BILLmanager 5 Documentation
en En
es Es
Your feedback is an opportunity for improvement!
Take part in the survey and contribute to the development of the ISPsystem ecosystem.
Take the survey

Refunds

Refund

A refund means performing a negative transaction. This operation allows correcting the balance of account. 

To make a refund, navigate to ClientsClients → select a client → Account → select an account → Refund. The procedure involves two steps:

Step 1  Payment method:

Payment method — select a payment method for the refund. The system will remove the refunded amount from the account balance.

Only a few payment systems support automatic refund: 

You can also use configurable payments. The refund must be performed by the service provider. Only the account balance in BILLmanager will be modified automatically. 

Step 2  Refund confirmation:

Refund rules — this rule defines the amount of refund commission.

Payment — select a payment to be refunded. You can choose among all the credited and unused advance payments.

Amount — amount to be refunded. 

Refund rules

The service provider can charge a fee (commission) when making a refund. He can set the fee amount in SettingsRefund rulesAddRefund rules.

Name — the name of the refund rule.

Fee — fixed amount specified in the set currency. Leaving the field blank won't withdraw the refund fee. 

% from refund — the refund fee in percent. Leaving the field blank won't withdraw the percentage fee. 

Calculate amount of refund — fee calculation rule. It will be applied if the Fee amount and % from refund are specified. Possible values::

    • "% + amount" — the system will first calculate the refund fee and add it to the fixed amount.  

Example: the provider sets the refund rule to "10 + 10". The refund amount is 200 euro. The fee is 10% from the refund amount + 10 euro (the fixed amount). In the Calculate amount of refund he selected "% + amount". 

Therefore, the fee amount will be 30 euro: 20 euro — 10% from 200 and 10 euro is the fixed fee. 

    • "amount + %" —  the system will first calculate the fixed amount and add it to the percent from the remaining amount.  

Example: the provider sets the refund rule to "10 + 10". The refund amount is 200 euro. The fee is 10% from the refund amount + 10 euro (the fixed amount). In the Calculate amount of refund he selected  "amount+ %". 

Therefore, the fee amount will be 29 euro: 10 euro is the fixed fee and 19 euro is 10% from 190. 

Expense name — the name of the expense that will be generated.

The article was last updated on 07.02.2020. The article was prepared by technical writers of ISPsystem.