Refunds Overview

FrameReady supports a variety of refunds, with different functions depending on whether you have remitted taxes on the payment, or the customer receives store credit, etc.

FrameReady Webinar: Refunds, Returns & Bad Debts

YouTube link: https://youtu.be/cPHb8yqnBcs

Refund Situations

Live Credit Card Refund

You have used FrameReady's live credit card processing feature and now must provide a refund

Void Credit Card Payments: Void a Credit Card Payment
Refund Credit Card Payments: Process a Credit Card Refund

Refund an Invoice with a Deposit on it

A customer has cancelled a Work Order, or returned a Product, for which they have made a partial (deposit) payment

No Taxes Paid: Simply create a new Invoice on the same day or before they pay their taxes.
Reclaim Taxes: How to Refund a Deposit Invoice and Reclaim Taxes

Paid In Full

A customer has returned a purchase for which they have paid in full

See: How to Refund a Paid-in-Full Product or Work Order

Missing Discount

A Work Order was posted to an Invoice before a discount could be added

See: How to Correct for a Missing Discount

Charged Too Much

The full amount was charged to a credit card when it should have been half

See: How to Correct for Credit Card Payments

Cheaper Moulding

A framing component has become unavailable after the customer fully paid the Invoice and that portion needs to be refunded

See: How to Partially Refund a Paid-in-Full Invoice

Put Back Into Inventory

After a refund has been issued, a retail product needs to be returned to inventory

See: How to Return Products to Inventory after a Refund

Store Credit Refund

A customer comes in to return an item and your store has a policy of issuing in-store credits but no refunds.

See: How to Refund a Paid-in-Full Product