How to Refund a customer. (In-store and online purchases)

At your discretion, you can issue a refund for any Credit card payments. This can be done even if the card on file option was used and the card was not present.

This guide describes the process of refunding a customer for a purchase made in-store or online and then updating your Tan-Link site to reflect this refund in order to match all reports. 

For any refunds involving an automatic EFT draft, please refer to this guide: https://tan-link.zendesk.com/hc/en-us/articles/360041672971-How-to-Refund-an-Automatic-EFT-Draft- 

Please note that all Refunds need to be processed from your Payment Launch or Authorize.net account. Please refer to the guide below to process a refund from your Authorize.net account:
https://tan-link.zendesk.com/hc/en-us/articles/360030281091-How-to-refund-or-void-a-payment-through-Authorize-net-and-adjust-in-reports 

Please refer to the guide below to process a refund from your Authorize.net account:
https://tan-link.zendesk.com/hc/en-us/articles/4410622414733-How-to-Refund-through-Payment-Launch-and-Adjust-in-Reports 

Once the refund has been processed, you will return to Tan-Link and proceed as follows:

Product sales:

If a product was returned and is now back in your inventory, the sales order can be deleted directly from the customer's account. Once the order is deleted, the sales total will be removed from your sales reports, and any products that were included in the deleted order will return to the inventory.

Delete orders by clicking on the trash bin icon as displayed below:

Package sales:

If a package was sold and you need to keep the order on the account but still issued a refund, please go to Customers> Edit Orders. This screen displays all purchases and other orders from your customer's accounts.
It does not include EFT automatic drafts or redrafts and it does not show the status of Credit card payments.

Click on Search and enter the Account ID to search all orders for this customer. Then select from the list of results and click on the CHANGE button. In the next screen, you will need to edit the payment amounts to match the refund.
Since there was no charge for this sale, then set the credit card and other tax options to 0.00 without changing the Price box and click on Save. 

This will update the total charge as 0.00 while keeping the order and any agreements signed on the customer's account. 

You will also need to edit the card payment under Customers> Edit Credit Card payments.

This screen displays Credit card payments for daily sales, EFT sales (signup), EFT prepayments, Past-due payments, or Miscellaneous payments made in-store or online only. It does not include EFT automatic drafts or redrafts.

Click on Search and enter the Account ID to search all credit card payments for this customer and select from the list of results.

You can also search for the card number (Last four digits) corresponding to the refund that was already issued.

Then you will select the corresponding payment and click on the CHANGE button.

In the Amount box, you will edit the amount to 0.00 and click on Save.

This will update the total charge as 0.00 You can also edit the Decline Reason field and add the word "REFUND" to easily locate these transactions in the future.