Make a refund with Yoplanning
Introduction
Refunding an order is a key step in transaction management and customer satisfaction. With Yoplanning, you can easily make a refund, whether automatic via an online payment platform (Stripe, Adyen, Payline) or manual for offline payments.
Steps to Make a Refund
Access the Concerned Order:
From the left menu, navigate to the “Orders” section.
Find and select the order for which a refund should be issued.
Initiate the Refund Process:
Under the “Add Payment” button, click the “Refund” link.
Choice of Refund Type:
Choose between manual or automatic refund.
Automatic Refund: Available for payments made via online payment system (Payline, Stripe, Adyen).
Manual Refund: For payments not covered by the automatic system.
Entering the Refund Amount:
Determine the amount to be refunded. It is not necessary to refund the entire original payment.
Finalization of Refund:
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.
Tips for Use and Best Practices
Verification: Before proceeding with the refund, ensure the validity of the refund request.
Accuracy: Enter the exact amount to avoid accounting imbalances.
Value Date: When manually refunding, please indicate the correct date for the transaction to facilitate tracking.
Common Problems and Solutions
Problem: Amount Error Solution: Make sure the amount entered matches the refund intent.
Problem: Selecting the Wrong Refund Type Solution: Please check the original payment type before choosing the refund method.
Synchronization Issues with Payment Platforms Solution: In case of automatic reimbursement, check the connection between Yoplanning and the payment platform.
To go 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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