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Miscellaneous Refunds

Owned by maperrin (Deactivated)
Last updated: Sept 10, 2021 by David Haskell (Unlicensed)
2 min read

Summary / TL:DR: This article will show you how to submit a miscellaneous refund task for an order in Advantage.

Miscellaneous refunds are used when you are unable to process a refund for a customer.  For example, if a customer's subscription was previously canceled with a prorated or partial refund but the customer should have received a full refund, a miscellaneous refund request will have to be submitted.  

How to Enter a Miscellaneous Refund Request

  1. Search and select the customer's account that the refund should be applied to from Customer Search

  2. From the Customer Service ribbon, navigate to Notes

  3. Click Add Note

  4. The Notes Detail dialog box will appear, complete the following fields:

System Name*

Enter TSK

Reason Category*

Enter RFD

Reason*

Enter RFD

Follow Up User

Remove your name, leave this field blank.

Note

Enter all details that populate in the note field. Pub/Item #, Owning Org, Refund Amount, Promo Code, Original Order Number, Should it go back to the original credit card, and the Reason for the refund.

DO NOT enter an upsell path.

5. Click OK

 

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