Lately we've had a few clients who are unsure on how to go about refunds within Volo. Because of the different circumstances with refunds, there are 3 different types of refund options:

Refund payment and item: This will return the item so it no longer shows on the members account. It will also refund the payment if the member has already paid. Reasons to use this refund option would be if you made a mistake and charged them too much / too little or the member no longer wants the original purchase.

How to refund payment and item:

1. Click into the invoice you need to refund
2. Click on the refund button
3. Select Refund payment and item
4. Change the quantity count to the quantity you wish you return
5. Select the method of payment you are returning
6. Click Refund

 

Refund payment: This will refund the payment only leaving the item on the members file. So once the payment is refunded there will be an outstanding balance for that particular invoice until it is settled. Reasons to use this refund option would be if there was a mistake when entering the payment method (ie accidentally clicked Cash instead of Cheque).

How to refund payment:

1. Click into the invoice you need to refund
2. Click on the refund button
3. Select Refund payment
4. Select the method of payment you are returning
5. Change the Refund amount to the amount you are returning
6. Click Refund

 

Refund item: This will refund the item only leaving the payment on the invoice. This would primarily be used if you're replacing the original item with another item of the same price (ie different size of shirt). Please keep in mind if the item is replaced with one of a higher or lower dollar value, then there will be an outstanding balance on the invoice or an amount owing to the client. In this case, it would be better to refund both item and payment and re-do the invoice.

How to refund item:

1. Click on the invoice you need to refund
2. Click on the refund button
3. Select Refund item
4. Change the quantity count to the quantity you wish to return
5. Click Refund