During onboarding, you will see the option Manual Refunds. Select it. You will not need to add additional information. Otherwise, to set up manual refunds, keep auto-refund disabled.
Manual Refunds
To enable manual refunds, follow these steps:
Automatic Refunds
To enable automatic refunds, follow these steps:
1. Click on the icon in the upper-right corner of your screen
2. Navigate to Personal Settings
3. Navigate to the menu on the left side, click Business accounts
4. On the far-right side, click the cog icon for Business settings
5. Find Auto-refund (the last setting option)
6. Toggle on Enable auto-refund
You should see a notification reading, “Auto-refund was turned on successfully.”
7. Click Edit to set your auto-refund threshold
For example, if you want orders totaling $25 or less to automatically refund customers, set that amount.
Any orders exceeding the threshold will not be automatically refunded.
If you have CDRN and Ethoca alerts, you must have a payment processor connected to your account. However, setting up automatic refunds will instantly activate with both alert systems.
If you only use RDR alerts, you do not need to connect a payment processor. However, it will take up to 5 business days for automatic refunds to take effect.
Tip: Refund payments that cost more to fight than the amount in question.
How to Add a Payment Processor
How to Add a Payment Processor
Follow one of the following two methods to add a payment processor if you use CDRN or Ethoca alerts:
Method 1 (Easiest):
Navigate to Integrations
Find this menu on the far upper rightmost corner of your screen
Click Connect under any of the payment processors
Method 2:
Click on the icon in the upper-right corner of your screen
Navigate to Personal Settings
On the left-most menu, click Business accounts
Find the business account you want to adjust.
Under the column Payment processor, click the “Plus” icon
This will redirect you to Integrations
Add at least one payment processor/integration
Payment processors will have varying integration methods. We cover these throughout the following guides:
PayPal
Stripe
Shopify Payments
Klarna (coming soon)
Braintree (coming soon)
Mollie (coming soon)
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