From any Transaction Pop Up, you have the ability to:
fully refund,
partially refund, or
revoke and refund a transaction;
» which allows you to control if items are retained after a refund or not
In the Transaction Pop Up, you will also be able to browse the timeline of a transaction, the items within a transaction, and the discounts issued on a transaction.
🔗 Payments Explainer
https://www.notion.so/Payments-Explainer-0927b248b4db4f6c9dcae88b0a7c93d1
Open Transaction
Open transactions are transactions that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.
Due Transaction
Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. All Items are issued to the linked profile. Available on Business and above
Succeeded Transaction
Transactions that have been successfully processed and completed.
Cancelled Transaction
Transactions that have been intentionally terminated.
Refunded Transaction
Transactions for which a full refund has been issued.
Partial Refund Transaction
Transactions for which a part refund has been issued.
Refunds need to be made through the GoCardless dashboard. If you are receiving an error in BETA. Once refunded, you can sync the stats in BETA.
From the GoCardless help page re. Refunds in GoCardless - Read more here.
The ability to process your own refunds is enabled on a case-by-case basis subject to meeting certain requirements. If you would like to have this feature enabled, please submit your request here.
Important notes on refunds via GoCardless:
You can only refund payments if you have the available balance in the currency that you wish to refund. This is made up of payments GoCardless have collected on your behalf but not yet paid out to you - these would show in the status Confirmed. You can view all currently confirmed payments by going to the Payments section and filtering the status to show only 'Confirmed'. If you do not have the available balance then you would either have to wait for funds to become available from future collections (GoCardless can pause your payouts to allow funds to build up) or process the refund outside of GoCardless.
As a default, the 7-day safety refund feature will be enabled on your account, meaning that you will not be able to refund a payment that has been submitted in the last 7 days. This is to ensure that the funds have actually been collected from your customer and no late failure or chargeback have taken place. However, if you would like this disabled, please let GoCardless know and they can remove this safety feature.
If the payment was originally collected via Direct Debit, it can still be charged back by the payer via their bank - even if you have already refunded it! It’s very important to understand this risk when creating refunds.
If you have signed a contract with GoCardless, refund fees may apply. Please refer to your contract or reach out to your GoCardless account manager to confirm.
Online Dojo Payments:
FULL refunds are supported
PARTIAL REFUND are supported
In-Person Dojo Payments:
Only FULL refunds are supported
PARTIAL REFUND are not available
Issuing a full refund will refund 100% of the original transaction amount.
A partial refund allows you to refund only a portion of the original transaction amount.
Enter the refund amount, and the partial refund will be displayed in the payments section at the bottom of the transaction popup.
On Business tier and above, when a transaction is revoked any items issued by the transaction will be revoked. This action cannot be overridden.
Passes will be marked revoked.
Subscriptions will be cancelled and future collections will be deleted in the given subscription service.
Event and Slot bookings will be marked cancelled.
Proficiencies will be archive.
Gift cards will be marked expired.
Any stock movements resulting from the finalization of the transaction will have an opposite value movement logged.
When processing refunds, please note that they will be issued using the same payment method used for the original transaction, there for this depends on your Payment Provider. Refunds made through our integrated payment providers and card terminals may take 3-5 working days to reflect in your account, but please refer to your Payment Providers documentation. Refunding on GoCardless? REFUNDS MUST BE PROCESSED THROUGH YOUR GOCARDLESS DASHBOARD.
On Business and above, if you toggle the revoke items selector, BETA will revoke the passes/events associated to that transaction, and then refund the transaction.
ATTENTION: for Dojo Integration
Online Dojo Payments: FULL refunds are supported & PARTIAL REFUND are supported
In-Person Dojo Payments: Only FULL refunds are supported & PARTIAL REFUND are not available
