How to Refund A Purchase

Refunds and cancellations are an inevitable part of running an online business. If you are using AccessAlly’s order forms, you can refund orders from directly inside your membership site.

Note: This is a process that only pertains to payments and refunds. No permission tags or subscription statuses will be updated. (Example: if you have not cancelled or stopped a subscription, the refund will not do it for you.)

How to Refund a Purchase

Step 1: Open the Order Info

Log into your membership site and go to: AccessAlly > Purchase Log. Then, click on the Order ID number next to the order you wish to refund.

Step 2: Initiate Refund Process

Inside the Credit Card Payment section, you will see a grey button labeled Refund Credit Card Payment. Click on the button.

Step 3: Determine Refund Parameters

After clicking on the button in Step 2, you will see a pop up with additional parameters:

  • Refund Amount: Here you can decide whether you want to refund the full amount (default) or a partial amount.
  • Commission Clawback: Check the box if you do NOT want to create a commission clawback for the affiliate associated with this order. If left unchecked, a clawback will be automatically created.
  • Do NOT Process Refund Automatically: If, for some reason, you do not want the refund to be automatically processed in your payment processor/PayPal, please check this box.

When you’re ready, please click on the Refund Payment button, the refund will take place automatically.
Updated on September 17, 2018

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