How to make a refund
Steps to Issue a Refund
Access the Concerned Order:
From the dashboard, navigate to the “Orders” section.
Select the order for which a refund is to be made.
Initiate the Refund Process:
Under the "Add Transaction" button, click the link to issue a refund.
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.
Entering the Reimbursement Amount:
Determine the amount to repay. There is no need to refund the original payment in full.
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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