Overview
How to refund a Credit Card Payment that was charged through Oases and eCheck refund information.
Article Sections
Refund in Full Only
An Authorize.Net or Stripe Credit Card Payment may be refunded in full only via Oases. A partial refund of a credit card payment needs to be managed via your Authorize.Net Payment Gateway or Stripe login and a manual adjustment made in Oases.
Action Refund
1. Locate and open the credit card payment you wish to refund. Access from the Payments page in Private Invoicing or the Billing Tab in a Customer record.
2. Inside the payment press Delete.
3. The delete options box will pop up.
4. Select if you wish to Delete payment with or without refund.
5. When selected press Ok.
Automatic Void or Credit
6. The payment will delete from the customer record and the payment processor will process the refund in one of the following ways:
Authorize.Net - If the payment was charged that same day (your day has not batched out) a void will be processed. You will not receive email confirmation of this from Authorize as it will just be a delete of the pending charge. No credit card processing fees apply.
Authorize.Net - If the payment was from a previous day Authorize.Net will process a credit transaction. Fees apply and you will receive a confirmation email.
Stripe - fees are per your account agreement.
Aged Payments
7. If a payment is several years old the processor may refuse the refund via Oases. You will receive error message 52.
As advised by the Alert you may action a refund via your Payment Gateway.
eCheck Refunds
8. An eCheck may be voided via Oases. This means you delete and refund the payment prior to the daily batch-out at Authorize.Net.
9. Once the batch-out has taken place all eCheck refunds must be handled directly from your Authorize.Net account. Create a negative invoice in Oases to adjust the customer total.
Reports
10. You may use the AUDIT TRAIL REPORT in the PRIVATE TUTORING INVOICE AREA of the report suite to track refunds of credit cards.
Link To
SU25. Set Up Credit Card Processing in Oases
IP06. Saving a Credit Card & Running a Credit Card transaction in Oases