This guide provides information about refunds available in the UNMS CRM Module.
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Refunds in CRM
Navigate to this section by going to <yourdomain>/crm/billing/refunds.
Refunds done under CRM → Payments → Refunds or in the client’s detail section (using the “+ Refund” button) only reflect the return of the payment in CRM and do not return the money to your client’s bank account or credit card. The CRM refund will only lower the clients’ credit and therefore, the money must be returned by the admin (either in cash, or by returning the amount in the payment gateway's dashboard (Stripe, AuthorizeNet, IPPay, etc).
It is only possible to complete the refund if the client has credit available. Admins can issue a refund up to the client’s credit amount.
Refunds to the Original Payment Method
Since UNMS v1.2. it is possible to issue a Stripe payment refund directly in CRM. This refund will lower the client’s credit and also return the money to the Client’s credit card or bank account.
1. A refund of a concrete CC payment to original payment method can be issued in a concrete Payment detail (CRM > Payments > Select Payment).
2. Then confirm to complete the refund.