Add refund to quote/order

In Business Hub, managing refunds is a straightforward process that ensures accurate record-keeping and smooth transactions. Whether you need to issue a full refund for an entire order or a partial refund for specific items, the Business Hub provides the tools to handle these transactions efficiently.

If you have DecoPay or a payment gateway configured, you can issue refunds directly for payments made by credit card, simplifying the process for both you and your customers. This integration allows for seamless refunds without the need to switch between multiple platforms, saving time and reducing the risk of errors.

In this tutorial, we will guide you through the steps to add a refund to a quote or an order.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.
• A partial or full payment must have been recorded against the quote or order

To add a refund to a quote/order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
   
3. Click View to load the quote or order you want to add a refund to.
   

   You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on the Payments tab.
   
5. Click on the Add Refund button.
   
   The Refund Details popup will be displayed.
   
6. Select a Refund Reason.
   
7. Enter extra information about the refund in the text box below the refund reason field. (Optional)
8. If you do not want the refund to be added back to the outstanding balance of the quote or order, tick the Add Credit With The Same Value checkbox.
   
9. Enter a Refund Amount against the payment(s).
   
   This can be the full amount already paid (the refundable amount), or part of the amount. You cannot enter an amount more than the refundable amount.

   (Note, an order can have multiple payments).

10. Click OK.
    • If the payment method is Credit Card, Business Hub communicates with the payment gateway to process the refund.
    • The refund is automatically recorded with a timestamp and is listed under the Payments tab along with the payment method, refunded amount and current payment status.
    • If the Add Credit With The Same Value checkbox was not checked, the refunded amount will be added back as the outstanding balance on the quote or order.