If a customer order is overpaid Maropost Commerce will automatically create account credit to the value of the overpayment. Credit can also be added to a customer account manually, or as a result of a return (RMA). This credit can be paid out as a refund or it can be used by the customer to pay future orders.
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Refund a Customer Credit
If a customer wants their credit paid out to them you need to record it in Maropost Commerce. To refund a customer credit:
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In your Maropost Commerce control panel, navigate to Customers > View customers & prospects.
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Click on the customer username who's credit you wish to reverse.
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In the account section you will see the available credit for the customer.
Click the Pay Refund button.
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Enter the payees details, refund method and refund amount.
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Click the Process Refund button.
Once the refund is processed, you can print a refund slip or send the refund slip to the customer for their reference.
Important: You must still pay the refund to your customer as per the payment method chosen. Log in to your PayPal account, payment gateway or banking system to process the refund to the customer.
Reverse a Customer Credit
If you've made a mistake or need to reverse a customer credit, you can still mark it paid as a refund. In the final step of processing you would not transfer the refund to the customer, thereby reversing the credit:
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In your Maropost Commerce control panel, navigate to Customers > View customers & prospects.
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Click on the customer username who's credit you wish to reverse.
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In the account section you will see the available credit for the customer. Click the Pay Refund button.
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In the Refund Note field enter Refund reversal for internal tracking purposes. You can also adjust the other fields as you require.
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Click the Process Refund button.
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A staff member with admin permissions will need to approve and complete the refund. Click the Mark as Paid and Complete button.
Tip: If you are not the admin user, have the admin user navigate to Sales Orders > Refunds to complete this part on your behalf.
The customer credit is now removed.
Recalculate Customer Balance
If you've just paid out a credit or a customer has made a payment it may not show their balance correctly straight away. To recalculate the customer balance manually:
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In your Maropost Commerce control panel, navigate to Customers > View customers & prospects.
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Click on the customer username who's balance you wish to recalculate.
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In the Account section, select the Recalculate Account Balances checkbox.
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Click the Save button.
The customer's balance will be recalculated.
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