https://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&feed=atom&action=historyX-Payments:Issuing refunds when using X-Payments with Zoey - Revision history2024-03-29T12:37:17ZRevision history for this page on the wikiMediaWiki 1.31.5https://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1470&oldid=prevDohtur at 05:22, 13 March 20182018-03-13T05:22:33Z<p></p>
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</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>After an order has been paid and invoiced, the entire order, or a portion of it, can be refunded. The basic method to do a refund in Zoey is by issuing a credit memo.  </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>After an order has been paid and invoiced, the entire order, or a portion of it, can be refunded. The basic method to do a refund in Zoey is by issuing a credit memo.  </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">{{Note1|'''Important''': If your workflow does not use invoices, or the order for which you need to issue a refund has been modified using your Zoey store's Order Edit feature, DO NOT use this procedure; instead, please refer to the section "[[#Capture, Void and Refund via the X-Payment Order State tab|Capture, Void and Refund via the X-Payment Order State tab]]".}}</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To issue a refund:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To issue a refund:</div></td></tr>
</table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1457&oldid=prevDohtur: Dohtur moved page X-Payments:X-Payments:Issuing refunds when using X-Payments with Zoey to X-Payments:Issuing refunds when using X-Payments with Zoey2018-03-12T17:20:38Z<p>Dohtur moved page <a href="/help/?title=X-Payments:X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&action=edit&redlink=1" class="new" title="X-Payments:X-Payments:Issuing refunds when using X-Payments with Zoey (page does not exist)">X-Payments:X-Payments:Issuing refunds when using X-Payments with Zoey</a> to <a href="/help/X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey" title="X-Payments:Issuing refunds when using X-Payments with Zoey">X-Payments:Issuing refunds when using X-Payments with Zoey</a></p>
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<td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:20, 12 March 2018</td>
</tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div>
</td></tr></table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1456&oldid=prevDohtur at 17:09, 12 March 20182018-03-12T17:09:07Z<p></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:09, 12 March 2018</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l12" >Line 12:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:zoey_order100000003_refund_offline_refund.png|700px|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:zoey_order100000003_refund_offline_refund.png|700px|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''<del class="diffchange diffchange-inline">Order View</del>''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:zoey_order100000003_credit_memo_refunded.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''<ins class="diffchange diffchange-inline">Navigation</ins>''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:zoey_order100000003_credit_memo_refunded.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td></tr>
</table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1454&oldid=prevDohtur at 17:07, 12 March 20182018-03-12T17:07:40Z<p></p>
<table class="diff diff-contentalign-left" data-mw="interface">
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:07, 12 March 2018</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l11" >Line 11:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|700px|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|700px|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:zoey_order100000003_refund_offline_refund.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:zoey_order100000003_refund_offline_refund.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:<del class="diffchange diffchange-inline">credit_memo_created</del>.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:<ins class="diffchange diffchange-inline">zoey_order100000003_credit_memo_refunded</ins>.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td></tr>
</table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1452&oldid=prevDohtur at 17:01, 12 March 20182018-03-12T17:01:16Z<p></p>
<table class="diff diff-contentalign-left" data-mw="interface">
<col class="diff-marker" />
<col class="diff-content" />
<col class="diff-marker" />
<col class="diff-content" />
<tr class="diff-title" lang="en">
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:01, 12 March 2018</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l10" >Line 10:</td>
<td colspan="2" class="diff-lineno">Line 10:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># In the upper right of the Invoice page, click the '''Credit Memo''' button to start the refund process by generating a credit memo.<br />[[File:zoey_order100000003_credit_memo_button.png|700px|border]]<br /><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># In the upper right of the Invoice page, click the '''Credit Memo''' button to start the refund process by generating a credit memo.<br />[[File:zoey_order100000003_credit_memo_button.png|700px|border]]<br /><br /></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|700px|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|700px|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual<del class="diffchange diffchange-inline">: enter credit memo comments as needed, specify whether a notification of the credit memo needs to be emailed to the customer and whether your comments need to be appended to the notification</del>.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:<del class="diffchange diffchange-inline">refund_offline_refund_buttons</del>.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:<ins class="diffchange diffchange-inline">zoey_order100000003_refund_offline_refund</ins>.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:credit_memo_created.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:credit_memo_created.png|700px|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td></tr>
