Refund of credit card

Deb Caldwell shared this question 2 years ago
Answered

I have a customer who paid via credit card online thru IO and now wants me to refund him on that card and he wants to use a different card. I refunded through Authorize.Net, but how do I get the paid in full reversed on IO? It won't let me enter the new card for payment as it is showing a zero balance. Thanks.

Comments (11)

photo
1

You can either delete the orginial payment on the Contract tab of the lead, or enter a negative payment as a new payment to indicate the refund (recommended).

photo
1

I agree with recommended method. That is the policy we have at our office. This allows for a tracking on the order and keeps you from having to bounce around to different locations to track back the refund

photo
1

If I am using open edge do I just refund back to credit or one of the cimcharges???? there are 5 of them. thanks

photo
1

or I guess I just use the option at the bottom, charged saved card. correct?

photo
1

Yes, you'll hit 'charge saved card xxx' and enter a negative amount.

photo
1

Does doing that actually refund the card, or does it just make a record of it in IO?

photo
1

This will actually refund the card and it will show the refunded amount in the events balance also.

photo
photo
1

We are using Open Edge. Yesterday refunded the client though Open Edge - was able to do same day as the credit card was processed. Tech at Open Edge said I had to manually do the refund on IO. Deleted the item that needed refund - now IO says we owe the client the money I deleted. How do I clean this up so the contract shows they are totally paid and we do not owe them anything.

photo
1

Could you provide the lead ID so we can look into this for you?

photo
1

Linda Papa

# 3032491

She paid 1182.54 into IO - their was a payment convenience fee of $5.14- we wanted to get rid after she had paid - so changed her payment in Open Edge to $1177.40. How do I reconcile this in IO.

Thank you, Heather

photo
1

You can edit the event tab of the lead and manually add a fee of $5.50

photo