How To: Document a Check Refund in TapGoods PRO
Once an Order has been created in TapGoods PRO or Storefront, you can add a Payment to the Order in the Billing tab. In this tab, you can add a Credit Card to the Order if you have not already, and initiate Payment from the Customer. When a Payment has been made on an Order, you can Refund any Payment made within the Billing tab of an existing Order.
On the Billing tab, you can Refund any Payment made on an Order by scrolling down to the Refund field. In this field, you can process a Refund on a Credit Card, Cash, Electronic, or Check Payment.
To refund a Payment using a Check, follow the steps listed below.
- In the Refund field, click the dropdown arrow next to Select Refund.
- Select a Check Refund OR Custom Check.
-If you choose to refund an entire Check Payment, skip Step 3. - Input the Refund Amount into the text field.
- [Optional] Add a Note to the Refund.
- Click Refund.
**Note: You cannot process a refund higher than the Maximum Refund listed in the Refund field. The maximum refund is the total of all payments made on an order**
Once the Refund is processed, you will receive a Refund Confirmation.
Custom Check Refunds are notations within TapGoods PRO and no money will be routed to a Credit Card or Bank Account. While TapGoods PRO will notate this transaction in the Billing Notes, it is important to note that TapGoods PRO will not process a Check internally and all Cash, Check, and Electronic Refunds are processed outside of the platform.