Nov 23, 2015 - 01:25 PM
Depending on what you are trying to do there are 2 possible scenarios
A) cancelling and refunding an order.
B) order has shipped customer wants to return and refund the order.
1) you can go inside the order and click on cancel and give a reason and cancel the order. go to Orders > order search Look up a customer order and double click to go inside the order in there you can cancel the order.
Once the order is Cancelled you can go close order and click on Financial in customer details and then charges type the order # in PO field and you can refund the order if the order placed on the same day as the cancellation of the order you don't have 2 refund you can void out the Transaction.
NOTE: If the order took place with Paypal you will need to refund the Paypal order directly inside Paypal.
2) you will have to request an RMA and go through the RMA process To finalize the refund once the item is back at the warehouse.
a) To request an RMA you will need to go to orders > order search and find the order and click on claim RMA and reason for the request once done you have initiated the RMA request for the customer.once you have claimed the RMA the RMA claim date is marked that it was claimed on.
b) To process the RMA yup will need to access the RMA Screen it can be found under Orders > RMAs Once your in the screen you can search for the order and do your adjustments and restocking fees and process the RMA
c) Flow of the RMA from accepting it to refunding it to cancelling it