Purpose:
The purpose of this walkthrough is to show you how to process a refund. inside the Webforce CRM
Pre Requisites:
WF account
Order number
Reason for refund
Easily process refunds with this walkthrough
Who can process a refund?
Customer service role
Admin role
Sales manager role
Super admin role
On the left side menu click Orders and then click the order #.
This screen will appear with all order and customer information.Click the three dots in the right lower corner and click refund:
Once you click refund you will be brought to this screen:
You have the option for a full or partial refund:
If you are doing a partial refund:
Choose the:
Quantity refund
Quantity returned
The amount
The shipping
You also can input the reason for the refund
Input the reason for the refund- if you choose Other you can add a short description
Once you have input the reason, click save
If all information looks correct, click refund. This will begin the refund process within the system.
Check List:
Log in to Webforce
Order number
Reason for refund