The refund batch is now able to refund on credit card multiple payments within a file

SecuTix already provides a batch to refund payments performed by credit card. However, this batch couldn't refund on credit card if the initial order was paid by multiple payments. In such cases, the amount was put on the credit note. The purpose of this improvement is to reduce the amounts put on the credit note by refunding on credit card whenever possible, thus reducing the manual work required to manage the credit note amounts.

Solution

This feature concerns the function Dispatch refunded payment of the batch Refund of performance/match. As before, this function will process the Refund requested payments, also called Refund in progress payments. Such payments are created by the functions Cancel single entries for a product and Cancel single entries for performance/match of the batch Refund of performance/match. They may also be created manually by refunding an order in the box office.

Only payments initially performed by credit card may be refunded on (the same) credit card. As a result, this feature consists in improving the way to find previous credit card payments and refund them, and not in refunding any kinds of payments (like cash payments) by credit cards.

Concretely, the system will refund a Refund requested payment if it finds one or more credit card payments in the same file and concerning the same payer contact. The system will automatically map the single Refund requested payment to multiple credit card payments if needed. This is typically the case for payment of installments by credit card, the refund request concerning the whole order.

The requested refund amount (amount of Refund requested payment) doesn't have to match the credit card payments. If the requested refund amount is greater, all the credit card payments will be refunded and the excess amount may either be kept in the Refund requested payment for subsequent processing or be refunded on credit note.

Refund from box office

The refund from box office may be performed in two ways:

The refund is performed immediately after the refund request
The refund is performed by the function Dispatch refunded payment of the batch Refund of performance/match. For example, the batch runs each night and refunds all the requests gathered during the previous day

The improved refund process is only available when performed from the mentioned batch, that is in case 2 above.

Getting started

To benefit from this new feature, click on the check-box Enable the refund of multiple payments within a file in the batch parameter screen.

Select one of the following values for the Put money into credit note parameter:

When refund to credit is not possible if you want to put money on credit note if no matching credit card payment could be found (typical example: the file was paid by cash or paid partially by another person)
Never if you want to keep the money (that couldn't be refunded on credit card) on the Refunded requested payment for later processing.

Don't use the Always option since you would loose the benefit from this new behaviour (the whole amount is put on the credit note if this option is selected).

Cancelling single entries of a performance/match

You can find here more information on the function Cancel single entries for performance/match of the batch Refund of performance/match.

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