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.
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:
- In the navigation bar, go to Transactions > Customers > Issue Customer Refund.
- 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.
- 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.
- Select Save.
After you save the refund information, BlueSnap processes a refund for the transaction.
Updated 17 days ago