Note: For CyberSource Gateway users, following steps will only be feasible when Setup> Accounting> Payment Processing Profiles> View your Cybersource Profile> Allow Request ID to Meet Payment Card Field Requirements Checkbox is enabled.
1. Pull up the Payment record > click Edit.
2. Under Apply tab > Invoices sub tab, unmark the Apply box beside the related Invoice.
3. Hit Save.
4. Access the Issue Customer Refund page. Navigate to Transactions > Customers > Issue Customer Refund.
5. Enter the Customer name and as well all other mandatory fields.
6. Under Apply tab > Credits sub tab, mark/check the Payment record and check if the amount is correct.
7. Under Refund Method tab, select the Refund Method.
If this is for Credit Card Refund:
8. Ensure that the Process Credit Card box is marked.
9. Copy the P/N Ref. number from the Payment record and paste it on the same field on the Customer Refund record > Refund Method tab.
10. Hit Save button.
What if I have multiple Invoice applied to Customer Payment and I have to refund for a particular Invoice.
ReplyDeleteThanks in Advance