Refund a Net Terms Order

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Bold Net Terms allows you to provide refunds to your customers through their terms account.

Note: The refund is processed within Bold Cashier, however the funds will be returned to your customer's terms account.

To refund an order with Net Terms, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Cashier.

    Select Bold Cashier

  3. Select Orders, then All Orders.

    Select Orders/All Orders

  4. Select the Refund button beside the order you wish to refund.

    Note: You can use the search bar on this page to filter your orders by their number, email address, etc.

    Select Refund Button

  5. Enter a Refund quantity.

    Note: To issue a full refund here, select "Issue Full Refund" and skip to Step 9.

    Enter Refund Quantity

  6. Enter a Restock quantity (optional).

    Enter Restock Quantity

  7. Enter a $ amount next to "Shipping refund" if you would like to refund a full or partial shipping charge.

    Enter Shipping Refund

  8. Enter a Refund Total (optional).

    Note: This is only necessary if you wish to adjust the refund amount that Cashier has already calculated.

    Enter Refund Total

  9. Enter a refund reason.

    Enter a Refund Reason

  10. Select Send an email notification to the customer.

    Send Email Notification to Customer

  11. Select Refund $XX.XX.

    Select Refund XX.XX

That's it!

Next Steps:

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