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Refund order

A refund is used to adjust a captured order by reducing or removing order lines or amounts.

Updated over 2 months ago

How to refund order line(s)

An order line is a single line in the order list.

Follow these steps to refund all, or a selection of order lines from an order:

  • Open Kustom Portal and sign in.

  • Navigate to Orders from the menu on the left.

  • Find the order by using order reference, order number, customer name, or email address.

  • Click on the order to open the detailed order view, select the order line(s) you wish to refund.

  • Click Refund and confirm the action.

You have now refunded the selected order line(s).


How to refund an amount

Follow these steps to refund a specific amount on an order:

  • Open Kustom Portal and sign in.

  • Navigate to Orders from the menu on the left.

  • Find the order by using order reference, order number, customer name, or email address.

  • Click on the order to open the detailed order view and click Refund.

  • Click on Refund amount in the pop-up page.

  • Add the relevant fields for the refund. The fields you can edit are:

    • Amount

    • Tax rate

    • Tax amount

    • Name of refund

  • Click on Confirm to proceed.

You have now refunded an amount on the order.


How to add a return fee

If your terms and conditions allow you to charge customers a return fee, you can add this in the Kustom portal before refunding the order.

Follow these steps to add a return fee:

  • Open Kustom Portal and sign in.

  • Navigate to Orders in the menu.

  • Find the order by using order reference, order number, customer name, or email address.

  • Click on the order to open the detailed order view.

  • Select the order line(s) you want to refund.

  • Click on Refund.

  • Select Add refund fee.

  • Add the relevant fields for the return fee. The fields you can edit are:

    • Amount

    • Tax rate

    • Tax amount

    • Name of return fee

  • Click on Confirm to proceed.

You have now refunded the selected order line(s) and added a return fee.


What happens when I refund an order?

  • If a customer has paid for the order a refund initiates the repayment process to the customer.

  • If a customer has not yet paid for their order a refund reduces the amount the customer should pay.

  • The refunded amount will be deducted from your next payout and will be visible on your next settlement report.

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