Managing refund reasons and processing refunds efficiently is essential this guide provides clear steps to add, manage, and test refund reasons in the management dashboard, along with verifying their proper reflection in the refund process.
Choosing a Workspace
Option 1: Selecting an Existing Workspace
Browse through the list of workspaces displayed.
Use the Search Bar at the top to find a specific workspace by typing its name.
Identify the workspace you want to work on (e.g., " Alexander Event" as highlighted in the image).
Click on the workspace card to select and access it.
Navigate Refund Reasons Tab
Under the Badges category, locate and click on Refund Reasons.
This will open the Refund Reasons Tab, where you can view and manage Refund Reasons-related data.
Click on the + New button to open the New Refund Reason button.
Fill in the Refund Reason Details
Name (Required):
Enter a descriptive name for the refund reason (e.g., "Wrong Order").
Status (Required):
Select the status from the dropdown:
Active: The refund reason will be available for use.
Inactive: The refund reason will not be available for selection.
Step 3: Save the Refund Reason
Once all fields are filled, click Save to create the refund reason.
If you change your mind, click Cancel to discard the changes.
Managing Refund Reasons
1. Edit a Refund Reason
Click the pencil icon next to a refund reason to edit its details (e.g., name or status).
2. Delete a Refund Reason
Click the trash bin icon next to a refund reason to remove it. Confirm the deletion when prompted.
Tips💡
Use clear names for refund reasons to maintain clarity.
Regularly review refund reasons to ensure relevance and accuracy.
Testing Refund Process and Verifying Added Refund Reason
Step 1: Initiate the Refund Process
Navigate to the Orders section in the dashboard.
Select the order you want to refund (e.g., "Order R888791043").
Go to the Payments tab.
Click the three dots menu next to the payment method (e.g., Stripe).
Select Refund from the options.
Step 2: Confirm Refund Details
In the refund pop-up, verify the following:
Refund Amount: Ensure the correct amount is displayed (e.g., $500.00).
Refund Reason: Open the dropdown menu and select the newly added refund reason (e.g., "Wrong Order").
Confirm the refund action by clicking the "Confirm" or "Cancel" if you unsure of the process.
Step 3: Verify Refund Reflection
navigate to the Refunds tab within the order details after processing the refund.
Verify the following details:
Refund Amount: The refunded amount should be displayed (e.g., $500.00).
Reason: Ensure the newly added refund reason (e.g., "Wrong Order") is reflected correctly.
Date of Refund: Check that the date is accurate (e.g., Jan 28, 2025).
Frequently Asked Questions
Can I edit or delete an existing refund reason?
Can I edit or delete an existing refund reason?
A: Yes, click the pencil icon to edit or the trash bin icon to delete a refund reason.
What does the "Active" status mean for a refund reason?
What does the "Active" status mean for a refund reason?
An "Active" refund reason is available for selection during the refund process.
What happens if I mark a refund reason as "Inactive"?
What happens if I mark a refund reason as "Inactive"?
Inactive refund reasons will no longer be available for selection during the refund process.