In CoreBridge, refunds can be entered for payments that have already been received and recorded, allowing you to accurately adjust customer balances when needed.

Note: Refunds cannot be processed directly to an integrated merchant service through CoreBridge. If a customer requires compensation, you can issue a store credit instead to apply toward future purchases.

Entering Refunds

Navigate to Sales / Customers / Payments.

1. Select Process Refund.

2. Type the Customer name and select from the dropdown.

3. Select the date range from the dropdown.

Note: Best practice is to select the Show All option.

4. Select the checkbox next to the customer payment you want to refund.

5. Enter the amount to refund.

6. Click Process Refund.

7. Select the Payment Type.

8. Fill out the relevant fields including a reason, if desired.

9. Click Process Refund.

Refunding an Overpayment

In some cases, adjustments such as reducing quantities, lowering part prices, or marking the order as tax-exempt may be made after full payment has been applied. This can create a negative balance due, which must be refunded before the order can be completed.

Navigate to Sales Module / Orders and select the appropriate Order.

Note: When an Order has an overpayment, an alert icon will appear next to the Balance Due field. Hover over the icon to view a message explaining the overpayment and how to resolve it.

1. Select the Overrides tab.

2. Click Payments.

3. Click Refund.

Note: Refunds can also be accessed via the Customer page by navigating to Payments / Process Refund.

Note: This will take you to the process refund page as shown above.

You have the option to refund the overpayment using the original Payment Type or refund it to the In-Store Credit. If you refund it to In-Store Credit,  that credit is available to make payments on future orders or refund to the customer.