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.