Purpose:
The purpose of this walkthrough is to help you refund or make a chargeback.
Pre Requisites:
Funnel
Shop page
Orders
Click on orders inside your CRM
Click on the order you wish to Refund/ chargeback
Click on the 3 dots to the right of the transaction history that appears in the order history
Click on the action you are trying to accomplish Ex: Refund
Ex: Refund- Fill out all the information necessary in order to activate the refund button on the top right corner.
Full refund or partial refund?
If its partial refund: which products are being refunded and what quantity of them
Reason for refund will give you the pop up in "Image 2"
Image 2
After clicking save on the "Reason for Refund" you will notice that the refund button is now active
Click on the arrow pointing down next to the refund button and select "Save Custom"
Fill out all of the information for the "custom refund"
Method: check, transfer, deposit, cash (see image 2)
Reference (optional): you could use check number, transfer reference, deposit receipt #
Date
Time
Image 2
Once you select an option click save and the refund will be placed on the order
Chargeback option: Click on the action you are trying to accomplish Ex: Chargeback
Ex: Chargeback- Fill out all the information necessary in order to activate the chargeback button on the top right corner.
Reason for Chargeback (see Image 3)
If placing a charge back on all the products or specific products
Image 3
When you select a reason to chargeback you will select save
Finish by clicking the Chargeback button which will now be green
Checklist:
Funnel
Shop page
Orders