Overview
Passport allows administrators to issue refunds, either in full, or as a partial product amount by entering a dollar value up to the total amount paid, provided the organisation has the available funds in their refund balance.
Once a partial refund has been processed on a specific transaction, the system will then reflect the remaining balance when processing future refunds for the same order.
Step-by-Step
Step 1: Navigate to your Transaction list
In the left-hand menu, select Finances > MANAGE FINANCES
Step 2: View the relevant transaction
Find the transaction you want to partially refund, then click the VIEW (magnifying glass) icon
Step 3: Open the Refund screen
In the top-right corner of the page, click REFUND
Step 4: Define the amount you want to refund
Tick the checkbox on the left-hand side for any product items you want to refund, and enter the amount you want to refund in the REFUND AMOUNT field.
Note: Refunds can be processed for any amount up to and including the value shown in the Refundable Amount column on the same table, so long as the Current Refund Balance (displayed in the top-right corner) has enough funds available
Step 5: Provide a refund reason
Give a description of why the refund is being processed in the REFUND REASON field
Step 6: Process the refund
When you're ready to issue the refund, click Continue > CONFIRM AND ISSUE REFUND
If multiple partial refunds have been processed on a single transaction, you can see a log of these refunds under the Related Refunds section when viewing the transaction record:
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