Full and Partial Refunds

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 the 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

1. Select the Products from your Simplero Dashboard
2. Select the Purchases tab
3. Search and select the customer's name
4. You will be directed to the customer's purchase screen
5. In the Purchase summary, select the Refund... button
   
   
6. The Refund purchase screen will open. Verify the amount you want to refund, in this case, it should match the full purchase price. Complete the rest of the fields and click the Refund purchase button to save.
   
   

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. 

1. Select the Products from your Simplero Dashboard
2. Select the Purchases tab
3. Search and select the customer's name
4. You will be directed to the customer's purchase screen
5. In the Charges & Payments box, select the Issue a credit... button
   
   
6. The Issue credit note window will open. Follow these steps:

Be careful when selecting “Keep their Access" OR “Turn off their Access”. This will vary for each case.