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

  1. 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.

  2. Initiate the Refund Process:

    • Under the “Add Payment” button, click the “Refund” link.

  3. 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.

  4. Entering the Refund Amount:

    • Determine the amount to be refunded. It is not necessary to refund the entire original payment.

  5. 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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