Reasons for Refunds:
1. Purchased a digital item twice - Purchases over $100 need approval from Sandy or Accounts
2. If they didn't receive the order - Approved by Sandy or Accounts Team
3. They do a charge-back from their CC provider - if they still owe money, we need to follow that up or try and charge their card again if it is just a techie issue, not a 'refund' issue
How to Process a Refund:
1. Log on to infusionsoft and find the contact
2. Click on Contacts name and scroll down to recent orders
3. Identify the date of items purchased and the reason for requested refund
Full refund process here:
https://help.infusionsoft.com/help/issue-a-refund
Recording Refund In Infusionsoft - LAST STEP
6. Go back to the Infusionsoft Contact Profile and click back on payment duplication
7. Scroll down to Refund Amount
8. Tick the Refund box and enter in details for why the payment was refunded - ENSURE you have initialed the payment - click Next
9. Select gateway option of Manual, as you have already processed the refund through PayPal - Click Next
Once refund has been processed (in IFS and through Eway), email the client (sample below)'
Dear NAME
Thanks so much for your recent purchase of Wildly Wealthy Web Secrets (PRODUCT), we're sorry it took so long to get to you (REASON THEY WANT REFUND).
We have today credited your account the amount of your purchase (LESS POSTAGE/HANDLING IF RELEVANT) and hope you are still able to get great benefit from
the tips and secrets Sandy shares at http://www.WildlyWealthy.com
Thanks again and let me know if you have any further queries.
All the best for the future.
10. Make sure that the client owing amount is balanced at $0.00
11. Unclick all the Referral Partner Commission options
12. View Results and make sure that the refund is correct
13. Now you will see the refund on the Clients payment records