Refunds are incredibly simple to process in PosiPay. You can request full or partial refunds all from the Gateway Transaction record, and it will call Stripe to process it.
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Issue a Refund
”In order to To issue a refund, go to the Gateway Transaction record of the payment you want to refund. Click on the Process Refund Payment button.
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Note: You can only issue a refund on a Successful transaction.
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Set up Webhook Event and add charge.refunded.
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Click Add Events and after that, click Add Endpoint
Setup Payment Refund Button
In Gateway Transaction, add a Payment Refund button on the page layout
Refund Payment Functionality
If the current Gateway Transaction record Record Type is not Transaction. The Payment Refund page will not display.
In this example, the Record Type is Adjustment, so an error message will display when you click Refund Payment.
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If the Current Gateway Transaction record has Transaction as Record Type but the Transaction Status is Pending, the Refund Payment page will not display.
Gateway Transaction record below has Transaction as Record Type but has a Pending Transaction period, when Refund Payment is clicked an error message will display.
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3. If the current Gateway Transaction record has Transaction as Record Type but the Transactions Status is Failed, the Refund Payment Page will not display.
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If the current Gateway Transaction record has Transaction as Record Type but the Transaction Status is Refunded, a message will display.
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If the current Gateway Transaction record has Transaction as Record Type and the Transaction Status is Successful, the Refund Payment page will display.
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When Refunding a payment
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If the refund is successful
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A new Gateway Transaction will be created for refund and the source transaction will be its parent gateway transaction where the refund is being process/held
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If the refund is failed
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Once you hit the Refund Payment button, a screen will pop up with all the relevant details.
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Enter the amount to refund in the Amount field at the top. It cannot exceed the remaining balance, which is calculated by subtracting any previous refunds from the original amount. If this is the first refund, the remaining balance will match the original amount. You can see the Refund History for this Gateway Transaction at the bottom of the screen. Once you have entered the correct amount, hit the Refund Payment button and PosiPay will call Stripe to refund that amount. A new Gift Transaction record, with record type Refund, will be created for each partial or full refund and will have the original Gift Transaction as its parent record.
Why Can’t I Process A Refund?
Perhaps you want to process a refund, but you’re getting this message:
There are several reasons why you might not be able to issue a refund on this record.
If the Gateway Transaction record type is Adjustment, Refund, or Stripe Fees, you won’t be able to process a refund. The record type must be Transaction.
If the Gateway Transaction has a status of Pending, Failed, or Refunded, you won’t be able to process a refund. The status must be Successful.