Refunds

In some circumstances, you might need to refund a payment to your customer. BlueSnap can refund any NetSuite transaction that was originally processed through BlueSnap.

BlueSnap supports NetSuite Customer Refunds, which is a transaction that records a payment you make to a customer.

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Important

BlueSnap does not support NetSuite Customer Credits, which creates a credit memo that you can apply towards a future customer invoice.

You can initiate a refund in NetSuite, and BlueSnap processes and issues a refund to the customer:

1. In the navigation bar, go to Transactions > Customers > Issue Customer Refund.
2. In Custom Form, select Custom BlueSnap Customer Refund. After the page refreshes, you can begin your BlueSnap refund by providing the following details:
   • Customer — Locate the name of customer that you want to issue the refund to.
   • Account — Select the account that contains the funds that you want to use to issue the refund. The funds from this account are sent to your customer's account.
   • Currency — Select the currency that you want to use to issue the refund.
   • Exchange Rate — This field displays the current exchange rate that will be used for the refund.
   • Date — This is the date that you want to initiate the refund. By default, it is set to the current date.
3. After you enter the refund details, select the Refund Method tab and complete the following:
   • Payment Option — Select the payment option that you want to use to issue the refund. After you make a selection, the page refreshes, and you can continue entering refund method information.
   • Payment Processing Profile — A saved profile in NetSuite that includes your payment methods, the currency that charge customers with, and you API credentials. For additional details, refer to Step 2 in Setup.
   • Handling Mode — Select the method to process the refund. For details, see the NetSuite documentation.
   • BlueSnap Payments by Customer — This is the field that lets you select the transaction that you originally processed through BlueSnap and want to refund. If you select a transaction that was not originally processed through BlueSnap, the NetSuite transaction type becomes a credit, which BlueSnap does not support.
4. Select Save.

After you save the refund information, BlueSnap processes a refund for the transaction.