</table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1448&oldid=prevDohtur at 15:21, 12 March 20182018-03-12T15:21:20Z<p></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 15:21, 12 March 2018</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To issue a refund:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To issue a refund:</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># In the Control Panel of your Zoey store, select '''Orders''' > '''Orders''':<br />[[File:zoey_orders.png|border]]<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># In the Control Panel of your Zoey store, select '''Orders''' > '''Orders''':<br />[[File:zoey_orders.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># In the Orders list, locate the order for which you want to issue a refund and click to open the order details:<br />[[File:zoey_order100000003.png|border]]<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># In the Orders list, locate the order for which you want to issue a refund and click to open the order details:<br />[[File:zoey_order100000003.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># In the '''Novigation''' menu on the left-hand side of the screen, select the '''Invoices''' tab. This opens a list of invoices pertaining to the order.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># In the '''Novigation''' menu on the left-hand side of the screen, select the '''Invoices''' tab. <ins class="diffchange diffchange-inline"><br />[[File:zoey_order100000003_navigation_invoices.png|700px|border]]<br /><br /></ins>This opens a list of invoices pertaining to the order.<ins class="diffchange diffchange-inline"><br /></ins></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Locate the invoice for the item(s) you need to refund and click to open it.<br />[[File:zoey_order100000003_invoice_to_refund.png|border]]<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Locate the invoice for the item(s) you need to refund and click to open it.<br />[[File:zoey_order100000003_invoice_to_refund.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># In the upper right of the Invoice page, click the '''Credit Memo''' button to start the refund process by generating a credit memo.<br />[[File:zoey_order100000003_credit_memo_button.png|border]]<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># In the upper right of the Invoice page, click the '''Credit Memo''' button to start the refund process by generating a credit memo.<br />[[File:zoey_order100000003_credit_memo_button.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual: enter credit memo comments as needed, specify whether a notification of the credit memo needs to be emailed to the customer and whether your comments need to be appended to the notification.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Work through the process of creating a credit memo as usual: enter credit memo comments as needed, specify whether a notification of the credit memo needs to be emailed to the customer and whether your comments need to be appended to the notification.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:refund_offline_refund_buttons.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:refund_offline_refund_buttons.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:credit_memo_created.png|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:credit_memo_created.png<ins class="diffchange diffchange-inline">|700px</ins>|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div></td></tr>
</table>Dohturhttps://www.x-payments.com/help/?title=X-Payments:Issuing_refunds_when_using_X-Payments_with_Zoey&diff=1445&oldid=prevDohtur: Created page with "After an order has been paid and invoiced, the entire order, or a portion of it, can be refunded. The basic method to do a refund in Zoey is by issuing a credit memo. {{Note..."2018-03-12T15:13:13Z<p>Created page with "After an order has been paid and invoiced, the entire order, or a portion of it, can be refunded. The basic method to do a refund in Zoey is by issuing a credit memo. {{Note..."</p>
<p><b>New page</b></p><div>After an order has been paid and invoiced, the entire order, or a portion of it, can be refunded. The basic method to do a refund in Zoey is by issuing a credit memo. <br />
<br />
{{Note1|'''Important''': If your workflow does not use invoices, or the order for which you need to issue a refund has been modified using your Zoey store's Order Edit feature, DO NOT use this procedure; instead, please refer to the section "[[#Capture, Void and Refund via the X-Payment Order State tab|Capture, Void and Refund via the X-Payment Order State tab]]".}}<br />
<br />
To issue a refund:<br />
# In the Control Panel of your Zoey store, select '''Orders''' > '''Orders''':<br />[[File:zoey_orders.png|border]]<br /><br /><br />
# In the Orders list, locate the order for which you want to issue a refund and click to open the order details:<br />[[File:zoey_order100000003.png|border]]<br /><br /><br />
# In the '''Novigation''' menu on the left-hand side of the screen, select the '''Invoices''' tab. This opens a list of invoices pertaining to the order.<br />
# Locate the invoice for the item(s) you need to refund and click to open it.<br />[[File:zoey_order100000003_invoice_to_refund.png|border]]<br /><br /><br />
# In the upper right of the Invoice page, click the '''Credit Memo''' button to start the refund process by generating a credit memo.<br />[[File:zoey_order100000003_credit_memo_button.png|border]]<br /><br /><br />
# Scroll down to the "Items to Refund" section.<br />[[File:zoey_order100000003_items2refund.png|border]]<br /><br />This section provides a list of items pertaining to the invoice and their respective quantities. By default, a refund will be issued for the entire invoice amount. If you are going to refund only some of the items and do a partial refund this time, update the quantities to refund (specify the correct quantities in the '''Qty to Refund''' column and click the '''Update Qty's''' button); the total amount to be credited will be re-calculated. Select the '''Return to Stock''' checkbox for the items that will be returned to inventory (Do not select the checkbox if the items will not be returned). If you want to refund shipping, issue an adjustment refund or add an adjustment fee, specify the respective amounts.<br />{{Note1|'''Important''': Before doing a partial refund, make sure your payment gateway supports this feature.}}<br />
# Work through the process of creating a credit memo as usual: enter credit memo comments as needed, specify whether a notification of the credit memo needs to be emailed to the customer and whether your comments need to be appended to the notification.<br />
# Click '''Refund''' or '''Refund Offline''' to process the refund (Select the button based on the action you require).<br />[[File:refund_offline_refund_buttons.png|border]]<br />If you select '''Refund''', a refund request will be submitted to the payment gateway via X-Payments, and a refund will be given at the same time that the credit memo is issued. If you select '''Refund Offline''', no refund request will be sent (This option assumes that you will handle the refund directly through the gateway or through the X-Payments back end).<br /><br /><br />
:: Once you have completed the above steps, the credit memo should be created. Now if you go back to the order details and select the '''Credit Memos''' tab under the '''Order View''' menu, you should be able to see the new credit memo added to the list of credit memos pertaining to the order:<br />[[File:credit_memo_created.png|border]]<br /><br />The status will be shown as ''Refunded''.<br />If you have chosen to complete the refund online, the refund transaction will appear in X-Payments with the same status, ''Refunded''.<br />If you have chosen the "Refund Offline" option, the transaction will not be reflected in X-Payments.<br /><br /></div>Dohtur