A refund means performing a negative transaction. This operation allows correcting the balance of account.
To make a refund, navigate to "Clients" → "Clients" → select a client → "Account" → select an account → "Refund". The procedure involves two steps:
Step 1 - Payment method:
Payment method - select a payment method for the refund. The system will remove the refunded amount from the account balance.
Only a few payment systems support automatic refund:
You can also use configurable payments. The refund must be performed by the service provider. Only the account balance in BILLmanager will be modified automatically.
Step 2 - Refund confirmation:
Refund rules - this rule defines the amount of refund commission.
Payment - select a payment to be refunded. You can choose among all the credited and unused advance payments.
Amount - amount to be refunded.
The service provider can charge a fee (commission) when making a refund. He can set the fee amount in "Settings" → "Refund rules" → "Add" → "Refund rules".
Name - the name of the refund rule.
Fee - fixed amount specified in the set currency. Leaving the field blank won't withdraw the refund fee.
% from refund - the refund fee in percent. Leaving the field blank won't withdraw the percentage fee.
Calculate amount of refund - fee calculation rule. It will be applied if the "Fee amount" and "% from refund" are specified. Possible values::
- "% + amount" - the system will first calculate the refund fee and add it to the fixed amount.
Example: the provider sets the refund rule to "10 + 10". The refund amount is 200 euro. The fee is 10% from the refund amount + 10 euro (the fixed amount). In the "Calculate amount of refund" he selected "% + amount".
Therefore, the fee amount will be 30 euro: 20 euro - 10% from 200 and 10 euro is the fixed fee.
- "amount + %" - the system will first calculate the fixed amount and add it to the percent from the remaining amount.
Example: the provider sets the refund rule to "10 + 10". The refund amount is 200 euro. The fee is 10% from the refund amount + 10 euro (the fixed amount). In the "Calculate amount of refund" he selected "amount+ %".
Therefore, the fee amount will be 29 euro: 10 euro is the fixed fee and 19 euro is 10% from 190.
Expense name - the name of the expense that will be generated.