The process of issuing a refund or requesting further payment depends on the payment method employed.
On the OFN platform, refunds and additional payments can only be taken automatically using the Payment Method Provider Stripe/Stripe SCA.
Using the OFN Platform, you can either process a Total refund, or make an adjustment to the order to change the balance owing, and then process a Partial refund.
If you have integrated with Stripe as a Payment Method, you can log in to your Stripe account and issue an invoice to the customer via Stripe. The customer will be sent an email asking them to pay with a Credit or Debit Card, but be aware that OFN will not be notified of this transaction and you will still need to manually capture the payment as received in OFN.
To issue a refund, select the relevant payment method from the tabs below:
For non-automated payment methods (such as cash on collection or BACS), there are two scenarios:
The customer has not yet paid for the item.
If a customer places an order, selecting a payment method such as cash on collection or BACS and the payment has not been captured on the system it will appear as:
Once you have issued a refund, you can now cancel the order. Edit the order and select ‘Cancel Order’ under ‘Actions’ (top right hand blue button)
The customer will receive an email to state that their order has been cancelled.
Note you can not cancel an order which has been marked as ‘Shipped’
To issue a partial refund, you first need to edit the order to change the balance owing. There are two main ways to edit an order when you want to issue a partial refund. You can either remove an item, or make an adjustment (eg. to fees):
1.Edit by Removing an item which is not in stock or changing the quantity of an item by going to Orders -> edit order and clicking on the ‘edit’ icon to the right of the item in question, as shown below:
Select ‘Update and Recalculate Fees’ at the bottom of the page.
If the product has been deleted by the supplier from their master product list then it will not be possible to edit this page. In which case, use the ‘adjustments’ method below.
2. Edit by Changing the Fees in the order by visiting Orders -> Edit -> Adjustments from the right hand menu.
This will bring up a list of enterprise fees for each item in the order as well as shipping and payment method fees. You can adjust one of these fees by clicking on the ‘edit’ icon to the right of the item in question.
3. Edit by adding a new Adjustment to theorderby visiting Orders -> Edit -> Adjustments from the right hand menu and selecting +New Adjustment (the top right hand button) to make a separate adjustment that is unrelated to fees.
Add the relevant details, remembering that for a refund, the value needs to be a negative number. When finished, click ‘continue’.
You can use ‘Adjustments’ to partially refund a customer for a substandard product.
Once the order has been amended to reflect either the missing / adjusted products, the adjusted fees, or the new adjustment, the order will appear with the payment state of ‘Credit Owing’ for the amount they no longer need to pay.
Process the Partial Refund
To process a partial refund of the amount that is now owing on the order, see instructions by choosing the payment method from the following tabs:
Arrange for the refund to be made to the customer independently of the platform.
Record this action by Orders -> Edit and select ‘Payments’ from the right hand menu
Select +New Payment
A negative value in the ‘Amount’ field means the refund is recorded.
Using the OFN platform you can automatically refund a customer who paid by Stripe. This will directly process the refund to their credit or debit card.
1.Visit Orders -> Edit Order and then select ‘Payments’ from the right hand menu
2.By clicking on the tick next to the payment, any credit owed to the customer will be automatically refunded.
Note that Stripe payments can take 3-5 working days to appear on a customer’s bank statement.
You can not issue a partial refund to a customer who paid by PayPal automatically via the OFN platform at present.
You will need to log into your business PayPal account and refund the customer the correct amount through their interface.
To record this action you will need to set up a new Payment Method as follows:
Name= ‘Paypal refunds’
Display = ‘Back Office Only’
Payment provider = ‘cash/EFT/etc’.
Visit Orders - > Edit Order-> Payments (found in the right hand menu).
Select +New Payment and select ‘Paypal refunds’:
A negative value in the ‘Amount’ field means that a refund is recorded.
If you opt to add a new payment with the payment method provider ‘Paypal’ this will not be possible:
Orders will now display with the Payment State = ‘Balance Due’:
To record payment of the extra monies due visit Orders -> Edit Order and then ‘Payments’.
Select +New Payment (top right hand blue button)
If customer has given your business the money owing in cash or BACS payment then record this in the same manner as detailed for a refund, but use a positive value in the ‘Amount’ field.
If the customer is present or on the end of the phone you can take the extra payment by Stripe. You will need the customer’s credit/debit card details to do this:
Note collection of the extra monies by PayPal through the platform is, at present, not possible.
If a payment method has an associated fee attached then the fee will be recorded by the system every time you collect extra money from the customer or issue them a refund.
Keeping Track of Customer Payment Balances
Monies owing (credit) or due (debit) for individual orders can be viewed on your listing orders admin page.
Remember that only payments for integrated payment methods (PayPal and Stripe) are automatically captured by the platform. If a customer pays your business by cash or BACS (or similar) you will need to capture this payment manually to keep your records up to date.
You may wish to allow your trusted customers to pay (by BACS) once a month for all their orders in that time period, or give those who have cash flow one week a bit of lee-way with their payments. To keep track of individual customer balances with your business, visit your Customer list. The amount of credit/debit due is displayed to the right of each customer's entry.