How can I revert a family credit so it can be refunded?

Overview

It is possible to revert a family credit so you can then apply a refund. In this case, you will first need to transfer the balance back to the order and you can then complete the refund action. To do so follow the below steps.

 

Step 1: Go to the order view details page where you can see the Payment History information.

revert-family-credit

 

Step 2: Once you are on the view detail page you can scroll down to the Payment History section and find the Family Credit transaction.

family-credit-transaction

 

Next, you would click on the Actions column and select the "undo transfer" option.

undo-transfer

 

Step 3: Now you can manually input what amount you want to reverse and apply back to the order.

transaction

 

family-credit-transfer

 

Step 4: Now that the balance is back to the order you can go to view order details and you can now follow the regular steps to complete a refund by clicking on the refund icon.

revert-credit

 

Note: There is an alternate way to revert the family credit by going to the People icon -> Families -> and from a family's action column you would go to transactions. This will give you a list of all transactions, you would need to identify the family credit transaction and then select the "undo" option from the Actions column.

undo-transfer-1

 

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team