Refunds and Adjusting Payments

From time to time, a customer may request that their order is adjusted such as adding or removing an item.

On other occasions you as a business manager may need to change an order. Common scenarios include:

  1. A product was not delivered by a supplier

  2. A product was of lower quality than expected

  3. An order contains products with variable weights such as meat or large vegetables (i.e. whole items priced by weight).

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 made automatically using the Payment Method Provider Stripe/Stripe SCA.


Using the OFN Platform you can process a total refund, which refunds the entirety of the order, or a partial refund, which you might use when an item was not available for example.

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.

Total Refund

To issue a total 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 'payment state: balance due':

You can cancel the order straight away following the steps below for 'Marking an order as cancelled'.

The customer has paid for the item.

When viewing orders the order appears as 'payment state: paid':

  1. Arrange for the customer to be reimbursed independently of the OFN platform.

  2. Record this action by Orders -> Edit and select the ‘Payments’ tab from the right hand menu. Select the ‘X’ to the right hand side of the payment to void it.

Then mark the order as ‘cancelled' using the steps below.

Marking an order as cancelled

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.

Cancelling an order will automatically update stock levels. For example, if a shop had five loaves of bread in stock and a customer ordered three, stock levels would show two in stock. Cancelling the customer's order automatically updates stock levels, such that five will again show as in stock.

Note that you cannot cancel an order which has been marked as ‘Shipped’

Partial Refund

To issue a partial refund, you must first 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 adjust item quantities, or make an adjustment:

1. Edit the quantity of an item by going to Orders -> edit order and clicking on the ‘edit’ icon next to the item:

You can remove an item from an order completely by clicking the 'delete' button:

Or you can reduce the quantity by editing the quantity value, remembering to click the 'tick' button to save your changes:

Select ‘Update and Recalculate Fees’ at the bottom of the page to save your changes.

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 adding a new Adjustment to the order by visiting Orders -> Edit -> Adjustments from the right hand menu and selecting + New Adjustment at the top right.

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 or the new adjustment, the order will appear with the payment state of ‘Credit Owing’ for the amount the customer no longer needs to pay.

Process the Partial Refund To process a partial refund of the amount that is now owed, see instructions by choosing the payment method from the following tabs:

  1. Arrange for the refund to be made to the customer independently of the platform.

  2. Record this action by going to Orders -> Edit and selecting ‘Payments’ from the right hand menu, then '+ New Payment':

Enter a negative value in the ‘Amount’ field to record the refund as having been made.

The button for + New Payment will only be visible if you have already added an adjustment (e.g. the payment state is 'credit owed')

Collecting Additional Payments

Follow the steps above for Partial refunds to add extra items to a customer's order or make adjustments via the Bulk Order Management page.

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)

  1. 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.

  2. 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. You can also 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.

Collection of additional payments through PayPal is not possible at present

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.

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