Refund An Integrated Gateway Payment

In this article we will be showing you how to create a refund, for an integrated/gateway payment, in Teesom.

There are two types of refunds: Full Refund and a Partial Refund.

In Teesom only certain gateways allow for a Partial Refund. At the moment the only gateway that allows for a partial refund is Gravity.

To instead see how to refund a manual payment click here.

Unapply The Payment

Before you can go through with processing the refund you will first have to ‘Unapply‘ the payment from any order(s) it is attached to.

Open the ‘Customer Account‘ screen for the relevant customer via the ‘Customers‘ page:

On the Customer account screen, under the Transactions tab, click on the “Filter” dropdown menu and select “Payments”:

Then:

Click on the “3 Dots” menu and select “Unapply”.
On the Unapply screen click on Unapply again next to the payment.
Click on “Close“. (Do NOT click the red “Manually Void” button.)

Do not click on 'Manually Void' - that will delete the payment instead of simply unapplying it.

After Unapplying the Payment and closing the Unapply screen you can now process the Refund.

How to do a Full Refund

To do a “Full Refund”:

Go to the “Customer Account” screen.
Filter by “Payments“.

This is the same screen where you unapplied the amount.

Click on the “3 Dots” menu.
Select “Refund“.

On the “Refund” screen:

Select the “Payment Method” that was used for the payment.
Click “Next”.

If you select a payment Method with an Integrated payment Gateway such as Square, Gravity, or Stripe assigned to it then the Refund will be processed and the Money Returned to their account.

If you select a manual payment method such as Cash, Check, or Card Payment Manual then the Refund entry will be created in Teesom but the Money will not be returned to the Customer, you would have to handle that on your end.

You can also choose to notify the Customer about the Refund, by checking the box "Notify Customer"

After processing the Refund you can then filter by “Refunds” to see it on the customer account screen:

How To Do A Partial Refund

The Only Payment Gateway That Allows A Partial Refund Is Gravity Payments

To do a “Partial Refund”:

Click on the “3 dots” menu.
Select “Refund”.

You first have to Unapply the payment from the order before you can do the refund

On the “Refund” screen:

If this payment was made through Gravity, select “Gravity Payment” as the payment method.
Select which card to use.
If you have a device set up select it.
Enter the amount you want to refund.
Click “Next“

To notify the customer check the box "Notify Customer"

If there is no saved card you will be prompted to provide the card number and expiration date:

After processing the Refund you can re-apply the remainder of the payment to the invoice:

After re-applying the payment you'll notice your invoice now has an unpaid balance.

Looking for help?

Refund An Integrated Gateway Payment

Unapply The Payment

How to do a Full Refund

How To Do A Partial Refund

Related Topics:

1.) Getting Paid

2.) Issue Credit

3.) Customer Account Screen

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