Issuing A Refund On A Return

Issuing a Refund on a Return

In this scenario we will be covering how to issue a refund for a customer if they are bringing in the item physically for a return/refund. If the customer needs the item picked up please refer to article “Issuing a credit - KB” for once the return has been received.

You may need to create a standalone return in the case that the customer has no receipt or record of their purchase and you can’t find it in the system. If at all possible you will want to avoid creating stand alone return requests.

• Order > New > Return Request/RMA

  

• A new Return Request form is displayed on the screen. Make sure you follow the correct steps in adding information, as highlighted below.

  

• In this scenario make sure to select the method as “Dropped off by customer”.

Converting

• Once everything looks good on the Customer Return, the next step would be to convert it to an RMA. Use the Convert button on the menu bar.

  

• Next you will be prompted to Refund Money or a Customer Credit and Issue Refund.

  

• You’ve now successfully refunded the customers money from this return order.