Issuing a refund #
Go to the paid invoice card from the invoices tab, customer card or subscription.
Please note that the invoice must be paid and it must be done online via Rainex.
Click Issue a refund in the options in the top right corner.
In the modal window that appears, select the transaction you wish to refund to the customer.
Next, enter the refund amount. It can be equal to the transaction or be less in case of partial refund. But the refund amount cannot exceed the amount of the received transaction.
Please note that in case of large amounts, the payment aggregator may have its own restrictions and therefore the system may ask you to split the refund into several smaller ones.
Finally, select the refund reason code.
Click Proceed and the system will start generating the refund.
The refund credit note and the corresponding transaction will appear in the system and will have statuses that allow you to track this operation.
Recording a refund #
Go to the paid invoice card from the invoices tab, customer card or subscription.
Click Record a refund and enter the details for the refund in the modal window that appears.
Enter the refund amount, which can be either equal to the amount of the paid invoice or less in case of a partial refund. Please note that the refund cannot exceed the amount paid.
Enter the date of the refund by entering it manually or selecting it on the calendar.
Select the reason code for the refund.
Finally, indicate the method by which the refund was made.
Click Proceed and the refund details will be reflected in the system.
