This document describes how to apply a credit card refund in RealDropzone. To do this we'll go through a typical example.
We need to cancel two reservations made for December 23rd 2009 by Amber Howell. We will do this by finding her reservations on the Skydiving Reservations form:
Next, we will right-click on Amber’s reservation and select her as a customer:
With Amber selected as a Customer, we will now select both reservations, right click, and select “Transact Cancellation.”
We will select Amber’s personal account for this transaction:
As you will see by the Transaction Summary data, this will cancel these transactions and put a total of $100 back into Amber’s account. This is only half of the work we must do to handle a credit card refund. Now that we have moved the amount from the product into her account, we must move it from her account into a credit card refund. To do this, click “Add Cash Out” and select Credit Card Refund as the cash out type:
In this screen you will choose type of transaction you are performing and the amount, which must be less than or equal to the total amount of the transaction which you will refund:
There should now be three line items in the transaction, the two products which we’ve canceled, and a credit card refund:
Also notice that the “Total Changes” evaluates to 0, meaning that her account balance will be the same as it was before this transaction: $0.
Finally, click "Post Transaction." This will connect to the credit card processor and attempt to refund the amount requested. If successful, you will have a receit with confirmation:
If talking to the customer, let them know that depending on their bank this may take 24-48 hours to appear on their statement. |