2025-Q2: [CRM] Refund Payment

A new feature is added to enhance the refund capabilities of SIMPLer. Before it was only possible to refund a payment and automatically the invoice is credited. Now it is possible to only refund the payment and have the invoice remain.

To make use of this feature:

    1. Select the Edit button next to the invoice for which the payment needs to be refunded

    2. On the next page select the 'Refund via authorizeNet_token' button

• This option fails the payment in SIMPLer and add a refund note to the narrative field of that payment. The button will only appear for the payment that are allowed to be refunded.

SIMPLer now covers all the refund options:

(a) Refund on Invoice Level - original implementation where one would credit & refund invoice (partially or full)

(b) Refund on Prepayment Level - where one would refund the entire prepayment

(c) Refund on Payment Level - added now - where one would refund specific payment assigned to the invoice (if it was not a prepayment)

Useful link/s: 

https://sites.google.com/a/azotel.com/wiki/2020-4q-acc-refund-an-invoice-with-a-future-date

https://sites.google.com/a/azotel.com/wiki/2020-4q-acc-refunding-a-prepayment

https://sites.google.com/a/azotel.com/wiki/2021-2q-acc-adding-a-manual-refund

https://sites.google.com/a/azotel.com/wiki/refunds-in-simpler

https://sites.google.com/a/azotel.com/wiki/2013-4q-v001-billing-refunds-via-payment-gateway

Published Date: 8 April 2025

Engineer: PD

Contact Azotel Support:

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