To issue a refund to a client the funds must be available for you to issue. When this tag is displayed these funds are available and can be transferred
Please note if credit card funds have already been transferred from Social Planet to your Bank Account, a refund cannot be issued.
Use your cancellation and refund policy to guide your fund transfer and refund process.
Please note if credit card funds have already been transferred from Social Planet to your Bank Account, a refund cannot be issued.
Use your cancellation and refund policy to guide your fund transfer and refund process.
Go to Main Menu, select Payment, then select Charges
Enter the Client Name in Search field the Client Tile will be displayed. Please review the client details by checking date/time of charge, invoice no, and activity amount to ensure you have the correct charge.
Check that the tag Funds Available appears against the client’s name
Go to the Actions Button, select Issue Refund.
The client will receive an email notification of the Refund Transfer so they know the action has been taken.
Alternatively
Go to Main Menu, select Invoices then select the Paid tab, enter the client’s name in the Search bar
Once the client’s record is displayed, click on the View button
The client invoice will be displayed on the right hand side there is a Online Charges pane, the clients card info will be displayed. Check that the tag Funds Available appears against the client’s name. Select the Issue Refund button.
The Issue Refund window will be displayed, select Issue Button
Bulk Funds Transfer
Go to Main Menu, select Payment, then select Charges
Select one or more charges, in the selection box at the bottom of the list, select Issue Refund
View Refunds Issued to Clients
Go to Main Menu, select Payment, then select Charges then select Refund tab
Enter client name in the Search field.
Client will receive an emailed refund notification