How to Process Refunds and Exchanges
If a customer is not satisfied with their purchase, they may come back to your store to return or exchange it. With RepairDesk's refund module, you can generate a new refund invoice.
You can process:
- Full refund
- Partial refund
- Exchange
- Charge restocking fee
If you want to learn about performing an exchange in RepairDesk, click here.
Video guide:
FAQs
How to exchange an item in RepairDesk?
To learn about performing an exchange in RepairDesk, watch the video guide in this article on Exchanges in RepairDesk.
Can I do a partial refund?
Yes, you can do partial refunds. RepairDesk allows you to decrease the refund quantity and amount.
Can I decrease the quantity while doing a refund?
Yes, you can decrease the quantity. For example, previously the invoice was made for 3 items and customer wants to refund 1 item out of 3. RepairDesk lets you refund that 1 item.
Can I decrease item-wise amount while doing a refund?
Yes, you can change the amount but this amount cannot exceed the invoice amount for that item.
What is the effect of decreasing this amount on my reports?
When you decrease the amount while doing refund, the retail price is adjusted accordingly, so your reports stay updated.
Can I refund an invoice that is already partially refunded?
Yes, you can refund an invoice which is already partially refunded. The invoice contains the remaining quantity after the previous partial refund.
Can I refund a serialized item?
Yes, you can refund a serialized item in RepairDesk.
When you open the invoice to refund a serialized item, the sold serial number is displayed along with item name.
When you open the invoice to refund a serialized item, the sold serial number is displayed along with item name.
Can I refund a partially paid invoice multiple times?
No, you cannot refund a partially paid invoice more than once even if the invoice has multiple items. If you attempt to refund the partially paid invoice more than once, you get a message on hovering over the Refund button.
Can I refund a partial paid invoice that has a product bundle in it?
No. You cannot refund an invoice that has a bundled item (if it's partially paid). In order to refund that invoice, you will have to pay the invoice first, then you can refund the bundle.
How can I view these transactions in my reports?
In the Accrual based report, the data is shown based on the accrual accounting method. The full amount is shown in the report, whether invoices are partially paid or unpaid. If you want to view actual cash-in and cash-out transactions, we recommend using Cash based reports.
Can I refund a partial paid invoice which has a gift card in it?
Yes, you can. But the gift card amount is returned in full (as partial refund is not possible in case of gift cards). From the paid amount, the remaining amount will be distributed among the selected items that you wish to refund.
How can I view the restocking fee on the refunded invoice?
You can view a Restocking Fee label on the refunded invoice. It will show the percentage of the restocking fee charged for each line item.
How to setup and charge restocking fee?
To setup restocking fee:
1. Go to Store Settings > Store > General Settings
2. Under the Refund section, enable restocking fee by clicking Yes.
3. Enter the restocking value/percentage
To charge restocking fee from customers while processing refund:
1. Start processing refund for the item.
2. While on the Refund dialog as shown below, you can see the restocking options.
From this dialog, you can modify or enable/disable the restocking fees for the transaction.
How does a deposit collected on a repair show in refund?
If a deposit is collected on a repair, it will be shown as a separate line item on the refund pop up to ensure accurate calculations if the employee wants to deduct the deposit.
What happens to a refunded item if I mark it as faulty while processing a refund?
If you mark a refunded item as faulty, it is not added back to your inventory. Instead, it is added to the damaged part report.