in the Yoplanning cash register.

User Tips and Best Practices

  • Verification: Before proceeding with the reimbursement, ensure the validity of the reimbursement request.

  • Precision: Enter the exact amount to avoid accounting imbalances.

  • Value Date: When making a manual refund, indicate the correct date for the transaction to facilitate tracking.

Common Errors and Problems

  • Amount Error: Make sure the amount entered corresponds to the reimbursement intention.

  • Selecting the Wrong Refund Type: Check the original payment type before choosing the refund method.

  • Synchronization Problems with Payment Platforms: In case of automatic reimbursement, check the connection between Yoplanning and the payment platform.

For further. Some additional articles on different scenarios:

How should things be entered to be compliant from an accounting point of view?

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