Issuing a refund without a corresponding return

Refunds typically require an associated inventory return. However, you can perform a refund without such a return when necessary.

Before you begin

To issue a refund your user ID must be assigned to one of these roles:
  • Customer Service Representative (CSR)
  • Seller
  • Customer Service Supervisor
  • Sales Manager
  • Returns Administrator

Procedure

  1. Open the HCL Commerce Accelerator .
  2. Click Payments > List Payment Instructions for an Order. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact your Site Administrator.
  3. Type the order number for which you want to see payment instructions. The system performs an exact search based on the order number you specify (for example, if you type 12345, the system will search for the order with order number 12345). Click Find.
    • If the payment instruction supports independent credit:
      1. On the List Payment Instructions page, select the check box for a payment instruction and click Credit. The Credit wizard displays.
      2. In the Credit amount field, enter the credit amount.

        A read-only field displays masked extended data for the payment instruction.

    • If the payment instruction supports dependent credit:
      1. On the List Payment Instructions page, select the check box for a payment instruction and click View Payments. The Credit wizard displays.
      2. In the Credit amount field, enter the credit amount. This amount cannot exceed the value of the deposited amount. If your store supports independent credit, there is no limit on the amount of the credit.

        A read-only field displays masked extended data for the payment instruction.

        Note: The independent credit payment instruction does not create a relationship with an order; therefore, you cannot search for an independent credit by using the HCL Commerce Accelerator. The independent credit is in the database, but it is not associated with an order.
  4. Click Finish.