You will only be able to process refund requests if you have selected the Allow request a refund only option on the Financial Configuration page. Once you have enabled the Allow request a refund only option, you will only be able to approve refund requests if you have selected the Enable approval process for refund requests option on the Financial Configuration page.
Use the following table to determine the best refund process for your organization:
| My organization's process | Financial Configuration page > Select Refund Policy option | Financial Configuration page > Enable approval process for refund requests checkbox |
| Allow staff users to issue customer refunds to payment types immediately. | Set to Process refund instantly. | Inactive and cannot be selected. |
| Prevent most staff users (depending on their system user profile
permissions) from issuing customer refunds to payment types. Staff
users can only refund to a customer's account. They must request
a refund if they want to issue the refund amount to a payment
type.
A staff user who has the system user profile permissions to do so can process and issue requested refund. No intermediate approval stage is required. |
Set to Allow request a refund only. | Do not select. |
| Prevent most staff users (depending on their system user profile
permissions) from issuing customer refunds to payment types. Staff
users can only refund to a customer's account. They must request
a refund if they want to issue the refund amount to a payment
type.
A staff user with the appropriate system user profile permissions must approve requested refunds before they can be processed. A staff user who has the system user profile permissions to do so can process and issue requested refunds. |
Set to Allow request a refund only. | Select. |