To ensure accurate refunds, the process consists of two steps, corresponding to 2 functions in the Refund of performance batch:
Step 1 - Cancellation: The execution of this function will cancel the sales orders and create a refund order. If the order contains several sessions/matches, the batch will selectively process the transaction for the cancelled sessions and only refund those operations. The batch also supports the reimbursement of sessions/matches sold within a package, subscription or season ticket. Payment of the refund order is created with a new payment method "Refund Requested".
Step 2 - Dispatch refund: Once tickets are refunded through the "Refund Requested" refund method, the second batch function enables you effectively refund your customers, whether to the credit card they used to purchase the tickets when possible or to their credit account in other cases.
Ogone Exclusive Partnership
For now, the automatic refund to the credit card is a feature only available to customers benefiting from our partnership with Ogone. The refund is based on features available only on our interface with this payment service provider.
Need to preserve your cashflow?
Beware that the automatic refund process will always attempt to refund the money to the credit card originally used for payment (if any), if you use Ogone. If you want to keep the money on the credit note account of the use, see at the end of this page for instructions and make sure that the "Dispatch refund" batch is not scheduled to run automatically.
Step 1: Ticket cancellation
Mass cancellation for a performance or a match
Mass cancellation is performed by the batch dedicated to the mass refund of performances or matches. Other product families have to be handled manually.
Cancellation is performed by running the "Cancel tickets of a performance/match" function. You may decide to restrict certain cancellation to certain contingents and/or certain seat categories. All refunds are made with the special "Refund Requested" refund method, except payments not yet made to waiting accounts that are directly refunded to the waiting account.
Field name | Description |
|---|---|
Batch Size | The batch size defines the number of folders that will be taken into account during execution. |
Season | Season filter to reduce the search filter on the activity. |
Activity | Activity filter to select events, event, visits... |
Event/Competition to be reimbursed | Competition or event for which the match or session is to be reimbursed. |
Performance(s)/Match(es) to refund | One or more matches/sessions to be reimbursed. Only matches/sessions of a competition/event can be selected. |
Contingent | This filter makes it possible to repay the sales of a specific contingent. If no contingent is selected, then all contingents will be taken into account. |
Seat categories | Allows you to choose to repay operations of a specific seat category. If no seat category is selected, then all categories will be taken into account. |
Sales Channel | The sales channel on which the refund order will be created. |
Point of Sale | The point of sale on which the refund order will be created. |
Reason for Refund | A field to choose a cause for the refund. |
Step 1: Dispatch of refunds
Refunds are effectively processed using the "Dispatch payments to refund" function of the batch cancellation of a seat/match, whether the refund is unit-based from the ticket window or performed in mass using the batch process. This process is intended to be run regularly to process pending refunds that have been created in a certain period.
Importantly, note that the system will always process first a refund to credit card. "Put money in credit note" will only impact the behaviour of the system in case of payment failure.
Field name | Description |
|---|---|
Batch Size | Number of payments "refund in Progress" which will be reimbursed by the batch. |
Cancellation date from | The Date of departure from which the "refund in Progress" must be taken into account. |
Cancellation date to | The end Date up to which the "refund in Progress" created must be taken into account. |
Sales Channel | The sales chain is important here because it provides the payment Service Provider which will be used for the refund on credit balance. |
Point of Sales | The point of sale to be used for the creation of the payment and identifying the physical item to which the payment will be attached. |
Put money in credit note | This check box is used to check whether the money can be refunded on balance to have if the credit card refund is not possible. For example: if the order of sale has been paid in cash or by waiting account, check this box will put the money on the balance to have the payer contact. |
Credit note payment method to use | This function tells the batch which credit note payment method to use when transferring money to the balance of credit account. If no value is selected, the batch will use the first payment method of the credit note type of the point of sale on which the refund is to be made. |
Run batch in simulation mode | This mode allows to make a simulation of refunds, without the batch actually executing them, and therefore without making the actual refunds. This allows the batch to be validated before making the actual refunds. |
Document template for e-mail notification | This field allows you to select the document template that will be used in sending the notification email in case of a successful refund. |
File ID | This field allows you to enter File numbers, separated by commas. If such numbers are provided, only the payments of these files will be refunded. |
Warning: If you get an error indicating that the EPC URL is not defined, you must verify that you have informed a payment service provider at the level of the sector used for the refund (Institution > initialization > Sales Channels).
The correct processing of refunds requires the application of a strict procedure. Once the refund is processed by the payment service provider, it is generally not possible to cancel it. Accordingly, the refund procedure must be followed scrupulously.
Need to preserve your cashflow?
The automatic refund process will always attempt to refund the money to the credit card originally used for payment (if any). If you want to keep the money on the credit note account of the use, see at the end of this page for instructions.
Do you use the SecuTix 360 resale platform? The following procedure can process in the same way a refund to your customers who resold their tickets!
The procedure to be followed involves the following three steps:
- Verification of the amounts to be refunded: Before performing the actual refund, an operator must perform the batch refund in simulation mode by choosing the date range of refunds to be considered, such as last week or last month. The simulation mode produces an execution log detailing the refunds to be made and the number and total amount of refunds. This information enables the operator to validate the amounts before making the actual refund.
Processing credit card refunds: Once the refunds are validated, the operator can run another with the same set of parameters as above (in particular, the range of dates). Just deactivate the simulation mode and choose not to credit the cases of errors to the credit account. At this stage, refunds that can be processed by credit card are sent to the payment service provider. The execution log identifies successful and failed payments. When payment is made, you can send an e-mail to the customer to confirm that a refund has been made to his/her credit card.
Should transaction fail, you can either attempt the refund again later by repeating this same step or go to the next step to transfer the remaining refunds to the credit account.
Refund is transaction based : it is the original purchase order that will be refunded.
If holder's card has expired after the purchase and before the refund, there will be no problem to refund him.
However, if the card has been cancelled (stolen, lost...) the refund could not be done : system will follow then the rules setup in the batch either to log an error or to refund on credit note. (see : below)- Credit in the credit account of outstanding refunds: Lastly, the operator can run another once again with the same parameters, but by activating this time credit to the customer. As with the previous step, you can send an e-mail to the customer notifying that the refund is available on its credit balance.
What if you do not want the refund to go to the Credit Card used originally for payments? (e.g. to preserve your cashflow)
The automatic dispatch always attempts a refund on the credit card, if a credit was used initially.
If you prefer to refund systematically to the credit note account, it is possible to change the payment method from the List of Payment in the File Details screen, from "Refund in progress" to any payment method, e.g., "Customer credit account". After the change, the file will no longer be considered in the automated process described above.