You will have the function to apply a refund directly from your admin dashboard. You will have an option to apply a refund automatically (funds are returned directly to the payers credit card), manually (this is when you issue a direct refund and just need to update your order), or family credit (funds are transferred to the family profile). Follow the below steps to apply a refund.
Step 1: Search for the order either with the confirmation # or you can go to the SEASON → Programs and Orders, then click on the class and find the order in mention. Once you have found your order follow the below steps.
Step 2: Cancel the order – On the ACTIONS column click on EDIT/CANCEL (if you go directly to order “view details” the EDIT/CANCEL icon is on the top right hand, see sample below).
Click on the “Cancel entire order” option or you can “Edit” the order
Step 3: Complete the Refund – Once the order is edited or canceled you can now go back to that order and will find the refund option either on the “actions” column or on the top icons as shown on the below sample
You will enter the refund amount and can then choose from three different options.
- Issue the refund automatically – this will return funds to the credit card automatically
- My organization will issue the refund manually – you have already issued the refund and are just updating your order details
- Transfer the balance to them family credit – the refund amount is transferred as a credit to the the families account.