How to refund a rental whose items have been handed over to the customer?
How to refund a rental whose items have been handed over to the customer?
A few reminders... When a rental is created, it appears with a validated status. Once the item(s) have been handed over to the customer, it will move to "in progress" status.
- If you need to refund a rental paid online or via a payment link, you must strictly follow this refund procedure on the ZIQY platform, and not on your PSP's interface. This procedure will automatically trigger the payment of the amount to be refunded to your customer's account from your PSP and will allow you to have a credit note available in the ZIQY platform. A direct refund from the PSP interface would not allow you to have this document and the transaction will not appear on the platform for that rental. If you attempt to process the refund from the ZIQY platform after it has already been carried out from the PSP, this will generate a refund line with an "error" status on the platform, and you will not be able to download the credit note.
Go to the Rentals - Rentals menu
Click on the rental line to be refunded. In the top right corner, click on "Refund". Select the amount(s) to refund. You can refund all or part of the amounts paid by the customer.
Click on "ONLINE REFUND". By clicking this button, you send the instruction to your PSP to credit the customer's bank card with the rental amount. You do not need to go to your PSP's interface — the refund is automatically processed by the platform to your customer's account. Click the cross to close the window. Download the credit note if needed. In the transactions block, in the last column Invoice, you can download the credit note in PDF format by clicking on the arrow.
Refund additional amounts later If you subsequently wish to refund other amounts to your customer, click the "Refund" button again in the customer's rental. Select the other amount(s) to refund. Click on "IN-STORE REFUND" (refund directly in store).
Click the cross to close the window.