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How to Refund A Purchase (Full & Partial Amounts) in AccessAlly

Refunds and cancellations are an inevitable part of running an online business. If you are using AccessAlly’s order forms, you can refund a purchase in AccessAlly, 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 canceled 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 > Sales > Orders. Then, click on the status next to the order you wish to refund.

Screenshot of order detail button

Or alternatively, if you are on the customer’s profile you can locate the order and click on the status button to get to the same detail screen.

Screenshot of customer view of payment history

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.

Screenshot of refund button

Step 3: Determine Refund Parameters (Full or Partial)

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.

Screenshot of refund parameters

When you’re ready, please click on the Refund Payment button, the refund will take place automatically.
Updated on November 16, 2023
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