No one ever likes to give refunds, but they are a necessary evil in business. Whether you are trying to please a dissatisfied customer, or trying to further delight a happy customer. There are going to be times when you will need to process a refund.
Here are the steps you need to take to process the refund.
Please note that when you process a refund, the customer will lose access to content given by the product. If you want them to keep access for any reason you should either Issue a Credit instead OR manually give them access after you process the refund.
Refunding a Purchase
In your Admin go to the product, then to purchases in the product and find the customer in question and click on their name.
In the purchase summary select Refund
A window like below will pop up.
Verify the amount you want to refund, in this case it should match the full purchase price.
Complete the rest of the fields.
What if I don't do my refund through Simplero?
We do not advise doing the refund outside of Simplero if the transaction originated in Simplero. However, if that happens for some reason, you can log the refund without double refunding them.
To do this hit the refund button like normal, enter your amount, only this time instead of selecting the card to return the money to you are going to select the option "Don't touch the money"
Can Simplero Do Partial Refunds?
From time to time you may need to process a partial refund. Generally this is because your refund policy limits the amount that can be returned depending on how long they've been in the program.
In your Admin go to the purchase.
Below Charges & Payments click on "Issue credit"
A window like the below will pop up. Follow these steps:
Be careful when selecting “Keep Access OR “Close Access”. This will vary for each case.